Eaton Vance Limited Duration Income Fund
140 hedge funds and large institutions have $554M invested in Eaton Vance Limited Duration Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
1% more funds holding
Funds holding: 138 → 140 (+2)
2% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 45
3% less capital invested
Capital invested by funds: $571M → $554M (-$17.6M)
1.52% less ownership
Funds ownership: 43.52% → 42% (-1.5%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.22M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.49M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$2.88M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$15.1M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.03M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.82M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.94M |
EVV Hedge Fund Activity: Q3 2020 in Review
140 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2020, worth a combined $554M — down 3.1% from $571M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EVV positions and 14 closed out — a net gain of 2 holders — while 46 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.22M. The largest seller was Saba Capital Management, cutting an estimated $15.1M.
- 140 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2020, up from 138 in Q2 2020.
- Funds reported $554M of Eaton Vance Limited Duration Income Fund stock for Q3 2020, down 3.1% quarter-over-quarter.
- 16 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2020 and 14 closed out, a net change of +2 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $7.22M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q3 2020 was Saba Capital Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2020.