EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.06%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.58M
2
SIA
2
Sit Investment Associates
Minnesota
$50.9M
3
SFS
3
Shaker Financial Services
Virginia
$1.51M
4
RVPG
4
Relative Value Partners Group
$10.8M
5
RJA
5
Raymond James & Associates
Florida
$851K

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$2.19M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
SIA
3
Starfire Investment Advisers
Michigan
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$236K
5
AAM
5
Advisors Asset Management
Colorado
$421K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$276K – – –
DA
27
Doliver Advisors
Texas
$258K +$64.5K +4,720 +33%
ZA
28
Zazove Associates
Nevada
$254K – – –
PPA
29
Parametric Portfolio Associates
Washington
$236K -$248K -18,145 -51%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$226K -$6.25K -458 -3%
1SB
31
1ST Source Bank
Indiana
$198K -$21.8K -1,595 -10%
AG
32
Advisor Group
Arizona
$173K -$9.55K -700 -5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$171K -$50K -3,662 -23%
BTS
34
BB&T Securities
Virginia
$160K +$4.33K +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 +$13K +956 New
TRCT
41
Tower Research Capital (TRC)
New York
$12K +$12K +844 New
APA
42
American Portfolios Advisors
New York
$11.9K – – –
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$11K -$3.08K -229 -22%
MOS
44
MGO One Seven
Ohio
$3K -$2.86K -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
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