Eaton Vance Limited Duration Income Fund
144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.89% less ownership
Funds ownership: 32.57% → 31.67% (-0.89%)
3% less capital invested
Capital invested by funds: $369M → $359M (-$10M)
6% less funds holding
Funds holding: 153 → 144 (-9)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.04M |
| 2 |
Morgan Stanley
New York
|
+$3.06M |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$2.19M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.4M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$965K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$7.2M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$3.3M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.74M |
| 4 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
-$2.17M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.58M |
EVV Hedge Fund Activity: Q2 2024 in Review
144 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2024, worth a combined $359M — down 2.7% from $369M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of EVV and 11 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 57 added.
The largest buyer was Ameriprise, adding an estimated $4.04M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $7.2M sold.
- 144 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2024, down from 153 in Q1 2024.
- Funds reported $359M of Eaton Vance Limited Duration Income Fund stock for Q2 2024, down 2.7% quarter-over-quarter.
- 11 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2024 and 16 closed out, a net change of -5 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2024 was Ameriprise, an estimated $4.04M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q2 2024 was Relative Value Partners Group, an estimated $7.2M sold.
Based on aggregated 13F filings for Q2 2024.