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EVV

Eaton Vance Limited Duration Income Fund
EVV

165 hedge funds and large institutions have $438M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more capital invested

Capital invested by funds: $311M → $438M (+$126M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

9.64% more ownership

Funds ownership: 29.66% → 39.3% (+9.6%)

7% more funds holding

Funds holding: 154 → 165 (+11)

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
61
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$88.1M
2
RVPG
Relative Value Partners Group
+$6.3M
3
Ameriprise
Ameriprise
Minnesota
+$4.47M
4
SIA
Sit Investment Associates
Minnesota
+$4.07M
5
1CP
1607 Capital Partners
Virginia
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$3.05M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.86M
3
RCM
Rivernorth Capital Management
Florida
-$1.66M
4
WAM
Wolverine Asset Management
Illinois
-$1.55M
5
Truist Financial
Truist Financial
North Carolina
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$154K +$9.78K +1,073 +7%
PAG
102
Private Advisor Group
New Jersey
$152K – – –
SCA
103
Sandy Cove Advisors
Massachusetts
$151K -$2.73K -300 -2%
PMG
104
ProVise Management Group
Florida
$151K -$24.6K -2,700 -15%
BTWM
105
Baker Tilly Wealth Management
Wisconsin
$149K – – –
CAS
106
CTC Alternative Strategies
Illinois
$148K +$141K +15,440 New
WA
107
WealthTrust Axiom
Pennsylvania
$142K – – –
CAM
108
Cresset Asset Management
Illinois
$138K – – –
BC
109
Barrett & Company
Rhode Island
$137K +$929 +102 +0.7%
HI
110
Harbour Investments
Wisconsin
$133K -$5.23K -574 -4%
CCG
111
Catalina Capital Group
California
$128K +$122K +13,352 New
HCM
112
Hollencrest Capital Management
California
$122K -$92.9K -10,200 -44%
HKAM
113
Horizon Kinetics Asset Management
New York
$119K -$355 -39 -0.3%
OC
114
Oppenheimer & Co
New York
$117K +$1.5K +165 +1%
AO
115
Advisor OS
Illinois
$113K +$8.04K +883 +8%
MA
116
MJP Associates
Connecticut
$113K +$108K +11,806 New
WFA
117
WMG Financial Advisors
Tennessee
$113K +$107K +11,750 New
AWM
118
AE Wealth Management
Kansas
$112K -$41.5K -4,560 -28%
EC
119
Elequin Capital
New York
$107K +$12.8K +1,404 +14%
TRCT
120
Tower Research Capital (TRC)
New York
$107K +$101K +11,122 +222,440%
SCA
121
STALEY CAPITAL ADVISERS
Pennsylvania
$104K +$465 +51 +0.5%
WAM
122
WealthTrust Asset Management
Florida
$99K +$556 +61 +0.6%
WJWM
123
Williams Jones Wealth Management
New York
$97.4K – – –
GW
124
GW & Wade
Massachusetts
$97K +$91.8K +10,079 New
AI
125
AXS Investments
New York
$95.8K +$91.1K +10,000 New
3 4
5
6 7

EVV Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2023, worth a combined $438M — up 41% from $311M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVV positions and 12 closed out — a net gain of 14 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.1M. The largest seller was Centaurus Financial, cutting an estimated $3.05M.

  • 165 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2023, up from 154 in Q3 2023.
  • Funds reported $438M of Eaton Vance Limited Duration Income Fund stock for Q4 2023, up 41% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2023 and 12 closed out, a net change of +14 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $88.1M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2023 was Centaurus Financial, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2023.