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EVV

Eaton Vance Limited Duration Income Fund
EVV

156 hedge funds and large institutions have $581M invested in Eaton Vance Limited Duration Income Fund in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

3.53% more ownership

Funds ownership: 37.92% → 41.45% (+3.5%)

1% more capital invested

Capital invested by funds: $577M → $581M (+$4.08M)

1% more funds holding

Funds holding: 155 → 156 (+1)

15% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 53

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
27
Increased
45
Reduced
53
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$18.2M
2
SIA
Sit Investment Associates
Minnesota
+$13.2M
3
RVPG
Relative Value Partners Group
+$11.1M
4
1CP
1607 Capital Partners
Virginia
+$10.3M
5
RCM
Rivernorth Capital Management
Florida
+$9.76M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.47M
2
Bank of America
Bank of America
North Carolina
-$4.38M
3
SFS
Shaker Financial Services
Virginia
-$4.32M
4
Ameriprise
Ameriprise
Minnesota
-$4.02M
5
CWM
Cornerstone Wealth Management
Missouri
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.7M -$6.47M -530,954 -7%
SCM
2
Saba Capital Management
New York
$72.1M +$18.2M +1,493,929 +33%
SIA
3
Sit Investment Associates
Minnesota
$64.5M +$13.2M +1,080,701 +25%
RCM
4
Rivernorth Capital Management
Florida
$51.1M +$9.76M +800,308 +23%
UBS Group
5
UBS Group
Switzerland
$46.3M -$3.03M -248,815 -6%
RVPG
6
Relative Value Partners Group
$31.9M +$11.1M +913,802 +52%
1CP
7
1607 Capital Partners
Virginia
$25.2M +$10.3M +846,431 +67%
Invesco
8
Invesco
Georgia
$18M -$1.11M -91,325 -6%
Wells Fargo
9
Wells Fargo
California
$12.9M +$3.2M +262,593 +32%
CPIG
10
Chicago Partners Investment Group
Illinois
$11M +$1.02M +83,498 +10%
PPA
11
Parametric Portfolio Associates
Washington
$9M +$1.24M +101,801 +16%
Ameriprise
12
Ameriprise
Minnesota
$8.81M -$4.02M -329,946 -31%
AA
13
Apriem Advisors
California
$8.13M +$997K +81,739 +14%
CP
14
Camelot Portfolios
Ohio
$7.84M +$182K +14,930 +2%
Cohen & Steers
15
Cohen & Steers
New York
$7.7M +$1.76M +144,142 +29%
VIA
16
Vident Investment Advisory
Georgia
$7.7M -$109K -8,925 -1%
Bank of America
17
Bank of America
North Carolina
$7.15M -$4.38M -359,255 -37%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.11M -$171K -14,005 -3%
RJA
19
Raymond James & Associates
Florida
$4.87M +$3.51M +287,873 +238%
BlackRock
20
BlackRock
New York
$4.35M +$2.3M +188,708 +107%
FFA
21
First Foundation Advisors
California
$4.33M +$209K +17,143 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.12M +$322K +26,393 +8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.67M +$1.37M +112,098 +57%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.62M +$92.6K +7,591 +3%
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$3.48M – – –
1
2 3 4 5

EVV Hedge Fund Activity: Q4 2018 in Review

156 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2018, worth a combined $581M — up 0.71% from $577M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EVV positions and 22 closed out — a net gain of 5 holders — while 45 added to existing stakes and 53 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $18.2M. The largest seller was Morgan Stanley, cutting an estimated $6.47M.

  • 156 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2018, up from 155 in Q3 2018.
  • Funds reported $581M of Eaton Vance Limited Duration Income Fund stock for Q4 2018, up 0.71% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2018 and 22 closed out, a net change of +5 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2018 was Saba Capital Management, an estimated $18.2M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2018.