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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

35 hedge funds and large institutions have $111M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.71% less ownership

Funds ownership: 57.67% → 56.95% (-0.71%)

3% less funds holding

Funds holding: 36 → 35 (-1)

20% less capital invested

Capital invested by funds: $139M → $111M (-$28M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% 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
7
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.33M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.33M
3
SIA
Sit Investment Associates
Minnesota
+$1.38M
4
PPA
Parametric Portfolio Associates
Washington
+$488K
5
LPL Financial
LPL Financial
California
+$250K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$6M
2
SFS
Shaker Financial Services
Virginia
-$1.01M
3
IAA
Independent Advisor Alliance
North Carolina
-$802K
4
RVPG
Relative Value Partners Group
-$389K
5
Bank of America
Bank of America
North Carolina
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
26
NWAM LLC
Washington
$113K +$1.95K +153 +2%
UBS Group
27
UBS Group
Switzerland
$80K +$40.6K +3,194 +77%
GWM
28
Geneos Wealth Management
Colorado
$13K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$13K – – –
ASN
30
Advisory Services Network
Georgia
$10K – – –
APA
31
American Portfolios Advisors
New York
$9.56K – – –
NFG
32
Next Financial Group
Texas
$6K – – –
Northern Trust
33
Northern Trust
Illinois
$2K – – –
SIM
34
Sonora Investment Management
Arizona
$2K +$2.54K +200 New
PAM
35
Panagora Asset Management
Massachusetts
$2K +$2.67K +210 New
SFS
36
Shaker Financial Services
Virginia
– -$1.01M -74,631 Closed
IAA
37
Independent Advisor Alliance
North Carolina
– -$802K -59,425 Closed
QGA
38
Q Global Advisors
Texas
– -$358K -26,555 Closed
SCA
39
Strategic Capital Advisers
Colorado
– -$301K -22,300 Closed
Ameriprise
40
Ameriprise
Minnesota
– -$296K -21,928 Closed
FIA
41
FNY Investment Advisers
New York
– -$133K -9,914 Closed
1
2

EVG Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2020, worth a combined $111M — down 20% from $139M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVG positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.33M. The largest seller was 1607 Capital Partners, cutting an estimated $6M.

  • 35 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2020, down from 36 in Q4 2019.
  • Funds reported $111M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2020, down 20% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2020 and 6 closed out, a net change of +1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2020 was Wells Fargo, an estimated $3.33M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2020 was 1607 Capital Partners, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2020.