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EVV

Eaton Vance Limited Duration Income Fund

103 hedge funds and large institutions have $347M invested in Eaton Vance Limited Duration Income Fund in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

13% more funds holding

Funds holding: 91103 (+12)

7% more capital invested

Capital invested by funds: $324M → $347M (+$23.1M)

1.62% more ownership

Funds ownership: 17.67%19.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
103
Holders Change
+12
Holders Change %
+13.19%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
31
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change

EVV Hedge Fund Activity: Q4 2013 in Review

103 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2013, worth a combined $347M — up 7.1% from $324M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EVV positions and 10 closed out — a net gain of 13 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Relative Value Partners, adding an estimated $9.49M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 103 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2013, up from 91 in Q3 2013.
  • Funds reported $347M of Eaton Vance Limited Duration Income Fund stock for Q4 2013, up 7.1% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2013 and 10 closed out, a net change of +13 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2013 was Relative Value Partners, an estimated $9.49M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2013 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2013.