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EVV

Eaton Vance Limited Duration Income Fund
EVV

149 hedge funds and large institutions have $528M invested in Eaton Vance Limited Duration Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

3% more funds holding

Funds holding: 145 → 149 (+4)

4.89% less ownership

Funds ownership: 39.18% → 34.29% (-4.9%)

8% less capital invested

Capital invested by funds: $575M → $528M (-$46.7M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
54
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$10.8M
2
PCM
Penserra Capital Management
California
+$3.99M
3
Cohen & Steers
Cohen & Steers
New York
+$3.49M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$2.98M
5
Morgan Stanley
Morgan Stanley
New York
+$2.67M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$21.8M
2
SIA
Sit Investment Associates
Minnesota
-$20.2M
3
SCM
Saba Capital Management
New York
-$18.7M
4
1CP
1607 Capital Partners
Virginia
-$16.9M
5
RVPG
Relative Value Partners Group
-$9.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$29K – – –
TH
127
TCTC Holdings
Texas
$27K – – –
BAM
128
Barrett Asset Management
New York
$24K – – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$23K +$16.1K +1,250 +262%
First Manhattan
130
First Manhattan
New York
$22K -$3.69K -286 -14%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$21K – – –
GWM
132
Geneos Wealth Management
Colorado
$20K – – –
MRCM
133
M&R Capital Management
New Jersey
$18K – – –
AWM
134
Avior Wealth Management
Nebraska
$16K – – –
M1FG
135
Mach-1 Financial Group
Arkansas
$13K – – –
MA
136
Montag & Associates
Georgia
$13K – – –
FF
137
FourThought Financial
Florida
$12K – – –
NFG
138
Next Financial Group
Texas
$10K -$1.57K -122 -13%
SPIA
139
Steward Partners Investment Advisory
New York
$9K -$38.6K -3,000 -82%
CBT
140
CoreFirst Bank & Trust
Kansas
$6K – – –
AWA
141
Arkadios Wealth Advisors
Georgia
$6K +$6.44K +500 New
BCWM
142
Bartlett & Co Wealth Management
Ohio
$3.38K – – –
BC
143
Bartlett & Co
Ohio
$3K – – –
PAM
144
Panagora Asset Management
Massachusetts
$2K -$2.36K -183 -56%
BU
145
BBVA USA
Alabama
$2K +$2.32K +180 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FWM
147
Focused Wealth Management
New York
$1K – – –
RCM
148
Rivernorth Capital Management
Florida
– -$21.8M -1,728,858 Closed
VCM
149
Vivaldi Capital Management
Illinois
– -$4.24M -331,755 Closed
PAS
150
Park Avenue Securities
New York
– -$895K -70,899 Closed
3 4 5
6
7

EVV Hedge Fund Activity: Q2 2021 in Review

149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2021, worth a combined $528M — down 8.1% from $575M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVV positions and 11 closed out — a net gain of 4 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $10.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $21.8M sold.

  • 149 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2021, up from 145 in Q1 2021.
  • Funds reported $528M of Eaton Vance Limited Duration Income Fund stock for Q2 2021, down 8.1% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2021 and 11 closed out, a net change of +4 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $10.8M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2021.