Eaton Vance Limited Duration Income Fund
138 hedge funds and large institutions have $571M invested in Eaton Vance Limited Duration Income Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 19 closing their positions.
10% more capital invested
Capital invested by funds: $518M → $571M (+$53.6M)
0.58% more ownership
Funds ownership: 42.94% → 43.52% (+0.58%)
2% less funds holding
Funds holding: 141 → 138 (-3)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
20% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$26.9M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$6.83M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.75M |
| 4 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$3.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.91M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$5.29M |
| 3 |
SCM
Saba Capital Management
New York
|
-$4.63M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.39M |
| 5 |
RVPG
Relative Value Partners Group
|
-$3.2M |
EVV Hedge Fund Activity: Q2 2020 in Review
138 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2020, worth a combined $571M — up 10% from $518M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EVV and 16 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 40 added.
The largest buyer was Sit Investment Associates, adding an estimated $26.9M. The largest seller was Osaic Holdings, cutting an estimated $7.91M.
- 138 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2020, down from 141 in Q1 2020.
- Funds reported $571M of Eaton Vance Limited Duration Income Fund stock for Q2 2020, up 10% quarter-over-quarter.
- 16 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2020 and 19 closed out, a net change of -3 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $26.9M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q2 2020 was Osaic Holdings, an estimated $7.91M sold.
Based on aggregated 13F filings for Q2 2020.