Eaton Vance Limited Duration Income Fund
156 hedge funds and large institutions have $304M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1% more funds holding
Funds holding: 154 → 156 (+2)
1.18% more ownership
Funds ownership: 26.74% → 27.93% (+1.2%)
1% less capital invested
Capital invested by funds: $306M → $304M (-$1.87M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.31M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.75M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.43M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.54M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.44M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.25M |
| 4 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$1.04M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$920K |
EVV Hedge Fund Activity: Q2 2023 in Review
156 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2023, worth a combined $304M — down 0.61% from $306M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EVV positions and 16 closed out — a net gain of 3 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.31M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.54M.
- 156 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2023, up from 154 in Q1 2023.
- Funds reported $304M of Eaton Vance Limited Duration Income Fund stock for Q2 2023, down 0.61% quarter-over-quarter.
- 19 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2023 and 16 closed out, a net change of +3 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.31M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $4.54M sold.
Based on aggregated 13F filings for Q2 2023.