Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE LIMITED DURATION (EVV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — EVV

Based on 143 hedge funds · latest filing: 2025 Q4 · 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
143 funds currently hold this stock — 91% of the 3.0-year high of 157 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold EVV compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

70 buying61 selling
Last quarter: 70 funds bought or added vs 61 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new EVV position: 7 → 13 → 12 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 23% medium 14% new
90 out of 143 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.
🚀

Acceleration phase — new buyers rushing in

36 → 7 → 13 → 12 → 22 new funds/Q
New funds entering each quarter: 7 → 13 → 12 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 10% 1-2yr 22% new
Of 143 current holders: 97 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
11 of 143 holders are among the 100 largest funds by AUM, controlling 51% 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EVV
2026 Q1 Stats Unlock in 22 days 143 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 143 137 4.38%
13F Shares 39M 39M 1.28%
Total Value $390M $392M -0.5%
New Positions 22 12 +10
Increased Positions 48 54 -6
Closed Positions 16 19 -3
Reduced Positions 45 35 +10
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

143 + investors

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

Top 25 institutional holders of EVV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MELFA WEALTH MANAGEMENT, INC. 0.54% 99,606 $941K
2 KENNEDY INVESTMENT GROUP, INC. 0.45% 120,455 $1.1M
3 Future Financial Wealth Managment LLC 0.29% 48,157 $457K
4 Mallini Complete Financial Planning LLC 0.26% 34,415 $325K
5 Cyndeo Wealth Partners, LLC 0.20% 401,237 $3.8M
6 DECISION INVESTMENTS, INC 0.13% 12,100 $114K
7 Mendel Capital Management LLC 0.13% 27,242 $257K
8 WEALTH EFFECTS LLC 0.12% 36,095 $341K
9 Quad-Cities Investment Group, LLC 0.11% 29,493 $279K
10 Clear Creek Financial Management, LLC 0.10% 134,545 $1.3M
11 Capital Investment Advisors, LLC 0.10% 629,405 $5.9M
12 IAMS WEALTH MANAGEMENT, LLC 0.07% 20,000 $189K
13 CoreCap Advisors, LLC 0.04% 121,655 $1.1M
14 Byrne Asset Management LLC 0.03% 4,750 $45K
15 WEDBUSH SECURITIES INC 0.03% 93,632
16 Onyx Bridge Wealth Group LLC 0.01% 14,130 $134K
17 PFG Investments, LLC 0.01% 31,593 $299K
18 NBC SECURITIES, INC. 0.01% 18,300 $173K
19 Janney Montgomery Scott LLC 0.01% 520,780 $5K
20 B. Riley Wealth Advisors, Inc. 0.01% 20,556 $187K
21 FIRST MERCHANTS CORP 0.01% 21,000 $198K
22 CITY HOLDING CO 0.01% 6,000 $57K
23 West Branch Capital LLC 0.01% 2,128 $20K
24 Ares Financial Consulting, LLC 0.00% 586 $6K
25 Merit Financial Group, LLC 0.00% 57,855 $547K
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 — 53% buying: Last quarter: 70 funds bought or added vs 61 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 — 51% AUM from top-100 funds: 11 of 143 holders are among the 100 largest funds by AUM, controlling 51% 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?

63% of holders stayed for 2+ years: 90 out of 143 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.