Eaton Vance Limited Duration Income Fund
165 hedge funds and large institutions have $438M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
41% more capital invested
Capital invested by funds: $311M → $438M (+$126M)
33% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 46
9.64% more ownership
Funds ownership: 29.66% → 39.3% (+9.6%)
7% more funds holding
Funds holding: 154 → 165 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$88.1M |
| 2 |
RVPG
Relative Value Partners Group
|
+$6.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.47M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.07M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$3.05M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.86M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.66M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.55M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
JP Morgan Chase
New York
| – | -$23K | -2,547 | Closed |
|
|
CSPIA
177
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$21.7K | -2,400 | Closed |
|
EVV Hedge Fund Activity: Q4 2023 in Review
165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2023, worth a combined $438M — up 41% from $311M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EVV positions and 12 closed out — a net gain of 14 holders — while 61 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $88.1M. The largest seller was Centaurus Financial, cutting an estimated $3.05M.
- 165 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2023, up from 154 in Q3 2023.
- Funds reported $438M of Eaton Vance Limited Duration Income Fund stock for Q4 2023, up 41% quarter-over-quarter.
- 26 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2023 and 12 closed out, a net change of +14 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $88.1M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2023 was Centaurus Financial, an estimated $3.05M sold.
Based on aggregated 13F filings for Q4 2023.