Eaton Vance Limited Duration Income Fund
156 hedge funds and large institutions have $581M invested in Eaton Vance Limited Duration Income Fund in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 22 closing their positions.
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
3.53% more ownership
Funds ownership: 37.92% → 41.45% (+3.5%)
1% more capital invested
Capital invested by funds: $577M → $581M (+$4.08M)
1% more funds holding
Funds holding: 155 → 156 (+1)
15% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$18.2M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$13.2M |
| 3 |
RVPG
Relative Value Partners Group
|
+$11.1M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$10.3M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$9.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.38M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.32M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.02M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.72M |
EVV Hedge Fund Activity: Q4 2018 in Review
156 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2018, worth a combined $581M — up 0.71% from $577M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EVV positions and 22 closed out — a net gain of 5 holders — while 45 added to existing stakes and 53 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $18.2M. The largest seller was Morgan Stanley, cutting an estimated $6.47M.
- 156 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2018, up from 155 in Q3 2018.
- Funds reported $581M of Eaton Vance Limited Duration Income Fund stock for Q4 2018, up 0.71% quarter-over-quarter.
- 27 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2018 and 22 closed out, a net change of +5 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2018 was Saba Capital Management, an estimated $18.2M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $6.47M sold.
Based on aggregated 13F filings for Q4 2018.