Eaton Vance Limited Duration Income Fund
112 hedge funds and large institutions have $339M invested in Eaton Vance Limited Duration Income Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
2% more funds holding
Funds holding: 110 → 112 (+2)
0.64% more ownership
Funds ownership: 19.16% → 19.8% (+0.64%)
3% less capital invested
Capital invested by funds: $351M → $339M (-$11.5M)
13% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 39
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$6.78M |
| 2 |
Morgan Stanley
New York
|
+$4.82M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.13M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$3.98M |
| 2 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$2.22M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.35M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.32M |
| 5 |
SAM
Selway Asset Management
|
-$1.05M |
EVV Hedge Fund Activity: Q3 2014 in Review
112 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2014, worth a combined $339M — down 3.3% from $351M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EVV positions and 9 closed out — a net gain of 2 holders — while 34 added to existing stakes and 39 trimmed.
The largest buyer was UBS, adding an estimated $6.78M. The largest seller was Saba Capital Management, cutting an estimated $3.98M.
- 112 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2014, up from 110 in Q2 2014.
- Funds reported $339M of Eaton Vance Limited Duration Income Fund stock for Q3 2014, down 3.3% quarter-over-quarter.
- 11 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2014 and 9 closed out, a net change of +2 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2014 was UBS, an estimated $6.78M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2014 was Saba Capital Management, an estimated $3.98M sold.
Based on aggregated 13F filings for Q3 2014.