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EVG

Eaton Vance Short Duration Diversified Income Fund

47 hedge funds and large institutions have $118M invested in Eaton Vance Short Duration Diversified Income Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $121M → $118M (-$3.3M)

1.86% less ownership

Funds ownership: 49.22%47.36% (-1.9%)

6% less funds holding

Funds holding: 5047 (-3)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$317K
RJA
27
Raymond James & Associates
Florida
$278K +$31K +2,307 +13%
ZA
28
Zazove Associates
Nevada
$258K
SCM
29
Saba Capital Management
New York
$244K -$12M -895,842 -98%
DA
30
Doliver Advisors
Texas
$195K -$68.9K -5,121 -27%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$182K -$54.8K -4,079 -24%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$164K +$159K +11,840 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$155K -$7.69K -572 -5%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$139K -$35.9K -2,669 -21%
IA
35
IFP Advisors
Florida
$101K +$323 +24 +0.3%
MFS
36
MSI Financial Services
Massachusetts
$45K +$15.7K +1,165 +57%
NFG
37
Next Financial Group
Texas
$44K +$43K +3,200 New
BAM
38
Bruderman Asset Management
New York
$42K
AG
39
Advisor Group
Arizona
$30K
SPIA
40
Steward Partners Investment Advisory
New York
$23K +$23.2K +1,729 New
GWM
41
Geneos Wealth Management
Colorado
$17K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$16K
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$14K +$7.83K +582 +141%
PCM
44
Penserra Capital Management
California
$3K +$430 +32 +13%
TRCT
45
Tower Research Capital (TRC)
New York
$2K +$1.47K +109 New
SEI Investments
46
SEI Investments
Pennsylvania
$1K
FFA
47
First Foundation Advisors
California
-$1.01M -73,455 Closed
SFS
48
Shaker Financial Services
Virginia
-$920K -67,092 Closed
PCM
49
Pointe Capital Management
Michigan
-$371K -27,065 Closed
CS
50
Credit Suisse
Switzerland
-$357K -26,028 Closed