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EVG

Eaton Vance Short Duration Diversified Income Fund

42 hedge funds and large institutions have $118M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.96% more ownership

Funds ownership: 49.05%53.01% (+4%)

4% more capital invested

Capital invested by funds: $113M → $118M (+$4.66M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less funds holding

Funds holding: 5442 (-12)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
42
Holders Change
-12
Holders Change %
-22.22%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$206K +$210K +16,570 New
LPL Financial
27
LPL Financial
California
$160K -$56K -4,416 -26%
RJA
28
Raymond James & Associates
Florida
$150K -$31.8K -2,503 -17%
AG
29
Advisor Group
Arizona
$148K -$29.7K -2,339 -16%
NL
30
NWAM LLC
Washington
$145K -$89.8K -7,082 -38%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$138K +$73.1K +5,763 +108%
Stifel Financial
32
Stifel Financial
Missouri
$131K -$913 -72 -0.7%
IFWM
33
Institute for Wealth Management
Colorado
$129K +$131K +10,364 New
IA
34
IFP Advisors
Florida
$38K
GWM
35
Geneos Wealth Management
Colorado
$15K
Citigroup
36
Citigroup
New York
$12K -$12K -942 -50%
APA
37
American Portfolios Advisors
New York
$10.9K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$10K -$112K -8,831 -92%
NFG
39
Next Financial Group
Texas
$6K
KL
40
KWMG LLC
Kansas
$4K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.87K +305 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3K -$273K -21,490 -99%
SFS
43
Shaker Financial Services
Virginia
-$1.37M -106,078 Closed
Walleye Trading
44
Walleye Trading
New York
-$814K -63,042 Closed
DA
45
Doliver Advisors
Texas
-$499K -38,690 Closed
6M
46
6 Meridian
Kansas
-$253K -19,626 Closed
RCM
47
Rivernorth Capital Management
Florida
-$252K -19,510 Closed
Jane Street
48
Jane Street
New York
-$244K -18,917 Closed
PAS
49
Park Avenue Securities
New York
-$221K -17,071 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
-$208K -16,097 Closed

EVG Hedge Fund Activity: Q4 2018 in Review

42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2018, worth a combined $118M — up 4.1% from $113M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVG and 5 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 9 added.

The largest buyer was 1607 Capital Partners, adding an estimated $6.01M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.37M sold.

  • 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2018, down from 54 in Q3 2018.
  • Funds reported $118M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2018, up 4.1% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2018 and 16 closed out, a net change of -11 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2018 was 1607 Capital Partners, an estimated $6.01M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2018 was Shaker Financial Services, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2018.