Eaton Vance Limited Duration Income Fund
155 hedge funds and large institutions have $375M invested in Eaton Vance Limited Duration Income Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.66% less ownership
Funds ownership: 28.31% → 27.65% (-0.66%)
2% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 50
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
3% less funds holding
Funds holding: 159 → 155 (-4)
13% less capital invested
Capital invested by funds: $429M → $375M (-$54.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$9.32M |
| 2 |
Morgan Stanley
New York
|
+$6.64M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$4.43M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.7M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$8.38M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$7.07M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.9M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.19M |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
-$3.75M |
EVV Hedge Fund Activity: Q1 2022 in Review
155 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2022, worth a combined $375M — down 13% from $429M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EVV and 17 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 49 added.
The largest buyer was Guggenheim Capital, adding an estimated $9.32M. The largest seller was Cohen & Steers, cutting an estimated $8.38M.
- 155 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2022, down from 159 in Q4 2021.
- Funds reported $375M of Eaton Vance Limited Duration Income Fund stock for Q1 2022, down 13% quarter-over-quarter.
- 17 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2022 was Guggenheim Capital, an estimated $9.32M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2022 was Cohen & Steers, an estimated $8.38M sold.
Based on aggregated 13F filings for Q1 2022.