XEVVX

Eaton Vance LTD Durat INC

-$7.5M

Net Activity

Institutions Holding

136

Popularity Rank

#3790

Avg Weight

0.07%

Total Value

$380.8M

Ownership Trend

136 institutions currently hold XEVVX, with 66 net buyers and 52 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

52

Net Buying Institutions

66

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$92.8M
SI
Sit Investment Associates INC
$74.4M
AF
Ameriprise Financial INC
$45.5M
GC
Guggenheim Capital LLC
$17.2M
IL
Invesco Ltd.
$15.9M

Top 5 by Conviction

SI
Sit Investment Associates INC
1.51%
KW
Kanen Wealth Management LLC
1.29%
SF
Shaker Financial Services, LLC
0.95%
MW
Melfa Wealth Management, INC.
0.54%
KI
Kennedy Investment Group, INC.
0.45%
View all 136 holding institutions

Quarterly Activity

Recent Activity

+$235.8M

Total Buy Value

$159.4M

Total Sell Value

New buy13
Trim32
Add53
Sold out20

66

Net Buyers

52

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 LTD DURAT INC (XEVVX)?
Major stakeholders currently include Morgan Stanley ($92.8M), Sit Investment Associates INC ($74.4M), Ameriprise Financial INC ($45.5M). Based on the latest 13F filings, there are a total of 136 tracked investment funds and institutions maintaining positions in XEVVX.
What is the overall institutional sentiment toward XEVVX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $7.5M, driven by 66 managers accumulating shares while 52 reduced their exposure.
Which institutions have been selling or reducing their XEVVX positions?
In the latest period, 32 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $159.4M.
Are there any notable investors adding XEVVX to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 53 existing holders added to their shares. The total reported buy value for the quarter amounted to $235.8M.

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