Eaton Vance Limited Duration Income Fund
145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 44
2.85% less ownership
Funds ownership: 42.03% → 39.18% (-2.9%)
6% less funds holding
Funds holding: 154 → 145 (-9)
6% less capital invested
Capital invested by funds: $612M → $575M (-$36.5M)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$6.84M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.4M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.92M |
| 4 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
+$1.91M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$28.8M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$20.3M |
| 3 |
RVPG
Relative Value Partners Group
|
-$4.81M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$4.47M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.23M |
EVV Hedge Fund Activity: Q1 2021 in Review
145 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2021, worth a combined $575M — down 6% from $612M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of EVV and 17 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 54 added.
The largest buyer was Cohen & Steers, adding an estimated $6.84M. The largest seller was Saba Capital Management, cutting an estimated $28.8M.
- 145 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2021, down from 154 in Q4 2020.
- Funds reported $575M of Eaton Vance Limited Duration Income Fund stock for Q1 2021, down 6% quarter-over-quarter.
- 17 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2021 and 24 closed out, a net change of -7 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2021 was Cohen & Steers, an estimated $6.84M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2021 was Saba Capital Management, an estimated $28.8M sold.
Based on aggregated 13F filings for Q1 2021.