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EVV

Eaton Vance Limited Duration Income Fund
EVV

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: 126 → 128 (+2)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$15.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.97M
3
LCM
Laurion Capital Management
New York
+$2.98M
4
1CP
1607 Capital Partners
Virginia
+$2.87M
5
CBA
Coastal Bridge Advisors
Connecticut
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.1M
2
WIA
Westbourne Investment Advisors
Maryland
-$1.9M
3
HK
Horizon Kinetics
New York
-$1.72M
4
NMC
Nine Masts Capital
Hong Kong
-$1.67M
5
PCM
Pointe Capital Management
Michigan
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$91K +$76.4K +5,703 +598%
WEC
102
Winslow Evans & Crocker
Massachusetts
$65.4K – – –
JP Morgan Chase
103
JP Morgan Chase
New York
$60K – – –
AIM
104
Advantage Investment Management
Iowa
$56K – – –
GWS
105
Glassman Wealth Services
Virginia
$55K – – –
MFW
106
Mosaic Family Wealth
Missouri
$51K +$844 +63 +2%
SIA
107
SeaBridge Investment Advisors
New Jersey
$49K – – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$45K – – –
TJHA
109
Thomas J. Herzfeld Advisors
Florida
$36K – – –
IP
110
Intellectus Partners
California
$29K +$28.6K +2,132 New
AWM
111
Avior Wealth Management
Nebraska
$26K +$8.71K +650 +52%
PCM
112
Penserra Capital Management
California
$25K +$2.77K +207 +12%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$24K +$308 +23 +1%
BAM
114
Bruderman Asset Management
New York
$14K – – –
WA
115
WFG Advisors
Texas
$14K – – –
CFA
116
Carroll Financial Associates
North Carolina
$13K – – –
PCA
117
Peddock Capital Advisors
Massachusetts
$10K – – –
LWCFA
118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.93K +666 New
SPIA
119
Steward Partners Investment Advisory
New York
$9K +$9.05K +675 New
GWM
120
Geneos Wealth Management
Colorado
$8K – – –
CFS
121
Commonwealth Financial Services
West Virginia
$7K – – –
BFEC
122
Benjamin F. Edwards & Company
Missouri
$5K – – –
NFG
123
Next Financial Group
Texas
$5K – – –
IWM
124
IHT Wealth Management
Illinois
$5K +$5.31K +396 New
PA
125
Parallel Advisors
California
$3K +$2.99K +223 New
2 3 4
5
6

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.