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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

54 hedge funds and large institutions have $113M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $106M → $113M (+$7.13M)

6% more funds holding

Funds holding: 51 → 54 (+3)

3.54% more ownership

Funds ownership: 45.51% → 49.05% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$6.46M
2
SIA
Sit Investment Associates
Minnesota
+$1.66M
3
RVPG
Relative Value Partners Group
+$1.43M
4
Wells Fargo
Wells Fargo
California
+$306K
5
Jane Street
Jane Street
New York
+$245K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$957K
2
Bank of America
Bank of America
North Carolina
-$631K
3
RJA
Raymond James & Associates
Florida
-$572K
4
RCM
Rivernorth Capital Management
Florida
-$428K
5
NGA
Naples Global Advisors
Florida
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$281K – – –
GC
27
Guggenheim Capital
Illinois
$267K +$135K +10,451 +102%
6M
28
6 Meridian
Kansas
$253K -$23K -1,777 -8%
RCM
29
Rivernorth Capital Management
Florida
$252K -$428K -33,093 -63%
Jane Street
30
Jane Street
New York
$244K +$245K +18,917 New
NL
31
NWAM LLC
Washington
$242K -$90.4K -6,987 -27%
ZA
32
Zazove Associates
Nevada
$240K – – –
LPL Financial
33
LPL Financial
California
$223K -$72.4K -5,596 -24%
PAS
34
Park Avenue Securities
New York
$221K +$221K +17,071 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$208K +$208K +16,097 New
PPA
36
Parametric Portfolio Associates
Washington
$194K -$10.1K -784 -5%
RJA
37
Raymond James & Associates
Florida
$188K -$572K -44,215 -75%
AG
38
Advisor Group
Arizona
$183K +$19.9K +1,539 +12%
BTS
39
BB&T Securities
Virginia
$161K +$1.6K +124 +1%
1SB
40
1ST Source Bank
Indiana
$147K -$29.8K -2,306 -17%
Stifel Financial
41
Stifel Financial
Missouri
$135K -$7.12K -550 -5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$125K -$80.6K -6,224 -39%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$69K -$14.5K -1,120 -17%
TRCT
44
Tower Research Capital (TRC)
New York
$45K +$42.8K +3,310 +1,655%
IA
45
IFP Advisors
Florida
$39K – – –
SWP
46
Stratos Wealth Partners
Ohio
$34K +$33.7K +2,603 New
Citigroup
47
Citigroup
New York
$24K +$23.9K +1,843 +6,826%
SPIA
48
Steward Partners Investment Advisory
New York
$22K – – –
GWM
49
Geneos Wealth Management
Colorado
$16K – – –
APA
50
American Portfolios Advisors
New York
$11.3K – – –
1
2
3

EVG Hedge Fund Activity: Q3 2018 in Review

54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2018, worth a combined $113M — up 6.7% from $106M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVG positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.46M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $957K sold.

  • 54 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2018, up from 51 in Q2 2018.
  • Funds reported $113M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2018 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2018 was 1607 Capital Partners, an estimated $6.46M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2018 was Robinson Capital Management, an estimated $957K sold.

Based on aggregated 13F filings for Q3 2018.