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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

49 hedge funds and large institutions have $125M invested in Eaton Vance Short Duration Diversified Income Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

14% more funds holding

Funds holding: 43 → 49 (+6)

3% more capital invested

Capital invested by funds: $121M → $125M (+$3.88M)

0.92% more ownership

Funds ownership: 49.51% → 50.43% (+0.92%)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$13M
2
1CP
1607 Capital Partners
Virginia
+$2.46M
3
SFS
Shaker Financial Services
Virginia
+$1.26M
4
SIA
Sit Investment Associates
Minnesota
+$1.24M
5
KIG
Kovitz Investment Group
Illinois
+$974K

Top Sellers

1
RVPG
Relative Value Partners Group
-$12.7M
2
FC
FCA Corp
Texas
-$3.07M
3
PPA
Parametric Portfolio Associates
Washington
-$1.58M
4
Bank of America
Bank of America
North Carolina
-$1.23M
5
LCM
Laurion Capital Management
New York
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
26
Naples Global Advisors
Florida
$472K -$36.1K -2,725 -7%
PCM
27
Pointe Capital Management
Michigan
$413K -$265K -20,000 -39%
LCM
28
Landscape Capital Management
New Jersey
$404K +$23.6K +1,779 +6%
CWM
29
Concert Wealth Management
California
$392K -$26 -2 -0%
GC
30
Guggenheim Capital
Illinois
$327K +$323K +24,351 New
NL
31
NWAM LLC
Washington
$322K +$318K +23,999 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$306K -$5.34K -403 -2%
WAM
33
Weiss Asset Management
Massachusetts
$276K +$273K +20,584 New
SG Americas Securities
34
SG Americas Securities
New York
$168K +$166K +12,551 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$145K -$51.6K -3,899 -26%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$138K -$45.5K -3,432 -25%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$127K -$7.96K -601 -6%
IA
38
IFP Advisors
Florida
$102K +$101K +7,605 New
Deutsche Bank
39
Deutsche Bank
Germany
$67K +$66.2K +5,000 New
AIA
40
Allegis Investment Advisors
Idaho
$41K +$40.5K +3,058 New
BAM
41
Bruderman Asset Management
New York
$40K – – –
MFS
42
MSI Financial Services
Massachusetts
$34K +$33.1K +2,501 +8,337%
AIG
43
American International Group
New York
$32K -$6.34K -479 -17%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$16K – – –
KA
45
Klingman & Associates
New York
$13K +$13.2K +1,000 New
TRCT
46
Tower Research Capital (TRC)
New York
$7K +$7.41K +559 New
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$5K +$5.15K +389 New
PCM
48
Penserra Capital Management
California
$4K +$3.66K +276 New
FC
49
FCA Corp
Texas
– -$3.07M -231,729 Closed
LCM
50
Laurion Capital Management
New York
– -$513K -38,766 Closed
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