EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

42 hedge funds and large institutions have $117M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.15M
2
SIA
2
Sit Investment Associates
Minnesota
$53.6M
3
WA
3
WFG Advisors
Texas
$5.39M
4
RVPG
4
Relative Value Partners Group
$11.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$454K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21M
2
RCM
2
Rivernorth Capital Management
Florida
$3.76M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
AAM
4
Advisors Asset Management
Colorado
$962K
5
LPL Financial
5
LPL Financial
California
$558K
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$285K 20,349 +20,349 New
ZA
27
Zazove Associates
Nevada
$261K 18,602 – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$249K 17,746 -953 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$245K 17,480 +684 +4%
RJA
30
Raymond James & Associates
Florida
$233K 16,570 +167 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$166K 11,840 – –
Citigroup
32
Citigroup
New York
$119K 8,476 – –
IA
33
IFP Advisors
Florida
$103K 7,341 +20 +0.3%
AG
34
Advisor Group
Arizona
$91K 6,477 +4,295 +197%
SPIA
35
Steward Partners Investment Advisory
New York
$53K 3,804 – –
GWM
36
Geneos Wealth Management
Colorado
$17K 1,250 – –
NFG
37
Next Financial Group
Texas
$14K 1,000 -700 -41%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$14K 1,022 +12 +1%
RWA
39
Ropes Wealth Advisors
Massachusetts
$14K 1,000 +1,000 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$12K 820 – –
PCM
41
Penserra Capital Management
California
$3K 277 +25 +10%
MA
42
MUFG Americas
New York
$2K 123 – –
HighTower Advisors
43
HighTower Advisors
Illinois
– – -56,105 Closed
CWM
44
Concert Wealth Management
California
– – -22,620 Closed
PFO
45
Pathstone Family Office
New Jersey
– – -317 Closed
SEI Investments
46
SEI Investments
Pennsylvania
– – -66 Closed
BlackRock
47
BlackRock
New York
– – -1 Closed
1
2