Eaton Vance Limited Duration Income Fund
149 hedge funds and large institutions have $294M invested in Eaton Vance Limited Duration Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 12 closing their positions.
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
0% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 49
0.34% less ownership
Funds ownership: 27.75% → 27.4% (-0.34%)
1% less funds holding
Funds holding: 150 → 149 (-1)
12% less capital invested
Capital invested by funds: $334M → $294M (-$39.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$6.86M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.68M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.41M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.22M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$6.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.07M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$2.61M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.44M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$2.27M |
EVV Hedge Fund Activity: Q3 2022 in Review
149 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2022, worth a combined $294M — down 12% from $334M a quarter earlier.
Fund positioning in EVV was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 49 added to existing stakes and 49 trimmed.
The largest buyer was Arete Wealth Advisors, adding an estimated $6.86M. The largest seller was Bramshill Investments, cutting an estimated $6.23M.
- 149 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2022, down from 150 in Q2 2022.
- Funds reported $294M of Eaton Vance Limited Duration Income Fund stock for Q3 2022, down 12% quarter-over-quarter.
- 12 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2022 and 12 closed out, a net change of 0 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2022 was Arete Wealth Advisors, an estimated $6.86M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2022 was Bramshill Investments, an estimated $6.23M sold.
Based on aggregated 13F filings for Q3 2022.