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EVV

Eaton Vance Limited Duration Income Fund
EVV

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
27
Increased
45
Reduced
53
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$18.2M
2
SIA
Sit Investment Associates
Minnesota
+$13.2M
3
RVPG
Relative Value Partners Group
+$11.1M
4
1CP
1607 Capital Partners
Virginia
+$10.3M
5
RCM
Rivernorth Capital Management
Florida
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.47M
2
Bank of America
Bank of America
North Carolina
-$4.38M
3
SFS
Shaker Financial Services
Virginia
-$4.32M
4
Ameriprise
Ameriprise
Minnesota
-$4.02M
5
CWM
Cornerstone Wealth Management
Missouri
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
101
Good Life Advisors
Pennsylvania
$184K -$21.2K -1,736 -10%
WWM
102
Western Wealth Management
Colorado
$178K +$181K +14,843 New
MFW
103
Meristem Family Wealth
Minnesota
$172K +$176K +14,400 New
WGA
104
Weather Gauge Advisory
Virginia
$160K +$163K +13,405 New
HCM
105
Hollencrest Capital Management
California
$158K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$150K +$51K +4,184 +50%
AIM
107
Axiom Investment Management
New York
$148K +$152K +12,453 New
MML Investors Services
108
MML Investors Services
Massachusetts
$146K -$121K -9,951 -45%
AIC
109
Ameritas Investment Company
Nebraska
$144K +$147K +12,082 New
AGA
110
Accuvest Global Advisors
Utah
$139K – – –
ACM
111
Avalon Capital Management
California
$138K -$71.1K -5,828 -33%
DI
112
DFPG Investments
Utah
$135K +$138K +11,351 New
P
113
&Partners
Tennessee
$132K +$142K +11,638 New
GW
114
GW & Wade
Massachusetts
$131K – – –
FFG
115
Ford Financial Group
California
$129K +$1.17K +96 +0.9%
MCM
116
Maryland Capital Management
Maryland
$128K +$130K +10,700 New
SRC
117
Shufro Rose & Co
New York
$125K -$177K -14,500 -58%
SWM
118
SeaCrest Wealth Management
New York
$123K -$42.7K -3,500 -25%
HCA
119
Harbour Capital Advisors
Virginia
$123K – – –
MOS
120
MGO One Seven
Ohio
$117K +$120K +9,833 New
ESB
121
Essex Savings Bank
Connecticut
$111K +$113K +9,300 New
AWMS
122
Advocacy Wealth Management Services
Georgia
$87K – – –
EWM
123
Edge Wealth Management
New York
$62K -$73.5K -6,029 -54%
OIA
124
Optimum Investment Advisors
Illinois
$54K +$15.9K +1,300 +41%
AIM
125
Advantage Investment Management
Iowa
$49K +$3.05K +250 +6%
3 4
5
6 7

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.