Eaton Vance Limited Duration Income Fund
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.
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)
Top Buyers
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$10.8M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$3.99M |
| 3 |
Cohen & Steers
New York
|
+$3.49M |
| 4 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$2.98M |
| 5 |
Morgan Stanley
New York
|
+$2.67M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICMP
151
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| – | -$141K | -11,184 | Closed |
|
|
SW
152
SVB Wealth
Boston,
Massachusetts
| – | -$133K | -10,525 | Closed |
|
153
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$129K | -10,203 | Closed |
|
|
IAIM
154
International Assets Investment Management
Orlando,
Florida
| – | -$21K | -1,702 | Closed |
|
|
WAP
155
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$12K | -912 | Closed |
|
|
SWM
156
Spire Wealth Management
Mclean,
Virginia
| – | -$11K | -893 | Closed |
|
|
MF
157
Manchester Financial
Westlake Village,
California
| – | -$4K | -300 | Closed |
|
|
DAC
158
Dividend Assets Capital
Ridgeland,
South Carolina
| – | +$232 | +18 | New |
|
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.