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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

46 hedge funds and large institutions have $135M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $118M → $135M (+$17.3M)

10% more funds holding

Funds holding: 42 → 46 (+4)

5.38% more ownership

Funds ownership: 53.01% → 58.39% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
14
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.47M
2
SFS
Shaker Financial Services
Virginia
+$1.02M
3
1CP
1607 Capital Partners
Virginia
+$932K
4
RCM
Rivernorth Capital Management
Florida
+$923K
5
CRC
Curi RMB Capital
Illinois
+$869K

Top Sellers

1
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$433K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$224K
3
RVPG
Relative Value Partners Group
-$175K
4
LPL Financial
LPL Financial
California
-$160K
5
UBS Group
UBS Group
Switzerland
-$80K
Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
26
Winning Points Advisors
Florida
$324K -$6.54K -510 -2%
PCM
27
Pointe Capital Management
Michigan
$288K -$3.21K -250 -1%
QGA
28
Q Global Advisors
Texas
$275K – – –
AA
29
AQR Arbitrage
Connecticut
$242K +$26.9K +2,100 +13%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$228K -$224K -17,479 -50%
RJA
31
Raymond James & Associates
Florida
$201K +$43.9K +3,425 +28%
NL
32
NWAM LLC
Washington
$153K +$1.5K +117 +1%
PAG
33
Private Advisor Group
New Jersey
$148K +$147K +11,445 New
UBS Group
34
UBS Group
Switzerland
$143K -$80K -6,239 -36%
AG
35
Advisor Group
Arizona
$138K -$15.4K -1,205 -10%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$138K +$136K +10,647 New
Stifel Financial
37
Stifel Financial
Missouri
$135K – – –
WAM
38
Weiss Asset Management
Massachusetts
$135K +$133K +10,400 New
IFWM
39
Institute for Wealth Management
Colorado
$134K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$102K -$41.3K -3,225 -29%
IA
41
IFP Advisors
Florida
$26K -$12.8K -1,000 -33%
GWM
42
Geneos Wealth Management
Colorado
$16K – – –
APA
43
American Portfolios Advisors
New York
$11.3K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$11K – – –
KL
45
KWMG LLC
Kansas
$4K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3K – – –
LPL Financial
47
LPL Financial
California
– -$160K -12,830 Closed
Citigroup
48
Citigroup
New York
– -$12K -928 Closed
NFG
49
Next Financial Group
Texas
– -$6K -500 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$4K -305 Closed
1
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EVG Hedge Fund Activity: Q1 2019 in Review

46 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2019, worth a combined $135M — up 15% from $118M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVG positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.47M. The largest seller was Mid Atlantic Financial Management, cutting an estimated $433K.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $135M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2019, up 15% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2019 and 4 closed out, a net change of +4 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2019 was Sit Investment Associates, an estimated $7.47M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2019 was Mid Atlantic Financial Management, an estimated $433K sold.

Based on aggregated 13F filings for Q1 2019.