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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

39 hedge funds and large institutions have $147M invested in Eaton Vance Short Duration Diversified Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $140M → $147M (+$6.72M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less ownership

Funds ownership: 63.48% → 62.48% (-1%)

7% less funds holding

Funds holding: 42 → 39 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.01M
2
Wells Fargo
Wells Fargo
California
+$609K
3
BFM
Boothbay Fund Management
New York
+$522K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$412K
5
CL
CSS LLC
Illinois
+$373K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$2.36M
2
1CP
1607 Capital Partners
Virginia
-$1.04M
3
SFS
Shaker Financial Services
Virginia
-$539K
4
ZA
Zazove Associates
Nevada
-$428K
5
RCM
Rivernorth Capital Management
Florida
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
26
Shepherd Kaplan Krochuk
Massachusetts
$154K – – –
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$151K +$150K +11,498 New
AWM
28
Apollon Wealth Management
South Carolina
$149K +$148K +11,355 New
SFS
29
Sowell Financial Services
Arkansas
$147K +$144K +11,027 New
WPA
30
Winning Points Advisors
Florida
$136K -$9.15K -700 -6%
WAS
31
Wealth Advisory Solutions
Indiana
$136K +$135K +10,300 New
BRWA
32
B. Riley Wealth Advisors
Florida
$129K +$118 +9 +0.1%
UBS Group
33
UBS Group
Switzerland
$85K +$33.6K +2,573 +66%
HI
34
Harbour Investments
Wisconsin
$39K +$38.5K +2,947 New
GWM
35
Geneos Wealth Management
Colorado
$16K – – –
APA
36
American Portfolios Advisors
New York
$11.5K – – –
NFG
37
Next Financial Group
Texas
$7K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2K -$3.25K -249 -54%
IAIM
39
International Assets Investment Management
Florida
$2K – – –
1CP
40
1607 Capital Partners
Virginia
– -$1.04M -84,248 Closed
SFS
41
Shaker Financial Services
Virginia
– -$539K -43,632 Closed
ZA
42
Zazove Associates
Nevada
– -$428K -34,588 Closed
RCM
43
Rivernorth Capital Management
Florida
– -$403K -32,617 Closed
BI
44
Bulldog Investors
New Jersey
– -$265K -21,402 Closed
MIG
45
Mariner Investment Group
New York
– -$182K -14,700 Closed
CRC
46
Curi RMB Capital
Illinois
– -$152K -12,336 Closed
NL
47
NWAM LLC
Washington
– -$134K -10,824 Closed
FIA
48
FNY Investment Advisers
New York
– -$12K -1,000 Closed
ASN
49
Advisory Services Network
Georgia
– -$12K -939 Closed
1
2

EVG Hedge Fund Activity: Q1 2021 in Review

39 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2021, worth a combined $147M — up 4.8% from $140M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVG and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.01M. The largest seller was Relative Value Partners Group, cutting an estimated $2.36M.

  • 39 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2021, down from 42 in Q4 2020.
  • Funds reported $147M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2021 and 11 closed out, a net change of -3 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $1.01M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2021 was Relative Value Partners Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2021.