Eaton Vance Limited Duration Income Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.77M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$4.37M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$2.24M |
| 4 |
Morgan Stanley
New York
|
+$2.12M |
| 5 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$14.9M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$13.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.73M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.86M |
| 5 |
Cohen & Steers
New York
|
-$2.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fidelity Investments
Boston,
Massachusetts
| – | +$13 | +1 | +100% |
|
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.