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EVV

Eaton Vance Limited Duration Income Fund
EVV

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
16
Increased
40
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$26.9M
2
GC
Guggenheim Capital
Illinois
+$6.83M
3
RCM
Rivernorth Capital Management
Florida
+$5.75M
4
PCM
PenderFund Capital Management
British Columbia, Canada
+$3.27M
5
Wells Fargo
Wells Fargo
California
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$7.91M
2
AA
Apriem Advisors
California
-$5.29M
3
SCM
Saba Capital Management
New York
-$4.63M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.39M
5
RVPG
Relative Value Partners Group
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$5K +$5.2K +477 New
MF
127
Manchester Financial
California
$3K -$2.22M -203,700 -100%
BC
128
Bartlett & Co
Ohio
$3K – – –
BCWM
129
Bartlett & Co Wealth Management
Ohio
$2.87K – – –
Northern Trust
130
Northern Trust
Illinois
$2K -$436K -40,000 -65%
FIA
131
FNY Investment Advisers
New York
$2K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FWM
133
Focused Wealth Management
New York
$1K – – –
WLPWM
134
Walled Lake Planning & Wealth Management
Illinois
$1K +$33 +3 +3%
CFD
135
Creative Financial Designs
Indiana
$1K +$1.39K +128 New
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
– -$4.39M -426,000 Closed
IWM
137
IHT Wealth Management
Illinois
– -$2.58M -244,263 Closed
CCP
138
Clough Capital Partners
Massachusetts
– -$2.2M -208,300 Closed
WIA
139
Westbourne Investment Advisors
Maryland
– -$1.5M -141,713 Closed
Goldman Sachs
140
Goldman Sachs
New York
– -$835K -79,005 Closed
Citadel Advisors
141
Citadel Advisors
Florida
– -$321K -30,328 Closed
WWM
142
Western Wealth Management
Colorado
– -$138K -13,125 Closed
EWM
143
Edge Wealth Management
New York
– -$55K -5,175 Closed
AIC
144
Ameritas Investment Company
Nebraska
– -$43K -4,090 Closed
WAP
145
Wealthcare Advisory Partners
Pennsylvania
– -$31K -2,939 Closed
AF
146
Allworth Financial
California
– -$24K -2,250 Closed
WT
147
Whittier Trust
California
– -$17K -1,597 Closed
NFG
148
Next Financial Group
Texas
– -$16K -1,458 Closed
CAN
149
Claraphi Advisory Network
United States
– -$13K -1,200 Closed
TPWA
150
TRUE Private Wealth Advisors
Oregon
– -$10K -1,000 Closed
3 4 5
6
7

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.