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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

38 hedge funds and large institutions have $132M invested in Eaton Vance Short Duration Diversified Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 39 → 38 (-1)

6.77% less ownership

Funds ownership: 62.48% → 55.7% (-6.8%)

10% less capital invested

Capital invested by funds: $147M → $132M (-$14.8M)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
10
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Icon Advisers
Colorado
+$1.37M
2
CCP
Clough Capital Partners
Massachusetts
+$844K
3
Barclays
Barclays
United Kingdom
+$552K
4
GC
Guggenheim Capital
Illinois
+$294K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$227K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$12.3M
2
BFM
Boothbay Fund Management
New York
-$2.43M
3
SIA
Sit Investment Associates
Minnesota
-$1.45M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.25M
5
Wells Fargo
Wells Fargo
California
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Pointe Capital Management
Michigan
$195K – – –
EVM
27
Eaton Vance Management
Massachusetts
$162K – – –
AWM
28
Apollon Wealth Management
South Carolina
$151K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$138K +$138K +10,426 New
WPA
30
Winning Points Advisors
Florida
$137K – – –
ZA
31
Zazove Associates
Nevada
$53K +$53K +4,000 New
UBS Group
32
UBS Group
Switzerland
$48K -$37.7K -2,848 -44%
HI
33
Harbour Investments
Wisconsin
$48K +$8.73K +659 +22%
GWM
34
Geneos Wealth Management
Colorado
$16K – – –
ASN
35
Advisory Services Network
Georgia
$12K +$12.4K +939 New
APA
36
American Portfolios Advisors
New York
$11.6K – – –
NFG
37
Next Financial Group
Texas
$7K – – –
VRM
38
Vectors Research Management
New York
$7K +$6.63K +500 New
BFM
39
Boothbay Fund Management
New York
– -$2.43M -184,887 Closed
TJHA
40
Thomas J. Herzfeld Advisors
Florida
– -$1.25M -95,386 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
– -$290K -22,067 Closed
Stifel Financial
42
Stifel Financial
Missouri
– -$218K -16,599 Closed
SKK
43
Shepherd Kaplan Krochuk
Massachusetts
– -$154K -11,720 Closed
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
– -$151K -11,498 Closed
SFS
45
Sowell Financial Services
Arkansas
– -$147K -11,027 Closed
WAS
46
Wealth Advisory Solutions
Indiana
– -$136K -10,300 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
– -$129K -10,287 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
– -$2K -211 Closed
IAIM
49
International Assets Investment Management
Florida
– -$2K -200 Closed
1
2

EVG Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2021, worth a combined $132M — down 10% from $147M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVG and 10 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.

The largest buyer was Icon Advisers, opening a new position worth an estimated $1.37M. The largest seller was Relative Value Partners Group, cutting an estimated $12.3M.

  • 38 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2021, down from 39 in Q1 2021.
  • Funds reported $132M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2021, down 10% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2021 and 11 closed out, a net change of -1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2021 was Icon Advisers, an estimated $1.37M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2021 was Relative Value Partners Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2021.