Eaton Vance Limited Duration Income Fund
154 hedge funds and large institutions have $311M invested in Eaton Vance Limited Duration Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
1.74% more ownership
Funds ownership: 27.93% → 29.66% (+1.7%)
2% more capital invested
Capital invested by funds: $304M → $311M (+$7.5M)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 156 → 154 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$8.16M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.53M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.17M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.17M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.46M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.33M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$925K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$828K |
| 5 |
Walleye Capital
New York
|
-$641K |
EVV Hedge Fund Activity: Q3 2023 in Review
154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2023, worth a combined $311M — up 2.5% from $304M a quarter earlier.
Fund positioning in EVV was balanced in Q3 2023: 16 funds opened new positions, 16 closed out, 52 added to existing stakes and 45 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $8.16M. The largest seller was UBS Group, cutting an estimated $1.46M.
- 154 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2023, down from 156 in Q2 2023.
- Funds reported $311M of Eaton Vance Limited Duration Income Fund stock for Q3 2023, up 2.5% quarter-over-quarter.
- 16 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2023 and 16 closed out, a net change of 0 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2023 was Penserra Capital Management, an estimated $8.16M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2023 was UBS Group, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2023.