Sit entities report 6.6% stake in Eaton Vance
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 1 to their Schedule 13D on Eaton Vance Limited Duration Income Fund.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 1 to their Schedule 13D on Eaton Vance Limited Duration Income Fund. They report beneficial ownership of 7,640,602 common shares, representing 6.6% of the fund’s outstanding shares.
The percentage is based on 116,203,460 shares outstanding as of September 30, 2025, as reported in the fund’s Form N-CSRS. The Sit entities have shared voting and dispositive power over these shares held in client accounts, while no single client account holds more than 5% and none of their directors or executive officers own shares directly.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake did Sit entities report in Eaton Vance Limited Duration Income Fund (EVV)?
How was the 6.6% ownership in EVV calculated by Sit entities?
What is the purpose of Amendment No. 1 to the Schedule 13D for EVV?
What information is contained in Exhibit A to the Sit entities’ Schedule 13D amendment?
AI-generated analysis. How Rhea-AI works. Not financial advice.