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EVG

Eaton Vance Short Duration Diversified Income Fund

40 hedge funds and large institutions have $146M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $135M → $146M (+$10.8M)

2% more ownership

Funds ownership: 58.39%60.39% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 4640 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$193K -$43.5K -3,320 -19%
AA
27
AQR Arbitrage
Connecticut
$186K -$65K -4,963 -27%
NL
28
NWAM LLC
Washington
$161K +$1.68K +128 +1%
AG
29
Advisor Group
Arizona
$144K
Stifel Financial
30
Stifel Financial
Missouri
$142K
IFWM
31
Institute for Wealth Management
Colorado
$140K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$140K +$32.3K +2,469 +31%
UBS Group
33
UBS Group
Switzerland
$104K -$44.7K -3,412 -31%
SPIA
34
Steward Partners Investment Advisory
New York
$23K +$22.5K +1,721 New
RWA
35
Redhawk Wealth Advisors
Minnesota
$17K +$16.4K +1,250 New
GWM
36
Geneos Wealth Management
Colorado
$16K
ASN
37
Advisory Services Network
Georgia
$12K +$11.1K +850 New
APA
38
American Portfolios Advisors
New York
$11.8K
NFG
39
Next Financial Group
Texas
$7K +$6.55K +500 New
JP Morgan Chase
40
JP Morgan Chase
New York
$5K +$4.47K +341 New
SFS
41
Shaker Financial Services
Virginia
-$1.03M -79,282 Closed
RCM
42
Rivernorth Capital Management
Florida
-$934K -72,000 Closed
CRC
43
Curi RMB Capital
Illinois
-$879K -67,768 Closed
LCM
44
Landscape Capital Management
New Jersey
-$440K -33,914 Closed
6M
45
6 Meridian
Kansas
-$417K -32,174 Closed
PAG
46
Private Advisor Group
New Jersey
-$148K -11,445 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
-$138K -10,647 Closed
WAM
48
Weiss Asset Management
Massachusetts
-$135K -10,400 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
-$11K -820 Closed
KL
50
KWMG LLC
Kansas
-$4K -308 Closed

EVG Hedge Fund Activity: Q2 2019 in Review

40 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2019, worth a combined $146M — up 8% from $135M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVG and 6 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.43M. The largest seller was Wells Fargo, cutting an estimated $1.45M.

  • 40 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2019, down from 46 in Q1 2019.
  • Funds reported $146M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2019, up 8% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2019 and 11 closed out, a net change of -5 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $5.43M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2019 was Wells Fargo, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2019.