EVSD

Eaton Vance Shrt Dur INC

+$275.5M

Net Activity

Institutions Holding

77

Popularity Rank

#5046

Avg Weight

0.50%

Total Value

$861.9M

Ownership Trend

77 institutions currently hold EVSD, with 60 net buyers and 21 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

21

Net Buying Institutions

60

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$404.0M
AF
Ameriprise Financial INC
$74.0M
LF
LPL Financial LLC
$51.5M
RJ
Raymond James Financial INC
$24.5M
DD
D.a. Davidson & Co.
$18.4M

Top 5 by Conviction

LW
LeClair Wealth Partners LLC
5.79%
BW
Blue Water Asset Management
5.79%
TF
Tilson Financial Group, Inc.
5.06%
PA
Prism Advisors, Inc.
4.07%
PT
Platform Technology Partners
2.56%
View all 77 holding institutions

Quarterly Activity

Recent Activity

+$828.0M

Total Buy Value

$52.4M

Total Sell Value

New buy21
Trim13
Add39
Sold out8

60

Net Buyers

21

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EATON VANCE SHRT DUR INC (EVSD)?
Major stakeholders currently include Morgan Stanley ($404.0M), Ameriprise Financial INC ($74.0M), LPL Financial LLC ($51.5M). Based on the latest 13F filings, there are a total of 77 tracked investment funds and institutions maintaining positions in EVSD.
What is the overall institutional sentiment toward EVSD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $275.5M, driven by 60 managers accumulating shares while 21 reduced their exposure.
Which institutions have been selling or reducing their EVSD positions?
In the latest period, 13 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $52.4M.
Are there any notable investors adding EVSD to their portfolios?
Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 39 existing holders added to their shares. The total reported buy value for the quarter amounted to $828.0M.

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