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EVV

Eaton Vance Limited Duration Income Fund
EVV

159 hedge funds and large institutions have $429M invested in Eaton Vance Limited Duration Income Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more funds holding

Funds holding: 146 → 159 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.87% less ownership

Funds ownership: 29.18% → 28.31% (-0.87%)

4% less capital invested

Capital invested by funds: $447M → $429M (-$17.9M)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
48
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$5.77M
2
GC
Guggenheim Capital
Illinois
+$4.37M
3
VIA
Vident Investment Advisory
Georgia
+$2.24M
4
Morgan Stanley
Morgan Stanley
New York
+$2.12M
5
GC
Gilbert & Cook
Iowa
+$2M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$14.9M
2
SIA
Sit Investment Associates
Minnesota
-$13.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
4
Wells Fargo
Wells Fargo
California
-$4.86M
5
Cohen & Steers
Cohen & Steers
New York
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$57K -$34.9K -2,650 -38%
Lazard Asset Management
127
Lazard Asset Management
New York
$52K – – –
AF
128
Allworth Financial
California
$42K – – –
LC
129
Lindbrook Capital
California
$39K +$39.5K +3,000 New
PCMC
130
Paragon Capital Management (Colorado)
Colorado
$39K +$39.5K +3,000 New
OIA
131
Optimum Investment Advisors
Illinois
$33K – – –
MTWM
132
Masso Torrence Wealth Management
New Jersey
$31K +$31.2K +2,372 New
SIS
133
Sound Income Strategies
Florida
$30K – – –
TH
134
TCTC Holdings
Texas
$26K – – –
CT
135
Cambridge Trust
Massachusetts
$26K +$26.3K +2,000 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$22K – – –
GWM
137
Geneos Wealth Management
Colorado
$20K – – –
MRCM
138
M&R Capital Management
New Jersey
$18K – – –
CWP
139
Concord Wealth Partners
Virginia
$18K +$18.1K +1,377 New
GWSG
140
GPS Wealth Strategies Group
Colorado
$16K – – –
AIP
141
Ahrens Investment Partners
Louisiana
$13K +$13.2K +1,000 New
M1FG
142
Mach-1 Financial Group
Arkansas
$13K +$13.2K +1,000 New
RCM
143
Raleigh Capital Management
North Carolina
$13K +$13.2K +1,000 New
EIP
144
Ellis Investment Partners
Pennsylvania
$13K +$13.4K +1,015 New
IAG
145
Investmark Advisory Group
Connecticut
$13K +$14K +1,067 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$12K – – –
FF
147
FourThought Financial
Florida
$12K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$9K – – –
First Manhattan
149
First Manhattan
New York
$7K +$3.76K +286 +100%
NFG
150
Next Financial Group
Texas
$6K -$434 -33 -7%
4 5
6
7 8

EVV Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2021, worth a combined $429M — down 4% from $447M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EVV positions and 17 closed out — a net gain of 14 holders — while 48 added to existing stakes and 53 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $5.77M. The largest seller was Relative Value Partners Group, cutting an estimated $14.9M.

  • 159 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2021, up from 146 in Q3 2021.
  • Funds reported $429M of Eaton Vance Limited Duration Income Fund stock for Q4 2021, down 4% quarter-over-quarter.
  • 31 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2021 and 17 closed out, a net change of +14 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2021 was Cetera Advisor Networks, an estimated $5.77M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2021 was Relative Value Partners Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.