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EVV

Eaton Vance Limited Duration Income Fund

128 hedge funds and large institutions have $451M invested in Eaton Vance Limited Duration Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $427M → $451M (+$24.4M)

1.87% more ownership

Funds ownership: 26.11%27.98% (+1.9%)

2% more funds holding

Funds holding: 126128 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
41
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.8M +$4.97M +370,678 +6%
UBS Group
2
UBS Group
Switzerland
$57.8M -$2.1M -156,538 -4%
RCM
3
Rivernorth Capital Management
Florida
$46.9M +$15.6M +1,165,732 +52%
SIA
4
Sit Investment Associates
Minnesota
$29.7M +$189K +14,117 +0.7%
RVPG
5
Relative Value Partners Group
$29.6M -$7.48K -558 -0%
Invesco
6
Invesco
Georgia
$23.3M -$168K -12,510 -0.7%
Bank of America
7
Bank of America
North Carolina
$14.2M +$1.45M +107,919 +12%
1CP
8
1607 Capital Partners
Virginia
$13.8M +$2.87M +214,200 +27%
AWMS
9
Advocacy Wealth Management Services
Georgia
$11.6M +$221K +16,521 +2%
AAM
10
Advisors Asset Management
Colorado
$8.66M -$1.44M -107,416 -15%
CP
11
Camelot Portfolios
Ohio
$8.29M +$765K +57,037 +10%
Wells Fargo
12
Wells Fargo
California
$7.09M -$4.38K -327 -0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.99M -$672K -50,153 -10%
Ameriprise
14
Ameriprise
Minnesota
$5.95M +$523K +39,015 +10%
Cohen & Steers
15
Cohen & Steers
New York
$5.64M -$41.9K -3,124 -0.8%
Lazard Asset Management
16
Lazard Asset Management
New York
$5.43M
VIA
17
Vident Investment Advisory
Georgia
$5.16M +$343K +25,624 +7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.03M -$6.25K -466 -0.1%
LPL Financial
19
LPL Financial
California
$4.79M +$586K +43,681 +14%
FFA
20
First Foundation Advisors
California
$4.68M -$152K -11,313 -3%
YMRC
21
Yorktown Management & Research Company
Virginia
$3.98M
HighTower Advisors
22
HighTower Advisors
Illinois
$3.84M +$231K +17,266 +7%
ZA
23
Zazove Associates
Nevada
$3.46M
Citigroup
24
Citigroup
New York
$3.46M +$13.3K +996 +0.4%
Creative Planning
25
Creative Planning
Kansas
$3.07M +$336K +25,060 +13%

EVV Hedge Fund Activity: Q4 2016 in Review

128 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2016, worth a combined $451M — up 5.7% from $427M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVV positions and 16 closed out — a net gain of 3 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15.6M. The largest seller was UBS Group, cutting an estimated $2.1M.

  • 128 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2016, up from 126 in Q3 2016.
  • Funds reported $451M of Eaton Vance Limited Duration Income Fund stock for Q4 2016, up 5.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2016 and 16 closed out, a net change of +3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $15.6M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2016 was UBS Group, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2016.