Eaton Vance Limited Duration Income Fund
150 hedge funds and large institutions have $495M invested in Eaton Vance Limited Duration Income Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
22% more funds holding
Funds holding: 123 → 150 (+27)
18% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 40
1.79% more ownership
Funds ownership: 28.95% → 30.74% (+1.8%)
4% more capital invested
Capital invested by funds: $478M → $495M (+$17.6M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$14.7M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$7.62M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$5.54M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.4M |
| 5 |
Walleye Trading
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$16.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.83M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.38M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$712K |
| 5 |
Citigroup
New York
|
-$705K |
EVV Hedge Fund Activity: Q4 2017 in Review
150 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2017, worth a combined $495M — up 3.7% from $478M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EVV positions and 9 closed out — a net gain of 27 holders — while 47 added to existing stakes and 40 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $14.7M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $16.5M.
- 150 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2017, up from 123 in Q3 2017.
- Funds reported $495M of Eaton Vance Limited Duration Income Fund stock for Q4 2017, up 3.7% quarter-over-quarter.
- 36 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2017 and 9 closed out, a net change of +27 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $14.7M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q4 2017 was Advocacy Wealth Management Services, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2017.