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EVV

Eaton Vance Limited Duration Income Fund

128 hedge funds and large institutions have $451M invested in Eaton Vance Limited Duration Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $427M → $451M (+$24.4M)

1.87% more ownership

Funds ownership: 26.11%27.98% (+1.9%)

2% more funds holding

Funds holding: 126128 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
41
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Laurion Capital Management
New York
$3.05M +$2.98M +222,353 New
Stifel Financial
27
Stifel Financial
Missouri
$2.89M -$264K -19,710 -9%
CBA
28
Coastal Bridge Advisors
Connecticut
$2.37M +$2.31M +172,496 New
RCM
29
Robinson Capital Management
Michigan
$2.21M
SAM
30
Selway Asset Management
$2.15M -$39.8K -2,970 -2%
HK
31
Horizon Kinetics
New York
$2.05M -$1.72M -128,575 -46%
FAAS
32
First Allied Advisory Services
California
$1.99M +$86.2K +6,428 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.96M +$530K +39,547 +38%
FWIA
34
Fort Washington Investment Advisors
Ohio
$1.59M +$1.55M +115,812 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.49M +$185K +13,827 +15%
RJA
36
Raymond James & Associates
Florida
$1.48M +$624K +46,572 +76%
AA
37
Apriem Advisors
California
$1.36M +$349K +26,045 +36%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.3M +$96.8K +7,223 +8%
CRC
39
Curi RMB Capital
Illinois
$1.28M +$459K +34,273 +58%
DA
40
Doliver Advisors
Texas
$1.26M -$312K -23,269 -20%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.25M +$310K +23,144 +34%
SB
42
Suntrust Banks
Georgia
$1.23M +$20.5K +1,528 +2%
ACP
43
Aviance Capital Partners
Florida
$1.22M -$81.9K -6,112 -6%
BCM
44
Blume Capital Management
California
$1.19M +$2.68K +200 +0.2%
ICOA
45
Investment Centers of America
North Dakota
$1.05M -$27.5K -2,049 -3%
CIA
46
Capital Investment Advisors
Georgia
$918K -$41.9K -3,124 -4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$784K -$505K -37,669 -40%
FHA
48
Flagship Harbor Advisors
Massachusetts
$714K +$691K +51,569 New
JHIU
49
Janus Henderson Investors US
Colorado
$654K -$670K -50,000 -51%
ACM
50
Avalon Capital Management
California
$648K -$1.17M -87,256 -65%

EVV Hedge Fund Activity: Q4 2016 in Review

128 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2016, worth a combined $451M — up 5.7% from $427M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVV positions and 16 closed out — a net gain of 3 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.6M. The largest seller was UBS Group, cutting an estimated $2.1M.

  • 128 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2016, up from 126 in Q3 2016.
  • Funds reported $451M of Eaton Vance Limited Duration Income Fund stock for Q4 2016, up 5.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2016 and 16 closed out, a net change of +3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $15.6M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2016 was UBS Group, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2016.