E
Eaton Vance Limited Duration Income Fund
EVV • AMEX
Eaton Vance Limited Duration Income Fund is a publicly traded company on AMEX. As of Q3 2025, 130 institutional investors hold shares in this company, with total holdings valued at $302.2M. MORGAN STANLEY is the largest holder with a position valued at $102.0M.
Websiteeatonvance.com
Overview
Overview of institutional ownership in EVV as of Q3 2025
All Institutions
- Institutions
- 130
- Value Held
- $302.2M
- Shares Held
- 29.8M
- Avg Position
- $2.3M
- Median Position
- $190.6K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $5.2M
- Shares Held
- 515.9K
- Avg Position
- $1.3M
- Median Position
- $616.0K
Biggest Investors
Institutions with the largest positions in EVV as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $102.0M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $41.7M 0.01% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $17.6M 0.13% of portfolio |
L LPL Financial LLC Institution | $17.2M 0.01% of portfolio |
 Invesco Ltd. ETF Provider | $15.0M 0.00% of portfolio |
 Chicago Partners Investment Group LLC RIA/Wealth | $10.5M 0.27% of portfolio |
 Capital Investment Advisors, LLC RIA/Wealth | $8.2M 0.14% of portfolio |
 UBS Group AG Institution | $7.8M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $7.2M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EVV in Q3 2025
- Traded
- +$6.4M
- Buyers
- 63
- Sellers
- 41
- Total Bought
- +$21.0M
- Total Sold
- −$14.6M
- Avg Position
- $2.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$6.2M +611.3K shares |
MORGAN STANLEY RIA/Wealth | +$1.6M +155.2K shares |
 Goss Wealth Management LLC RIA/Wealth | +$1.4M +139.5K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$1.4M +136.2K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.1M +104.1K shares |
Invesco Ltd. ETF Provider | +$918.6K +90.5K shares |
Cetera Investment Advisers RIA/Wealth | +$878.6K +86.6K shares |
UBS Group AG Institution | +$824.8K +81.3K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | +$799.0K +78.7K shares |
 PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | +$619.2K +5.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CURA WEALTH ADVISORS, LLC RIA/Wealth | −$3.8M −379.0K shares |
F Fiera Capital Corp Institution | −$2.2M −209.9K shares |
 Allspring Global Investments Holdings, LLC Long Only Manager | −$2.0M −191.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$1.4M −136.2K shares |
 KENNEDY INVESTMENT GROUP RIA/Wealth | −$1.3M −124.2K shares |
 Camelot Portfolios, LLC RIA/Wealth | −$836.6K −82.4K shares |
Capital Investment Advisors, LLC RIA/Wealth | −$716.3K −70.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$480.9K −47.4K shares |
 Wela Strategies, LLC RIA/Wealth | −$478.6K −46.6K shares |
N Neuberger Berman Group LLC Institution | −$205.2K −20.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EVV in Q3 2025
- New Positions
- 13
- New Value
- $1.4M
- Exited Positions
- 11
- Exited Value
- $4.9M
New Positions
| Institution | Position Value |
|---|---|
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | $619.2K 61.0K shares |
 VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | $355.3K 35.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $192.2K 18.9K shares |
 NBC SECURITIES, INC. RIA/Wealth | $175.6K 17.3K shares |
 Strategic Advocates LLC RIA/Wealth | $31.6K 3.1K shares |
 Legacy Wealth Managment, LLC/ID RIA/Wealth | $21.9K 2.2K shares |
 Turim 21 Investimentos Ltda. RIA/Wealth | $20.1K 2.0K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $10.2K 1.0K shares |
 TFC Financial Management RIA/Wealth | $1.7K 171.0 shares |
 CWM, LLC RIA/Wealth | $1.0K 138.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
F Fiera Capital Corp Institution | $2.2M 209.9K shares |
Allspring Global Investments Holdings, LLC Long Only Manager | $2.0M 191.5K shares |
Wela Strategies, LLC RIA/Wealth | $478.6K 46.6K shares |
N Neuberger Berman Group LLC Institution | $205.2K 20.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $110.2K 10.7K shares |
K Kentucky Trust Co Institution | $10.2K 998.0 shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $7.2K 700.0 shares |
 SJS Investment Consulting Inc. RIA/Wealth | $113.0 11.0 shares |
V Virtu Financial LLC Institution | - 24.2K shares |
 Penserra Capital Management LLC ETF Provider | - 530.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in EVV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EVV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Kanen Wealth Management LLC RIA/Wealth | 1.37% $4.1M |
 OAK HILL ADVISORS LP Hedge Fund•Distressed | 0.85% $4.0M |
 Shaker Financial Services, LLC RIA/Wealth | 0.84% $2.5M |
KENNEDY INVESTMENT GROUP RIA/Wealth | 0.79% $2.0M |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.58% $983.4K |
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | 0.44% $619.2K |
 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.39% $2.0M |
F Future Financial Wealth Managment LLC RIA/Wealth | 0.32% $503.7K |
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | 0.30% $355.3K |
M Mallini Complete Financial Planning LLC RIA/Wealth | 0.28% $342.1K |
Hedge Fund Spotlight
Discover hedge funds investing in EVV
OAK HILL ADVISORS LP
Hedge Fund • Distressed
Portfolio ManagerGlenn Russell August
- Portfolio Value
- $465.4M
- Positions
- 11
- Last Reported
- Q3 2025
Sector Allocation
E
Position in Eaton Vance Limited Duration Income Fund
- Market Value
- $4.0M
- Shares Held
- 390.4K
- Portfolio Weight
- 0.85%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Oil & Gas Equipment & Services Energy | $233.7M | 50.21% | |
Oil & Gas Equipment & Services Energy | $141.1M | 30.31% | |
Travel Services Consumer Cyclical | $18.6M | 4.00% |
