Eaton Vance Limited Duration Income Fund
150 hedge funds and large institutions have $334M invested in Eaton Vance Limited Duration Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
11% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 47
0.1% more ownership
Funds ownership: 27.65% → 27.75% (+0.1%)
3% less funds holding
Funds holding: 155 → 150 (-5)
11% less capital invested
Capital invested by funds: $375M → $334M (-$41.2M)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$6.38M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.85M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.65M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.84M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.86M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$5.28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.92M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$889K |
| 5 |
SCM
Saba Capital Management
New York
|
-$874K |
EVV Hedge Fund Activity: Q2 2022 in Review
150 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2022, worth a combined $334M — down 11% from $375M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EVV and 15 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 52 added.
The largest buyer was Bramshill Investments, opening a new position worth an estimated $6.38M. The largest seller was Sit Investment Associates, cutting an estimated $5.86M.
- 150 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2022, down from 155 in Q1 2022.
- Funds reported $334M of Eaton Vance Limited Duration Income Fund stock for Q2 2022, down 11% quarter-over-quarter.
- 15 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2022 and 18 closed out, a net change of -3 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2022 was Bramshill Investments, an estimated $6.38M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q2 2022 was Sit Investment Associates, an estimated $5.86M sold.
Based on aggregated 13F filings for Q2 2022.