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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

37 hedge funds and large institutions have $43.4M invested in Eaton Vance Short Duration Diversified Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 36 → 37 (+1)

3.28% less ownership

Funds ownership: 24.27% → 20.99% (-3.3%)

24% less capital invested

Capital invested by funds: $57.5M → $43.4M (-$14M)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$859K
2
Morgan Stanley
Morgan Stanley
New York
+$737K
3
GC
Guggenheim Capital
Illinois
+$529K
4
SFS
Shaker Financial Services
Virginia
+$385K
5
SPC
Sigma Planning Corp
Michigan
+$253K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$10.3M
2
WPA
Winning Points Advisors
Florida
-$311K
3
SCA
Strategic Capital Advisers
Colorado
-$213K
4
RJA
Raymond James & Associates
Florida
-$210K
5
Invesco
Invesco
Georgia
-$71.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$199K – – –
Stifel Financial
27
Stifel Financial
Missouri
$195K +$72.9K +5,936 +54%
SWM
28
SeaCrest Wealth Management
New York
$186K +$198K +16,121 New
PCM
29
Pointe Capital Management
Michigan
$170K – – –
WS
30
Wedbush Securities
California
$152K +$161K +13,115 New
EVM
31
Eaton Vance Management
Massachusetts
$141K – – –
IA
32
IFP Advisors
Florida
$48K +$45.5K +3,700 New
UBS Group
33
UBS Group
Switzerland
$38K -$37.3K -3,034 -48%
APA
34
American Portfolios Advisors
New York
$37.9K +$29.5K +2,400 +274%
GWM
35
Geneos Wealth Management
Colorado
$14K – – –
PFS
36
Prospera Financial Services
Texas
$9K +$9.22K +750 New
HBW
37
Hazlett, Burt & Watson
West Virginia
$6K +$6.14K +500 New
WPA
38
Winning Points Advisors
Florida
– -$311K -22,995 Closed
SCA
39
Strategic Capital Advisers
Colorado
– -$213K -16,080 Closed
RJA
40
Raymond James & Associates
Florida
– -$210K -15,806 Closed
Northern Trust
41
Northern Trust
Illinois
– -$1K -10,025 Closed
CWS
42
Confluence Wealth Services
Pennsylvania
– -$23K -1,786 Closed
1
2

EVG Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2022, worth a combined $43.4M — down 24% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVG positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $859K. The largest seller was Sit Investment Associates, cutting an estimated $10.3M.

  • 37 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $43.4M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2022, down 24% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2022 was AE Wealth Management, an estimated $859K added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2022 was Sit Investment Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.