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EVG

Eaton Vance Short Duration Diversified Income Fund

47 hedge funds and large institutions have $121M invested in Eaton Vance Short Duration Diversified Income Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $107M → $121M (+$13.9M)

5.46% more ownership

Funds ownership: 38.22%43.68% (+5.5%)

13% less funds holding

Funds holding: 5447 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$581K +$35.9K +2,500 +7%
Stifel Financial
27
Stifel Financial
Missouri
$392K -$20.1K -1,403 -5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$337K +$333K +23,198 New
NL
29
NWAM LLC
Washington
$326K +$51.8K +3,609 +19%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$226K +$1.98K +138 +0.9%
HK
31
Horizon Kinetics
New York
$214K -$46.3K -3,225 -18%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$202K -$27.8K -1,936 -12%
ICOA
33
Investment Centers of America
North Dakota
$166K +$165K +11,494 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$125K +$66K +4,600 +114%
OIA
35
Optimum Investment Advisors
Illinois
$104K +$2.75K +192 +3%
PIA
36
Peachtree Investment Advisors
Georgia
$70K -$174K -12,100 -72%
BAM
37
Bruderman Asset Management
New York
$43K +$43K +3,000 New
AIG
38
American International Group
New York
$41.6K -$8.92K -622 -18%
PAM
39
Panagora Asset Management
Massachusetts
$23K -$16.3K -1,136 -41%
CPIG
40
Chicago Partners Investment Group
Illinois
$23K +$545 +38 +2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$17K +$16.9K +1,180 New
KA
42
Klingman & Associates
New York
$14K
Citigroup
43
Citigroup
New York
$11K +$6.7K +467 +158%
MA
44
MUFG Americas
New York
$9K +$660 +46 +8%
GWA
45
Genesis Wealth Advisors
Massachusetts
$6.14K
WFG
46
Wills Financial Group
Virginia
-$2.21M -156,247 Closed
AQR Capital Management
47
AQR Capital Management
Connecticut
-$1.3M -92,032 Closed
VKH
48
Virtu KCG Holdings
New York
-$1.22M -86,474 Closed
DA
49
Doliver Advisors
Texas
-$459K -32,486 Closed
SG Americas Securities
50
SG Americas Securities
New York
-$388K -27,425 Closed