Eaton Vance Limited Duration Income Fund
131 hedge funds and large institutions have $468M invested in Eaton Vance Limited Duration Income Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 35
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
4% more capital invested
Capital invested by funds: $452M → $468M (+$16.2M)
1% more funds holding
Funds holding: 130 → 131 (+1)
0.46% more ownership
Funds ownership: 28.15% → 28.61% (+0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$9.45M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 3 |
DCM
Dearborn Capital Management
Chicago,
Illinois
|
+$1.51M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.4M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$4.01M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.34M |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$2.31M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.24M |
| 5 |
Morgan Stanley
New York
|
-$1.02M |
EVV Hedge Fund Activity: Q2 2017 in Review
131 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q2 2017, worth a combined $468M — up 3.6% from $452M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EVV positions and 11 closed out — a net gain of 2 holders — while 51 added to existing stakes and 35 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $9.45M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $4.01M sold.
- 131 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q2 2017, up from 130 in Q1 2017.
- Funds reported $468M of Eaton Vance Limited Duration Income Fund stock for Q2 2017, up 3.6% quarter-over-quarter.
- 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q2 2017 and 11 closed out, a net change of +2 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $9.45M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q2 2017 was Yorktown Management & Research Company, an estimated $4.01M sold.
Based on aggregated 13F filings for Q2 2017.