Eaton Vance Limited Duration Income Fund
127 hedge funds and large institutions have $427M invested in Eaton Vance Limited Duration Income Fund in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 33
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2% more funds holding
Funds holding: 125 → 127 (+2)
0% more capital invested
Capital invested by funds: $425M → $427M (+$2.09M)
0.18% less ownership
Funds ownership: 26.29% → 26.11% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.76M |
| 2 |
Morgan Stanley
New York
|
+$3.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.93M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$1.91M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$18M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.62M |
| 3 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$837K |
| 4 |
RVPG
Relative Value Partners Group
|
-$787K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$723K |
EVV Hedge Fund Activity: Q3 2016 in Review
127 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2016, worth a combined $427M — up 0.49% from $425M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EVV positions and 9 closed out — a net gain of 4 holders — while 53 added to existing stakes and 33 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.76M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $18M sold.
- 127 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2016, up from 125 in Q2 2016.
- Funds reported $427M of Eaton Vance Limited Duration Income Fund stock for Q3 2016, up 0.49% quarter-over-quarter.
- 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2016 and 9 closed out, a net change of +4 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2016 was Wells Fargo, an estimated $3.76M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2016 was Laurion Capital Management, an estimated $18M sold.
Based on aggregated 13F filings for Q3 2016.