Eaton Vance Limited Duration Income Fund
154 hedge funds and large institutions have $306M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 51
1% more capital invested
Capital invested by funds: $303M → $306M (+$2.47M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.96% less ownership
Funds ownership: 27.7% → 26.74% (-0.96%)
8% less funds holding
Funds holding: 167 → 154 (-13)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$4.82M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.06M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.26M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$7.39M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.8M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.84M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
EVV Hedge Fund Activity: Q1 2023 in Review
154 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2023, worth a combined $306M — up 0.82% from $303M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of EVV and 14 opened new positions — a net loss of 12 holders — while 51 trimmed existing stakes and 55 added.
The largest buyer was Cyndeo Wealth Partners, adding an estimated $4.82M. The largest seller was Sit Investment Associates, cutting an estimated $7.39M.
- 154 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2023, down from 167 in Q4 2022.
- Funds reported $306M of Eaton Vance Limited Duration Income Fund stock for Q1 2023, up 0.82% quarter-over-quarter.
- 14 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2023 and 26 closed out, a net change of -12 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2023 was Cyndeo Wealth Partners, an estimated $4.82M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2023 was Sit Investment Associates, an estimated $7.39M sold.
Based on aggregated 13F filings for Q1 2023.