Eaton Vance Limited Duration Income Fund
139 hedge funds and large institutions have $405M invested in Eaton Vance Limited Duration Income Fund in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 12 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
11% more funds holding
Funds holding: 125 → 139 (+14)
9% more capital invested
Capital invested by funds: $371M → $405M (+$34.2M)
2% more ownership
Funds ownership: 24.29% → 26.3% (+2%)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$11.3M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.98M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.16M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$4.02M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.25M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.86M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$2.12M |
| 4 |
Citigroup
New York
|
-$1.94M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.19M |
EVV Hedge Fund Activity: Q4 2015 in Review
139 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2015, worth a combined $405M — up 9.2% from $371M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EVV positions and 12 closed out — a net gain of 14 holders — while 41 added to existing stakes and 43 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $3.25M.
- 139 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2015, up from 125 in Q3 2015.
- Funds reported $405M of Eaton Vance Limited Duration Income Fund stock for Q4 2015, up 9.2% quarter-over-quarter.
- 26 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2015 and 12 closed out, a net change of +14 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2015 was Relative Value Partners Group, an estimated $11.3M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2015 was Morgan Stanley, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2015.