Eaton Vance Limited Duration Income Fund
130 hedge funds and large institutions have $452M invested in Eaton Vance Limited Duration Income Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
2% more funds holding
Funds holding: 128 → 130 (+2)
0% more capital invested
Capital invested by funds: $451M → $452M (+$1.18M)
0.17% more ownership
Funds ownership: 27.98% → 28.15% (+0.17%)
2% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 43
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.46M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$3.21M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.19M |
| 4 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
|
+$2.71M |
| 5 |
Cohen & Steers
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.79M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.24M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.12M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$2.26M |
| 5 |
HK
Horizon Kinetics
New York
|
-$1.44M |
EVV Hedge Fund Activity: Q1 2017 in Review
130 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2017, worth a combined $452M — up 0.26% from $451M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EVV positions and 17 closed out — a net gain of 3 holders — while 42 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.46M. The largest seller was LPL Financial, exiting entirely with an estimated $4.79M sold.
- 130 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2017, up from 128 in Q4 2016.
- Funds reported $452M of Eaton Vance Limited Duration Income Fund stock for Q1 2017, up 0.26% quarter-over-quarter.
- 20 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2017 and 17 closed out, a net change of +3 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $9.46M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2017 was LPL Financial, an estimated $4.79M sold.
Based on aggregated 13F filings for Q1 2017.