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EVG

Eaton Vance Short Duration Diversified Income Fund

46 hedge funds and large institutions have $79.6M invested in Eaton Vance Short Duration Diversified Income Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $71.9M → $79.6M (+$7.68M)

3.22% more ownership

Funds ownership: 21.24%24.45% (+3.2%)

2% more funds holding

Funds holding: 4546 (+1)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$355K -$25.4K -1,662 -7%
CWM
27
Cabot Wealth Management
Massachusetts
$313K +$314K +20,520 New
FFS
28
Founders Financial Securities
Maryland
$312K +$312K +20,425 New
AQR Capital Management
29
AQR Capital Management
Connecticut
$277K +$277K +18,117 New
PIA
30
Peachtree Investment Advisors
Georgia
$258K +$258K +16,900 New
SG Americas Securities
31
SG Americas Securities
New York
$252K +$252K +16,502 New
PP
32
Paloma Partners
Connecticut
$219K +$219K +14,321 New
Goldman Sachs
33
Goldman Sachs
New York
$197K +$21.5K +1,408 +12%
DA
34
Doliver Advisors
Texas
$191K -$418K -27,344 -69%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$157K
AAM
36
Advisors Asset Management
Colorado
$90K -$26.3K -1,719 -23%
TRCT
37
Tower Research Capital (TRC)
New York
$57K +$50.3K +3,295 +796%
DBT
38
Dubuque Bank & Trust
Iowa
$46K
GGPS
39
Gary Goldberg Planning Services
New York
$46K
AIG
40
American International Group
New York
$37.2K +$7.06K +462 +23%
MA
41
MUFG Americas
New York
$9K +$8.91K +583 New
Citigroup
42
Citigroup
New York
$6K -$5.35K -350 -46%
M
43
MOTCO
Texas
$6K
CA
44
CapWealth Advisors
Tennessee
$5K
1IC
45
1919 Investment Counsel
Maryland
$4K
US Bancorp
46
US Bancorp
Minnesota
$3K
FAAS
47
First Allied Advisory Services
California
-$3.27M -215,411 Closed
FAAM
48
First Allied Asset Management
California
-$3.07M -202,692 Closed
Ameriprise
49
Ameriprise
Minnesota
-$782K -50,460 Closed
FHC
50
First Houston Capital
Texas
-$496K -32,000 Closed

EVG Hedge Fund Activity: Q4 2013 in Review

46 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2013, worth a combined $79.6M — up 11% from $71.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVG positions and 9 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.9M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $3.27M sold.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2013, up from 45 in Q3 2013.
  • Funds reported $79.6M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2013, up 11% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2013 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2013 was Wells Fargo, an estimated $6.9M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2013 was First Allied Advisory Services, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2013.