Eaton Vance Limited Duration Income Fund
141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
7% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 46
1% less funds holding
Funds holding: 143 → 141 (-2)
1.57% less ownership
Funds ownership: 44.5% → 42.94% (-1.6%)
24% less capital invested
Capital invested by funds: $684M → $518M (-$166M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.62M |
| 2 |
OHA
Oak Hill Advisors
New York
|
+$6.18M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$5.88M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.37M |
| 5 |
MF
Manchester Financial
Westlake Village,
California
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$22.9M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$15M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$7.15M |
| 4 |
SCM
Saba Capital Management
New York
|
-$3.78M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.01M |
EVV Hedge Fund Activity: Q1 2020 in Review
141 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2020, worth a combined $518M — down 24% from $684M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EVV positions and 21 closed out — a net gain of 2 holders — while 43 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.62M. The largest seller was UBS Group, cutting an estimated $22.9M.
- 141 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2020, down from 143 in Q4 2019.
- Funds reported $518M of Eaton Vance Limited Duration Income Fund stock for Q1 2020, down 24% quarter-over-quarter.
- 23 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2020 and 21 closed out, a net change of +2 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2020 was Morgan Stanley, an estimated $7.62M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2020 was UBS Group, an estimated $22.9M sold.
Based on aggregated 13F filings for Q1 2020.