Eaton Vance Limited Duration Income Fund
144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 42
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
3% more capital invested
Capital invested by funds: $359M → $371M (+$12.5M)
0% more funds holding
Funds holding: 144 → 144 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.27% less ownership
Funds ownership: 31.67% → 30.4% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.83M |
| 2 |
Morgan Stanley
New York
|
+$2.74M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.62M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.18M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$8.06M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$6.49M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.31M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.1M |
| 5 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$2.2M |
EVV Hedge Fund Activity: Q3 2024 in Review
144 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2024, worth a combined $371M — up 3.5% from $359M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EVV positions and 13 closed out — a net gain of 1 holder — while 48 added to existing stakes and 42 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.83M. The largest seller was Penserra Capital Management, cutting an estimated $8.06M.
- 144 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $371M of Eaton Vance Limited Duration Income Fund stock for Q3 2024, up 3.5% quarter-over-quarter.
- 14 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2024 and 13 closed out, a net change of +1 holder.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2024 was Ameriprise, an estimated $3.83M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2024 was Penserra Capital Management, an estimated $8.06M sold.
Based on aggregated 13F filings for Q3 2024.