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EVV

Eaton Vance Limited Duration Income Fund
EVV

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: 146 → 136 (-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
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$13.7M
2
Ameriprise
Ameriprise
Minnesota
+$3M
3
Invesco
Invesco
Georgia
+$2.18M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.19M
5
WAM
Wolverine Asset Management
Illinois
+$936K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.4M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.79M
5
Jane Street
Jane Street
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
76
First Foundation Advisors
California
$176K – – –
NS
77
NBC Securities
Alabama
$173K +$9.75K +1,000 +6%
DCM
78
Dudley Capital Management
Virginia
$164K – – –
CIA
79
Concurrent Investment Advisors
Florida
$162K – – –
SI
80
Stephens Inc
Arkansas
$162K +$6.82K +700 +4%
WAM
81
WealthTrust Asset Management
Florida
$161K +$166K +16,994 New
OC
82
Oppenheimer & Co
New York
$160K +$54.1K +5,547 +49%
AA
83
Armis Advisers
Georgia
$157K – – –
CP
84
Camelot Portfolios
Ohio
$157K -$8.98K -921 -5%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$156K +$29 +3 +0%
SCA
86
Sandy Cove Advisors
Massachusetts
$147K – – –
MC
87
Moors & Cabot
Massachusetts
$145K -$29K -2,979 -16%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$142K +$147K +15,039 New
CAM
89
Cresset Asset Management
Illinois
$136K – – –
HI
90
Harbour Investments
Wisconsin
$135K +$16K +1,642 +13%
Corient Private Wealth
91
Corient Private Wealth
Florida
$135K -$125K -12,826 -47%
OBWG
92
Onyx Bridge Wealth Group
New York
$134K +$4.71K +483 +4%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$126K +$130K +13,332 New
PMG
94
ProVise Management Group
Florida
$123K -$11.7K -1,200 -8%
HCM
95
Hollencrest Capital Management
California
$121K – – –
HKAM
96
Horizon Kinetics Asset Management
New York
$117K – – –
CIA
97
Cape Investment Advisory
Georgia
$115K -$7.95K -815 -6%
DI
98
Decision Investments
California
$114K -$975 -100 -0.8%
WA
99
WealthTrust Axiom
Pennsylvania
$112K – – –
WWM
100
Western Wealth Management
Colorado
$105K – – –
2 3
4
5 6

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.