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Eaton Vance Short Duration Diversified Income Fund

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 46.56%46.33% (-0.23%)

1% less capital invested

Capital invested by funds: $118M → $117M (-$999K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

5% less funds holding

Funds holding: 4442 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

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
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$285K +$287K +20,349 New
ZA
27
Zazove Associates
Nevada
$261K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$249K -$13.4K -953 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$245K +$9.63K +684 +4%
RJA
30
Raymond James & Associates
Florida
$233K +$2.35K +167 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$166K
Citigroup
32
Citigroup
New York
$119K
IA
33
IFP Advisors
Florida
$103K +$282 +20 +0.3%
AG
34
Advisor Group
Arizona
$91K +$60.5K +4,295 +197%
SPIA
35
Steward Partners Investment Advisory
New York
$53K
GWM
36
Geneos Wealth Management
Colorado
$17K
NFG
37
Next Financial Group
Texas
$14K -$9.86K -700 -41%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$14K +$169 +12 +1%
RWA
39
Ropes Wealth Advisors
Massachusetts
$14K +$14.1K +1,000 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$12K
PCM
41
Penserra Capital Management
California
$3K +$352 +25 +10%
MA
42
MUFG Americas
New York
$2K
HighTower Advisors
43
HighTower Advisors
Illinois
-$792K -56,105 Closed
CWM
44
Concert Wealth Management
California
-$314K -22,620 Closed
PFO
45
Pathstone Family Office
New Jersey
-$4K -317 Closed
SEI Investments
46
SEI Investments
Pennsylvania
-$1K -66 Closed