We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

35 hedge funds and large institutions have $136M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.07% less ownership

Funds ownership: 60.39% → 58.31% (-2.1%)

7% less capital invested

Capital invested by funds: $146M → $136M (-$9.94M)

13% less funds holding

Funds holding: 40 → 35 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
16
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.54M
2
RVPG
Relative Value Partners Group
+$1.3M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$516K
4
Morgan Stanley
Morgan Stanley
New York
+$475K
5
SFS
Shaker Financial Services
Virginia
+$438K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.26M
2
BRWA
B. Riley Wealth Advisors
Florida
-$2.49M
3
Invesco
Invesco
Georgia
-$694K
4
ZA
Zazove Associates
Nevada
-$494K
5
AA
AQR Arbitrage
Connecticut
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$167K -$35.2K -2,654 -17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$167K +$32.3K +2,436 +24%
AG
28
Advisor Group
Arizona
$162K +$22.5K +1,700 +16%
NL
29
NWAM LLC
Washington
$157K +$1.8K +136 +1%
Stifel Financial
30
Stifel Financial
Missouri
$136K +$318 +24 +0.2%
UBS Group
31
UBS Group
Switzerland
$39K -$61.1K -4,607 -60%
SPIA
32
Steward Partners Investment Advisory
New York
$22K – – –
GWM
33
Geneos Wealth Management
Colorado
$16K – – –
ASN
34
Advisory Services Network
Georgia
$12K – – –
APA
35
American Portfolios Advisors
New York
$11.4K – – –
NFG
36
Next Financial Group
Texas
$7K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
– -$2.49M -191,986 Closed
AA
38
AQR Arbitrage
Connecticut
– -$186K -13,707 Closed
IFWM
39
Institute for Wealth Management
Colorado
– -$140K -10,364 Closed
RWA
40
Redhawk Wealth Advisors
Minnesota
– -$17K -1,250 Closed
JP Morgan Chase
41
JP Morgan Chase
New York
– -$5K -341 Closed
1
2

EVG Hedge Fund Activity: Q3 2019 in Review

35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2019, worth a combined $136M — down 6.8% from $146M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVG and 1 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.54M. The largest seller was Wells Fargo, cutting an estimated $7.26M.

  • 35 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2019, down from 40 in Q2 2019.
  • Funds reported $136M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2019, down 6.8% quarter-over-quarter.
  • 1 fund opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2019 and 6 closed out, a net change of -5 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2019 was Sit Investment Associates, an estimated $3.54M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2019 was Wells Fargo, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2019.