We are live on ! Find out more
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
NFG
151
Next Financial Group
Texas
$2K – – –
PMFA
152
Plante Moran Financial Advisors
Michigan
$2K +$24 +2 +1%
ASN
153
Advisory Services Network
Georgia
$1K – – –
FWM
154
Focused Wealth Management
New York
$1K – – –
FGC
155
Financial Gravity Companies
Texas
$1K +$829 +68 New
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$975 +80 New
KCM
157
Karp Capital Management
California
$1K +$1.22K +100 New
SFS
158
Shaker Financial Services
Virginia
– -$4.32M -340,662 Closed
Walleye Trading
159
Walleye Trading
New York
– -$2.75M -217,100 Closed
PCM
160
Prelude Capital Management
New York
– -$1.27M -100,000 Closed
CWM
161
Cornerstone Wealth Management
Missouri
– -$3.72M -52,271 Closed
William Blair & Company
162
William Blair & Company
Illinois
– -$427K -33,680 Closed
NMC
163
Nine Masts Capital
Hong Kong
– -$298K -23,500 Closed
DA
164
Doliver Advisors
Texas
– -$239K -18,825 Closed
TSS
165
Two Sigma Securities
New York
– -$226K -17,845 Closed
AFP
166
Ausdal Financial Partners
Iowa
– -$203K -15,999 Closed
NGA
167
Naples Global Advisors
Florida
– -$200K -15,785 Closed
DWM
168
Dynasty Wealth Management
Florida
– -$195K -15,400 Closed
SFWA
169
Summit Financial Wealth Advisors
Louisiana
– -$184K -15,000 Closed
BHBT
170
Burke & Herbert Bank & Trust
Virginia
– -$184K -14,500 Closed
AWM
171
AE Wealth Management
Kansas
– -$160K -12,656 Closed
FIM
172
Freedom Investment Management
Connecticut
– -$128K -10,031 Closed
SWP
173
Stratos Wealth Partners
Ohio
– -$76K -5,986 Closed
BI
174
Bramshill Investments
Florida
– -$34K -2,700 Closed
IP
175
Intellectus Partners
California
– -$31K -2,407 Closed
4 5 6
7
8

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.