Eaton Vance Short Duration Diversified Income Fund
EVG
40 hedge funds and large institutions have $127M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
21% more funds holding
Funds holding: 33 → 40 (+7)
1.94% more ownership
Funds ownership: 60.21% → 62.15% (+1.9%)
4% more capital invested
Capital invested by funds: $122M → $127M (+$5.08M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.4M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.06M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$997K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$974K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.57M |
| 2 |
BlackRock
New York
|
-$1.37M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.19M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$74.4K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$37.8K |
EVG Hedge Fund Activity: Q3 2020 in Review
40 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2020, worth a combined $127M — up 4.2% from $122M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EVG positions and 4 closed out — a net gain of 7 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.4M. The largest seller was Wells Fargo, cutting an estimated $2.57M.
- 40 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2020, up from 33 in Q2 2020.
- Funds reported $127M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2020, up 4.2% quarter-over-quarter.
- 11 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2020 and 4 closed out, a net change of +7 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.4M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2020 was Wells Fargo, an estimated $2.57M sold.
Based on aggregated 13F filings for Q3 2020.