Eaton Vance Limited Duration Income Fund
123 hedge funds and large institutions have $478M invested in Eaton Vance Limited Duration Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 17 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
41% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 37
2% more capital invested
Capital invested by funds: $468M → $478M (+$9.19M)
0.34% more ownership
Funds ownership: 28.61% → 28.95% (+0.34%)
6% less funds holding
Funds holding: 131 → 123 (-8)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$6.23M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$6.18M |
| 3 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$1.85M |
| 4 |
Morgan Stanley
New York
|
+$1.62M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.8M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.86M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$3.7M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.16M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.6M |
EVV Hedge Fund Activity: Q3 2017 in Review
123 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2017, worth a combined $478M — up 2% from $468M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EVV and 9 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 52 added.
The largest buyer was Chicago Partners Investment Group, adding an estimated $6.23M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.8M.
- 123 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2017, down from 131 in Q2 2017.
- Funds reported $478M of Eaton Vance Limited Duration Income Fund stock for Q3 2017, up 2% quarter-over-quarter.
- 9 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2017 and 17 closed out, a net change of -8 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2017 was Chicago Partners Investment Group, an estimated $6.23M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2017 was Rivernorth Capital Management, an estimated $4.8M sold.
Based on aggregated 13F filings for Q3 2017.