Sit entities disclose 6.6% EVV stake in Eaton Vance Limited Duration Income Fund
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13D/A
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.
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FAQ
What stake did Sit entities report in Eaton Vance Limited Duration Income Fund (EVV)?
Sit entities reported beneficial ownership of 7,640,602 common shares of Eaton Vance Limited Duration Income Fund, representing 6.6% of outstanding shares. These shares are held in client accounts, with Sit entities exercising shared voting and dispositive power over the positions disclosed in the amendment.
How was the 6.6% ownership in EVV calculated by Sit entities?
The 6.6% ownership figure is based on 7,640,602 shares beneficially owned compared with 116,203,460 shares outstanding as of September 30, 2025. The outstanding share count comes from Eaton Vance Limited Duration Income Fund’s Form N-CSRS referenced in the Schedule 13D amendment filing.
What is the purpose of Amendment No. 1 to the Schedule 13D for EVV?
Amendment No. 1 updates and supplements the original Schedule 13D filed October 20, 2025, regarding Eaton Vance Limited Duration Income Fund common stock. It restates current beneficial ownership, percentage of class, and related details, while leaving other items from the original filing unchanged except as specifically amended.
What information is contained in Exhibit A to the Sit entities’ Schedule 13D amendment?
Exhibit A provides a schedule of transactions in Eaton Vance Limited Duration Income Fund shares by the Sit entities during the past 60 days. It itemizes recent trading activity related to the reported beneficial ownership, complementing the aggregate position and percentage disclosed in the main body of the amendment.