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Eaton Vance Limited Duration Income Fund

143 hedge funds and large institutions have $684M invested in Eaton Vance Limited Duration Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital inflows, than outflows

Capital inflows: $50.5M | Capital outflows: $31.8M

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.05% more ownership

Funds ownership: 43.45% → 44.5% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1% less funds holding

Funds holding: 144 → 143 (-1)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
51
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

EVV Hedge Fund Activity: Q4 2019 in Review

143 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2019, worth a combined $684M — up 8.4% from $631M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVV positions and 17 closed out — a net gain of 3 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $10.2M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $9.36M sold.

  • 143 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2019, down from 144 in Q3 2019.
  • Funds reported $684M of Eaton Vance Limited Duration Income Fund stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2019 and 17 closed out, a net change of +3 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2019 was Penserra Capital Management, an estimated $10.2M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $9.36M sold.

Based on aggregated 13F filings for Q4 2019.