Eaton Vance Limited Duration Income Fund
167 hedge funds and large institutions have $303M invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
12% more funds holding
Funds holding: 149 → 167 (+18)
11% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 46
3% more capital invested
Capital invested by funds: $294M → $303M (+$9.22M)
0.3% more ownership
Funds ownership: 27.4% → 27.7% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.89M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.57M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$7.29M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.9M |
| 3 |
Morgan Stanley
New York
|
-$3.28M |
| 4 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$1.87M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.16M |
EVV Hedge Fund Activity: Q4 2022 in Review
167 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2022, worth a combined $303M — up 3.1% from $294M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EVV positions and 14 closed out — a net gain of 20 holders — while 51 added to existing stakes and 46 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.89M. The largest seller was Guggenheim Capital, cutting an estimated $7.29M.
- 167 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2022, up from 149 in Q3 2022.
- Funds reported $303M of Eaton Vance Limited Duration Income Fund stock for Q4 2022, up 3.1% quarter-over-quarter.
- 34 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2022 and 14 closed out, a net change of +20 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $1.89M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2022 was Guggenheim Capital, an estimated $7.29M sold.
Based on aggregated 13F filings for Q4 2022.