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EVG

Eaton Vance Short Duration Diversified Income Fund

45 hedge funds and large institutions have $104M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 4245 (+3)

5.64% less ownership

Funds ownership: 46.33%40.69% (-5.6%)

11% less capital invested

Capital invested by funds: $117M → $104M (-$12.8M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
14
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$311K -$92.6K -6,493 -23%
MML Investors Services
27
MML Investors Services
Massachusetts
$309K +$309K +21,685 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$289K +$36.3K +2,544 +14%
BRWA
29
B. Riley Wealth Advisors
Florida
$278K +$279K +19,542 New
ZA
30
Zazove Associates
Nevada
$265K
RJA
31
Raymond James & Associates
Florida
$251K +$14.8K +1,034 +6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$243K +$232K +16,256 +1,982%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$239K -$10.2K -713 -4%
DA
34
Doliver Advisors
Texas
$233K +$233K +16,329 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$169K
AG
36
Advisor Group
Arizona
$160K +$68.9K +4,830 +75%
Citigroup
37
Citigroup
New York
$120K -$314 -22 -0.3%
IA
38
IFP Advisors
Florida
$87K -$17.8K -1,251 -17%
SPIA
39
Steward Partners Investment Advisory
New York
$54K
GWM
40
Geneos Wealth Management
Colorado
$17K
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$15K +$185 +13 +1%
RWA
42
Ropes Wealth Advisors
Massachusetts
$14K
NFG
43
Next Financial Group
Texas
$7K -$7.13K -500 -50%
TRCT
44
Tower Research Capital (TRC)
New York
$3K +$2.85K +200 New
SEI Investments
45
SEI Investments
Pennsylvania
$1K +$585 +41 New
PCM
46
Penserra Capital Management
California
-$3K -277 Closed
MA
47
MUFG Americas
New York
-$2K -123 Closed