We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

42 hedge funds and large institutions have $140M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $127M → $140M (+$13M)

5% more funds holding

Funds holding: 40 → 42 (+2)

1.33% more ownership

Funds ownership: 62.15% → 63.48% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
11
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.11M
2
BFM
Boothbay Fund Management
New York
+$1.77M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.12M
4
Morgan Stanley
Morgan Stanley
New York
+$445K
5
RVPG
Relative Value Partners Group
+$416K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.42M
2
CRC
Curi RMB Capital
Illinois
-$987K
3
MC
Matisse Capital
Oregon
-$567K
4
6M
6 Meridian
Kansas
-$380K
5
RCM
Rivernorth Capital Management
Florida
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
26
Mariner Investment Group
New York
$182K +$180K +14,700 New
KAS
27
Kestra Advisory Services
Texas
$178K +$45.3K +3,709 +35%
CRC
28
Curi RMB Capital
Illinois
$152K -$987K -80,789 -87%
EVM
29
Eaton Vance Management
Massachusetts
$151K – – –
SKK
30
Shepherd Kaplan Krochuk
Massachusetts
$145K +$143K +11,720 New
WPA
31
Winning Points Advisors
Florida
$136K – – –
NL
32
NWAM LLC
Washington
$134K +$1.97K +161 +2%
BRWA
33
B. Riley Wealth Advisors
Florida
$128K +$126K +10,278 New
UBS Group
34
UBS Group
Switzerland
$48K -$11.4K -930 -19%
GWM
35
Geneos Wealth Management
Colorado
$16K – – –
ASN
36
Advisory Services Network
Georgia
$12K – – –
FIA
37
FNY Investment Advisers
New York
$12K +$12.2K +1,000 New
APA
38
American Portfolios Advisors
New York
$10.8K – – –
NFG
39
Next Financial Group
Texas
$7K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$5K +$5.62K +460 New
IAIM
41
International Assets Investment Management
Florida
$2K +$2.44K +200 New
MC
42
Matisse Capital
Oregon
– -$567K -49,517 Closed
6M
43
6 Meridian
Kansas
– -$380K -33,161 Closed
Walleye Capital
44
Walleye Capital
New York
– -$204K -17,790 Closed
LCM
45
Landscape Capital Management
New Jersey
– -$199K -17,359 Closed
AA
46
AQR Arbitrage
Connecticut
– -$170K -14,854 Closed
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
– -$135K -11,783 Closed
Truist Financial
48
Truist Financial
North Carolina
– -$120K -10,447 Closed
PAM
49
Panagora Asset Management
Massachusetts
– -$2K -210 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$12 +1 New
1
2

EVG Hedge Fund Activity: Q4 2020 in Review

42 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2020, worth a combined $140M — up 10% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVG positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.11M. The largest seller was Shaker Financial Services, cutting an estimated $1.42M.

  • 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2020, up from 40 in Q3 2020.
  • Funds reported $140M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2020, up 10% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2020 and 8 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $3.11M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2020 was Shaker Financial Services, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2020.