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EVV

Eaton Vance Limited Duration Income Fund
EVV

154 hedge funds and large institutions have $311M invested in Eaton Vance Limited Duration Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

1.74% more ownership

Funds ownership: 27.93% → 29.66% (+1.7%)

2% more capital invested

Capital invested by funds: $304M → $311M (+$7.5M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 156 → 154 (-2)

Holders
154
Holders Change
-2
Holders Change %
-1.28%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
52
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$8.16M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.53M
3
AA
AQR Arbitrage
Connecticut
+$2.17M
4
COLIM
City of London Investment Management
United Kingdom
+$2.17M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.97M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.46M
2
CF
Centaurus Financial
California
-$1.33M
3
CA
CoreCap Advisors
Michigan
-$925K
4
AC
Almitas Capital
California
-$828K
5
Walleye Capital
Walleye Capital
New York
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.7M +$275K +29,582 +0.3%
SIA
2
Sit Investment Associates
Minnesota
$44.1M +$823K +88,522 +2%
Invesco
3
Invesco
Georgia
$16.1M -$447K -48,089 -3%
PCM
4
Penserra Capital Management
California
$10.8M +$8.16M +877,821 +275%
Ameriprise
5
Ameriprise
Minnesota
$8.16M +$1.81M +194,137 +27%
UBS Group
6
UBS Group
Switzerland
$7.74M -$1.46M -156,935 -15%
CPIG
7
Chicago Partners Investment Group
Illinois
$7.39M +$112K +12,031 +1%
CWP
8
Cyndeo Wealth Partners
Florida
$7.3M – – –
LPL Financial
9
LPL Financial
California
$7.07M +$790K +85,001 +12%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$6.6M +$3.53M +379,573 +108%
AWA
11
Arete Wealth Advisors
Illinois
$6.42M -$102 -11 -0%
GC
12
Guggenheim Capital
Illinois
$6.04M +$310K +33,288 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.79M +$1.97M +212,307 +50%
KIG
14
Kennedy Investment Group
New Jersey
$5.62M +$28.4K +3,050 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.41M +$123K +13,237 +3%
AA
16
AQR Arbitrage
Connecticut
$4.22M +$2.17M +233,613 +100%
Bank of America
17
Bank of America
North Carolina
$4.21M -$132K -14,153 -3%
CF
18
Centaurus Financial
California
$3.85M -$1.33M -143,449 -25%
OHA
19
Oak Hill Advisors
New York
$3.65M – – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.47M +$202K +21,700 +6%
Cohen & Steers
21
Cohen & Steers
New York
$3.39M – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.32M +$161K +17,264 +5%
RJA
23
Raymond James & Associates
Florida
$3.17M +$8.55K +920 +0.3%
Stifel Financial
24
Stifel Financial
Missouri
$2.98M +$87.9K +9,454 +3%
SFS
25
Shaker Financial Services
Virginia
$2.7M +$646K +69,432 +30%
1
2 3 4 5

EVV Hedge Fund Activity: Q3 2023 in Review

154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2023, worth a combined $311M — up 2.5% from $304M a quarter earlier.

Fund positioning in EVV was balanced in Q3 2023: 16 funds opened new positions, 16 closed out, 52 added to existing stakes and 45 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $8.16M. The largest seller was UBS Group, cutting an estimated $1.46M.

  • 154 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2023, down from 156 in Q2 2023.
  • Funds reported $311M of Eaton Vance Limited Duration Income Fund stock for Q3 2023, up 2.5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2023 and 16 closed out, a net change of 0 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2023 was Penserra Capital Management, an estimated $8.16M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q3 2023 was UBS Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2023.