Eaton Vance Limited Duration Income Fund
166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more funds holding
Funds holding: 144 → 166 (+22)
14% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 42
1.16% more ownership
Funds ownership: 30.4% → 31.57% (+1.2%)
3% less capital invested
Capital invested by funds: $371M → $359M (-$12.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.68M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$2.61M |
| 4 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$2.34M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$2.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.1M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.55M |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$1.23M |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$1.05M |
EVV Hedge Fund Activity: Q4 2024 in Review
166 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2024, worth a combined $359M — down 3.3% from $371M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EVV positions and 13 closed out — a net gain of 25 holders — while 48 added to existing stakes and 42 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.4M. The largest seller was Pathstone Holdings, cutting an estimated $2.2M.
- 166 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2024, up from 144 in Q3 2024.
- Funds reported $359M of Eaton Vance Limited Duration Income Fund stock for Q4 2024, down 3.3% quarter-over-quarter.
- 38 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2024 and 13 closed out, a net change of +25 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2024 was LPL Financial, an estimated $3.4M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2024 was Pathstone Holdings, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2024.