Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Limited Duration (EVV)

145 + Investors. Track Smart Money conviction in EVV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — EVV

Based on 135 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EVV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
135 funds currently hold this stock — 84% of the 3.0-year high of 160 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold EVV compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

66 buying56 selling
Last quarter: 66 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 12 → 22 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
94 out of 135 hedge funds have held EVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -25%

Value
-24%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

7 → 14 → 12 → 22 → 14 new funds/Q
New funds entering each quarter: 14 → 12 → 22 → 14. A growing number of institutions are discovering EVV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 14% newcomers

■ 73% veterans ■ 13% 1-2yr ■ 14% new
Entry-cohort mix of 135 holders: 98 (73%) are 2+ year veterans, 18 entered 1–2 years ago, and 19 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
15 of 135 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EVV

In 2026 Q1, 66 hedge funds were net buyers of EVV (14 opened a new position, 52 added to an existing one), while 56 reduced or exited (33 trimmed, 23 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 65% of total institutional value in EVV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 135.

Hedge Fund Ownership: EVV

How many hedge funds hold EVV — quarterly history vs. share price
Quarterly hedge fund ownership of EVV vs. share price

Market Analysis: EVV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EVV
145 + Investors

Track Smart Money conviction in EVV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 145 135 7.41%
13F Shares 43M 41M 5.18%
Total Value $310M $294M 5.65%
New Positions 21 14 +7
Increased Positions 49 52 -3
Closed Positions 11 23 -12
Reduced Positions 40 33 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVV

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

145 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EVV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kanen Wealth Management LLC 1.06% 465,077 $4.4M
2 Shaker Financial Services, LLC 0.68% 232,722 $2.2M
3 Oak Hill Advisors LP 0.52% 390,403 $3.7M
4 Melfa Wealth Management, INC. 0.50% 99,596 $933K
5 Kennedy Investment Group, INC. 0.35% 111,452 $1.0M
6 Future Financial Wealth Managment LLC 0.24% 42,340 $386K
7 Mallini Complete Financial Planning LLC 0.23% 34,773 $326K
8 Virtue Asset Management LLC 0.19% 28,975 $271K
9 Chicago Partners Investment Group LLC 0.19% 1,043,303 $9.5M
10 Pointe Capital Management LLC 0.19% 44,619 $418K
11 Cyndeo Wealth Partners, LLC 0.17% 391,237 $3.7M
12 Cura Wealth Advisors, LLC 0.14% 34,912 $327K
13 Aviance Capital Partners, LLC 0.14% 139,597 $1.3M
14 Fortitude Advisory Group L.L.C. 0.13% 36,756 $344K
15 Mendel Capital Management LLC 0.11% 27,242 $255K
16 Camelot Portfolios, LLC 0.11% 16,576 $155K
17 Guggenheim Capital LLC 0.10% 1,771,126 $16.6M
18 Almitas Capital LLC 0.10% 46,399 $435K
19 Ethos Financial Group, LLC 0.10% 165,093 $1.5M
20 Decision Investments, Inc 0.10% 12,100 $113K
21 Wealth Effects LLC 0.09% 36,745 $344K
22 Rock Point Advisors, LLC 0.09% 38,749 $363K
23 Clear Creek Financial Management, LLC 0.08% 139,244 $1.3M
24 WealthTrust Asset Management, LLC 0.08% 15,961 $150K
25 Advisory Solutions Group, LLC 0.08% 25,211 $236K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Vance Limited Duration (EVV)

What does the Smart Money Trend signal show for EVV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EVV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EVV?

Slight buying edge — 54% buying: Last quarter: 66 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVV holders?

Elite ownership — 65% AUM from top-100 funds: 15 of 135 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVV?

70% of holders stayed for 2+ years: 94 out of 135 hedge funds have held EVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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