Eaton Vance Limited Duration Income Fund
146 hedge funds and large institutions have $447M invested in Eaton Vance Limited Duration Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 12 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 50
2% less funds holding
Funds holding: 149 → 146 (-3)
5.11% less ownership
Funds ownership: 34.29% → 29.18% (-5.1%)
15% less capital invested
Capital invested by funds: $528M → $447M (-$81.3M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$876K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$19.3M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$14.2M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
-$14.2M |
| 4 |
RVPG
Relative Value Partners Group
|
-$10.2M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$5.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
151
FNY Investment Advisers
New York
| – | -$106K | -8,000 | Closed |
|
|
AWM
152
Avior Wealth Management
Omaha,
Nebraska
| – | -$16K | -1,250 | Closed |
|
|
M1FG
153
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$13K | -1,000 | Closed |
|
|
BU
154
BBVA USA
Birmingham,
Alabama
| – | -$2K | -180 | Closed |
|
|
PAM
155
Panagora Asset Management
Boston,
Massachusetts
| – | -$2K | -145 | Closed |
|
156
Fidelity Investments
Boston,
Massachusetts
| – | +$13 | +1 | New |
|
EVV Hedge Fund Activity: Q3 2021 in Review
146 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2021, worth a combined $447M — down 15% from $528M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EVV and 10 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 48 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.78M. The largest seller was Parametric Portfolio Associates, cutting an estimated $19.3M.
- 146 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2021, down from 149 in Q2 2021.
- Funds reported $447M of Eaton Vance Limited Duration Income Fund stock for Q3 2021, down 15% quarter-over-quarter.
- 10 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2021 and 12 closed out, a net change of -2 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2021 was Citadel Advisors, an estimated $6.78M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2021.