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
↑ +10
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — EVV

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
145 funds currently hold this stock — 91% 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EVV is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

70 buying51 selling
Last quarter: 70 funds bought or added vs 51 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new EVV position: 12 → 22 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 14% medium ■ 17% new
100 out of 145 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.
➡️

Steady discovery — ~21 new funds/quarter

14 → 12 → 22 → 14 → 21 new funds/Q
New funds entering each quarter: 12 → 22 → 14 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 17% new
Entry-cohort mix of 145 holders: 105 (72%) are 2+ year veterans, 15 entered 1–2 years ago, and 25 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
15 of 145 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q2, 70 hedge funds were net buyers of EVV (21 opened a new position, 49 added to an existing one), while 51 reduced or exited (40 trimmed, 11 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 64% of total institutional value in EVV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 145.

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

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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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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVV?

Slight buying edge — 58% buying: Last quarter: 70 funds bought or added vs 51 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 — 64% AUM from top-100 funds: 15 of 145 holders are among the 100 largest funds by AUM, controlling 64% 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?

69% of holders stayed for 2+ years: 100 out of 145 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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