Morgan Stanley Amends EVV Stake: 13G/A Filed
Ticker: EVV · Form: SC 13G/A · Filed: Feb 8, 2024 · CIK: 1222922
| Field | Detail |
|---|---|
| Company | Eaton Vance Ltd Duration Income Fund (EVV) |
| Form Type | SC 13G/A |
| Filed Date | Feb 8, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, fund-holdings
TL;DR
**Morgan Stanley just updated its stake in Eaton Vance Ltd Duration Income Fund (EVV) as of year-end 2023.**
AI Summary
Morgan Stanley, a major financial institution, filed an Amendment No. 12 to its Schedule 13G on February 8, 2024, disclosing its ownership in Eaton Vance Ltd Duration Income Fund (EVV) as of December 31, 2023. This filing indicates that Morgan Stanley continues to hold a significant, though potentially adjusted, stake in the fund. For investors, this matters because large institutional holdings can influence stock stability and liquidity, and changes in these holdings can signal shifts in institutional sentiment towards the fund.
Why It Matters
This filing confirms Morgan Stanley's continued institutional interest in Eaton Vance Ltd Duration Income Fund, which can provide a level of stability and confidence for current and prospective investors.
Risk Assessment
Risk Level: low — This is a routine amendment filing by a large institution, indicating ongoing ownership rather than a new, volatile event.
Analyst Insight
Investors should note Morgan Stanley's continued presence as a holder, but this filing alone doesn't provide enough detail to warrant immediate action. Further investigation into the specific percentage of ownership and any changes from prior filings would be prudent.
Key Players & Entities
- Morgan Stanley (company) — the entity filing the SC 13G/A amendment
- Eaton Vance Ltd Duration Income Fund (company) — the subject company in which Morgan Stanley holds securities
- December 31, 2023 (date) — the date of the event requiring the filing
- February 8, 2024 (date) — the filing date of the SC 13G/A
- Amendment No. 12 (number) — the specific amendment number for this filing
FAQ
What is the purpose of this specific SC 13G/A filing?
This is an Amendment No. 12 to a Schedule 13G, filed by Morgan Stanley, indicating an update to their beneficial ownership of Common Stock in Eaton Vance Ltd Duration Income Fund as of December 31, 2023.
Who is the 'Subject Company' in this filing?
The 'Subject Company' is EATON VANCE LTD DURATION INCOME FUND, with a CIK of 0001222922 and SEC File Number 005-84583.
Who is the 'Filed By' entity in this document?
The 'Filed By' entity is MORGAN STANLEY, with a CIK of 0000895421, headquartered at 1585 Broadway, New York, NY.
What is the CUSIP Number for the securities mentioned in this filing?
The CUSIP Number for the Common Stock of Eaton Vance Ltd Duration Income Fund is 27828H105.
Under which rule of the Securities Exchange Act of 1934 is this Schedule 13G filed?
This Schedule 13G is filed under Rule 13d-1(b) of the Securities Exchange Act of 1934, as indicated by the 'x' in the appropriate box.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on February 8, 2024 regarding EATON VANCE LTD DURATION INCOME FUND (EVV).