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EVG

Eaton Vance Short Duration Diversified Income Fund

45 hedge funds and large institutions have $100M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.65% less ownership

Funds ownership: 40.69%40.04% (-0.65%)

4% less capital invested

Capital invested by funds: $104M → $100M (-$3.79M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$268K +$96.2K +6,830 +58%
ZA
27
Zazove Associates
Nevada
$267K
RJA
28
Raymond James & Associates
Florida
$263K +$10.4K +735 +4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$244K -$761 -54 -0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$232K -$8.26K -586 -3%
1SB
31
1ST Source Bank
Indiana
$231K -$201K -14,284 -47%
DA
32
Doliver Advisors
Texas
$203K -$30.4K -2,161 -13%
AG
33
Advisor Group
Arizona
$191K +$29.2K +2,070 +18%
BTS
34
BB&T Securities
Virginia
$163K +$161K +11,427 New
IA
35
IFP Advisors
Florida
$43K -$43.5K -3,090 -51%
SWP
36
Stratos Wealth Partners
Ohio
$37K +$36.7K +2,603 New
SPIA
37
Steward Partners Investment Advisory
New York
$24K -$29.3K -2,083 -55%
GWM
38
Geneos Wealth Management
Colorado
$17K
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$15K +$183 +13 +1%
RWA
40
Ropes Wealth Advisors
Massachusetts
$14K
APA
41
American Portfolios Advisors
New York
$12.6K +$12.3K +875 New
MOS
42
MGO One Seven
Ohio
$7K +$6.52K +463 New
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$2.93K -$85.9K -6,100 -3%
Citigroup
44
Citigroup
New York
$1K -$118K -8,395 -99%
SEI Investments
45
SEI Investments
Pennsylvania
$1K
RCM
46
Rivernorth Capital Management
Florida
-$934K -65,567 Closed
LCM
47
Laurion Capital Management
New York
-$495K -34,743 Closed
GC
48
Guggenheim Capital
Illinois
-$311K -21,874 Closed
NFG
49
Next Financial Group
Texas
-$7K -500 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$3K -200 Closed