We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

46 hedge funds and large institutions have $103M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4546 (+1)

2.19% more ownership

Funds ownership: 40.04%42.23% (+2.2%)

3% more capital invested

Capital invested by funds: $100M → $103M (+$3.18M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$276K
DA
27
Doliver Advisors
Texas
$258K +$65.2K +4,720 +33%
ZA
28
Zazove Associates
Nevada
$254K
PPA
29
Parametric Portfolio Associates
Washington
$236K -$251K -18,145 -51%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$226K -$6.33K -458 -3%
1SB
31
1ST Source Bank
Indiana
$198K -$22K -1,595 -10%
AG
32
Advisor Group
Arizona
$173K -$9.67K -700 -5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$171K -$50.6K -3,662 -23%
BTS
34
BB&T Securities
Virginia
$160K +$4.39K +318 +3%
IA
35
IFP Advisors
Florida
$43K
SWP
36
Stratos Wealth Partners
Ohio
$35K
SPIA
37
Steward Partners Investment Advisory
New York
$23K
GWM
38
Geneos Wealth Management
Colorado
$17K
RWA
39
Ropes Wealth Advisors
Massachusetts
$14K
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$13K +$13.2K +956 New
TRCT
41
Tower Research Capital (TRC)
New York
$12K +$11.7K +844 New
APA
42
American Portfolios Advisors
New York
$11.9K
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$11K -$3.16K -229 -22%
MOS
44
MGO One Seven
Ohio
$3K -$3.12K -226 -49%
SEI Investments
45
SEI Investments
Pennsylvania
$1K
MML Investors Services
46
MML Investors Services
Massachusetts
-$362K -25,251 Closed
SIA
47
Starfire Investment Advisers
Michigan
-$341K -23,762 Closed
Citigroup
48
Citigroup
New York
-$442 -32 -54%

EVG Hedge Fund Activity: Q1 2018 in Review

46 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2018, worth a combined $103M — up 3.2% from $100M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EVG positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $609K.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2018, up from 45 in Q4 2017.
  • Funds reported $103M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2018 was Bank of America, an estimated $1.69M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2018 was Kovitz Investment Group Partners, an estimated $609K sold.

Based on aggregated 13F filings for Q1 2018.