We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

50 hedge funds and large institutions have $121M invested in Eaton Vance Short Duration Diversified Income Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 48 → 50 (+2)

2% less capital invested

Capital invested by funds: $123M → $121M (-$2.17M)

1.68% less ownership

Funds ownership: 50.9% → 49.22% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.1M
2
RVPG
Relative Value Partners Group
+$963K
3
SIA
Sit Investment Associates
Minnesota
+$664K
4
WA
WFG Advisors
Texas
+$307K
5
DA
Doliver Advisors
Texas
+$261K

Top Sellers

1
FFA
First Foundation Advisors
California
-$3.11M
2
SCM
Saba Capital Management
New York
-$2.24M
3
Wells Fargo
Wells Fargo
California
-$922K
4
AAM
Advisors Asset Management
Colorado
-$721K
5
AA
AQR Arbitrage
Connecticut
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Pointe Capital Management
Michigan
$371K – – –
CWM
27
Concert Wealth Management
California
$364K -$4.52K -332 -1%
CS
28
Credit Suisse
Switzerland
$357K – – –
NL
29
NWAM LLC
Washington
$319K +$1.77K +130 +0.6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$313K -$20.5K -1,508 -6%
DA
31
Doliver Advisors
Texas
$263K +$261K +19,200 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$260K -$218 -16 -0.1%
ZA
33
Zazove Associates
Nevada
$255K +$253K +18,602 New
RJA
34
Raymond James & Associates
Florida
$244K -$53.8K -3,952 -18%
LCM
35
Laurion Capital Management
New York
$230K +$228K +16,771 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$174K +$1.06K +78 +0.6%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$161K +$5.64K +414 +4%
IA
38
IFP Advisors
Florida
$100K +$313 +23 +0.3%
BAM
39
Bruderman Asset Management
New York
$41K – – –
AG
40
Advisor Group
Arizona
$29K – – –
MFS
41
MSI Financial Services
Massachusetts
$28K +$14 +1 +0%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$17K – – –
GWM
43
Geneos Wealth Management
Colorado
$17K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$16K – – –
KA
45
Klingman & Associates
New York
$14K – – –
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$6K +$109 +8 +2%
PCM
47
Penserra Capital Management
California
$3K +$871 +64 +33%
HW
48
Hedeker Wealth
Illinois
$1.85K +$340 +25 New
SEI Investments
49
SEI Investments
Pennsylvania
$1K +$899 +66 New
AA
50
AQR Arbitrage
Connecticut
– -$355K -26,296 Closed
1
2
3

EVG Hedge Fund Activity: Q3 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2016, worth a combined $121M — down 1.8% from $123M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVG positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, adding an estimated $1.1M. The largest seller was First Foundation Advisors, cutting an estimated $3.11M.

  • 50 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2016, up from 48 in Q2 2016.
  • Funds reported $121M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2016, down 1.8% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2016 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2016 was Invesco, an estimated $1.1M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2016 was First Foundation Advisors, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2016.