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EVV

Eaton Vance Limited Duration Income Fund

136 hedge funds and large institutions have $383M invested in Eaton Vance Limited Duration Income Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

1.12% more ownership

Funds ownership: 33.74%34.86% (+1.1%)

1% less capital invested

Capital invested by funds: $389M → $383M (-$5.59M)

7% less funds holding

Funds holding: 146136 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
52
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.8M -$1.79M -183,747 -2%
SIA
2
Sit Investment Associates
Minnesota
$74.4M +$13.7M +1,408,266 +22%
Ameriprise
3
Ameriprise
Minnesota
$45.5M +$3M +307,744 +7%
GC
4
Guggenheim Capital
Illinois
$17.2M +$564K +57,804 +3%
Invesco
5
Invesco
Georgia
$15.9M +$2.18M +223,208 +15%
LPL Financial
6
LPL Financial
California
$10.4M -$2.4M -245,836 -18%
CPIG
7
Chicago Partners Investment Group
Illinois
$10.2M +$129K +13,216 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.41M +$193K +19,806 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.82M +$1.19M +122,470 +15%
UBS Group
10
UBS Group
Switzerland
$6.78M -$480K -49,252 -6%
CIA
11
Capital Investment Advisors
Georgia
$5.95M -$825K -84,660 -12%
Raymond James Financial
12
Raymond James Financial
Florida
$5.59M +$695K +71,287 +14%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.92M +$110K +11,313 +2%
CWP
14
Cyndeo Wealth Partners
Florida
$3.79M -$350K -35,891 -8%
OHA
15
Oak Hill Advisors
New York
$3.69M
KWM
16
Kanen Wealth Management
Florida
$3.59M +$241K +24,700 +7%
Cohen & Steers
17
Cohen & Steers
New York
$3.55M
Osaic Holdings
18
Osaic Holdings
Arizona
$3.52M +$101K +10,369 +3%
Wells Fargo
19
Wells Fargo
California
$3.44M +$210K +21,589 +6%
Stifel Financial
20
Stifel Financial
Missouri
$3.05M +$397K +40,718 +14%
SFS
21
Shaker Financial Services
Virginia
$2.73M +$491K +50,314 +21%
KAS
22
Kestra Advisory Services
Texas
$2.69M +$222K +22,793 +9%
Bank of America
23
Bank of America
North Carolina
$2.52M -$280K -28,670 -10%
NA
24
NewEdge Advisors
Louisiana
$2.32M -$134K -13,729 -5%
Creative Planning
25
Creative Planning
Kansas
$2.16M +$1.95K +200 +0.1%

EVV Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2026, worth a combined $383M — down 1.4% from $389M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EVV and 13 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 52 added.

The largest buyer was Sit Investment Associates, adding an estimated $13.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 136 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2026, down from 146 in Q4 2025.
  • Funds reported $383M of Eaton Vance Limited Duration Income Fund stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2026 and 20 closed out, a net change of -7 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $13.7M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q1 2026 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2026.