Eaton Vance Limited Duration Income Fund
122 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
9% more capital invested
Capital invested by funds: $339M → $371M (+$31.4M)
9% more funds holding
Funds holding: 112 → 122 (+10)
2.54% more ownership
Funds ownership: 19.8% → 22.34% (+2.5%)
0% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$8.21M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$7.66M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.55M |
| 4 |
SG Americas Securities
New York
|
+$4.75M |
| 5 |
Citigroup
New York
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.38M |
| 2 |
SCM
Saba Capital Management
New York
|
-$3M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.94M |
| 4 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$1.7M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.48M |
EVV Hedge Fund Activity: Q4 2014 in Review
122 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2014, worth a combined $371M — up 9.2% from $339M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new EVV positions and 11 closed out — a net gain of 13 holders — while 36 added to existing stakes and 36 trimmed.
The largest buyer was Relative Value Partners, adding an estimated $8.21M. The largest seller was Morgan Stanley, cutting an estimated $9.38M.
- 122 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2014, up from 112 in Q3 2014.
- Funds reported $371M of Eaton Vance Limited Duration Income Fund stock for Q4 2014, up 9.2% quarter-over-quarter.
- 24 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2014 and 11 closed out, a net change of +13 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2014 was Relative Value Partners, an estimated $8.21M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2014 was Morgan Stanley, an estimated $9.38M sold.
Based on aggregated 13F filings for Q4 2014.