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.
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
8% more capital invested
Capital invested by funds: $631M → $684M (+$53M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$10.2M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$7.7M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.58M |
| 4 |
RVPG
Relative Value Partners Group
|
+$3.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$9.36M |
| 2 |
SCM
Saba Capital Management
New York
|
-$4.71M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$2.31M |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
-$2.11M |
| 5 |
Citigroup
New York
|
-$2.1M |
EVV Hedge Fund Activity: Q4 2019 in Review
143 of the 5,092 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.