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EVV

Eaton Vance Limited Duration Income Fund
EVV

165 hedge funds and large institutions have $438M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more capital invested

Capital invested by funds: $311M → $438M (+$126M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

9.64% more ownership

Funds ownership: 29.66% → 39.3% (+9.6%)

7% more funds holding

Funds holding: 154 → 165 (+11)

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
61
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$88.1M
2
RVPG
Relative Value Partners Group
+$6.3M
3
Ameriprise
Ameriprise
Minnesota
+$4.47M
4
SIA
Sit Investment Associates
Minnesota
+$4.07M
5
1CP
1607 Capital Partners
Virginia
+$2.47M

Top Sellers

1
CF
Centaurus Financial
California
-$3.05M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.86M
3
RCM
Rivernorth Capital Management
Florida
-$1.66M
4
WAM
Wolverine Asset Management
Illinois
-$1.55M
5
Truist Financial
Truist Financial
North Carolina
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$176M +$88.1M +9,670,299 +111%
SIA
2
Sit Investment Associates
Minnesota
$51M +$4.07M +447,097 +9%
Invesco
3
Invesco
Georgia
$16.1M -$870K -95,462 -5%
Ameriprise
4
Ameriprise
Minnesota
$13.4M +$4.47M +490,942 +54%
PCM
5
Penserra Capital Management
California
$12.3M +$811K +88,977 +7%
LPL Financial
6
LPL Financial
California
$8.38M +$845K +92,800 +12%
CPIG
7
Chicago Partners Investment Group
Illinois
$7.75M -$437K -47,947 -6%
UBS Group
8
UBS Group
Switzerland
$7.59M -$578K -63,402 -7%
CWP
9
Cyndeo Wealth Partners
Florida
$7.4M -$324K -35,517 -4%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$7.26M +$248K +27,170 +4%
RVPG
11
Relative Value Partners Group
$6.97M +$6.3M +691,372 +1,931%
AWA
12
Arete Wealth Advisors
Illinois
$6.92M +$102K +11,242 +2%
GC
13
Guggenheim Capital
Illinois
$6.68M +$266K +29,170 +4%
AA
14
AQR Arbitrage
Connecticut
$6.54M +$1.97M +216,586 +46%
KIG
15
Kennedy Investment Group
New Jersey
$6.04M +$83.8K +9,200 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.06M +$365K +40,010 +8%
Bank of America
17
Bank of America
North Carolina
$4.64M +$172K +18,839 +4%
SFS
18
Shaker Financial Services
Virginia
$4.18M +$1.25M +137,627 +46%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.18M -$1.86M -204,700 -32%
RJA
20
Raymond James & Associates
Florida
$3.89M +$502K +55,125 +16%
OHA
21
Oak Hill Advisors
New York
$3.87M – – –
Cohen & Steers
22
Cohen & Steers
New York
$3.6M – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.49M -$21.9K -2,404 -0.7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.45M -$216K -23,660 -6%
Stifel Financial
25
Stifel Financial
Missouri
$3.05M -$97.6K -10,710 -3%
1
2 3 4 5

EVV Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2023, worth a combined $438M — up 41% from $311M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVV positions and 12 closed out — a net gain of 14 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.1M. The largest seller was Centaurus Financial, cutting an estimated $3.05M.

  • 165 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2023, up from 154 in Q3 2023.
  • Funds reported $438M of Eaton Vance Limited Duration Income Fund stock for Q4 2023, up 41% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2023 and 12 closed out, a net change of +14 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $88.1M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2023 was Centaurus Financial, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2023.