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EVG

Eaton Vance Short Duration Diversified Income Fund

46 hedge funds and large institutions have $36.1M invested in Eaton Vance Short Duration Diversified Income Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

10% more funds holding

Funds holding: 4246 (+4)

1% more capital invested

Capital invested by funds: $35.8M → $36.1M (+$257K)

0.64% less ownership

Funds ownership: 20.42%19.78% (-0.64%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$201K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$170K -$5.03K -472 -3%
SWM
28
SeaCrest Wealth Management
New York
$165K +$16.3K +1,529 +10%
WS
29
Wedbush Securities
California
$140K
RJFSA
30
Raymond James Financial Services Advisors
Florida
$123K -$4.04M -379,739 -97%
PCM
31
Pointe Capital Management
Michigan
$119K
MC
32
Moors & Cabot
Massachusetts
$112K +$117K +11,000 New
BRWA
33
B. Riley Wealth Advisors
Florida
$109K -$10.5K -984 -8%
CAN
34
Cetera Advisor Networks
California
$107K +$112K +10,512 New
AWS
35
Atria Wealth Solutions
New York
$105K
UBS Group
36
UBS Group
Switzerland
$54.6K -$29.8K -2,798 -34%
IA
37
IFP Advisors
Florida
$48K
MCC
38
Money Concepts Capital
Florida
$45.5K +$47.6K +4,468 New
BC
39
Barrett & Company
Rhode Island
$40.8K
EWA
40
EverSource Wealth Advisors
Alabama
$28K +$29.3K +2,750 New
ASN
41
Advisory Services Network
Georgia
$23.1K +$24.1K +2,264 New
CA
42
CoreCap Advisors
Michigan
$22.4K +$23.4K +2,200 New
GWM
43
Geneos Wealth Management
Colorado
$12.7K
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$7.64K +$7.99K +750 New
JP Morgan Chase
45
JP Morgan Chase
New York
$6K +$5.99K +562 New
HBW
46
Hazlett, Burt & Watson
West Virginia
$5K
SAM
47
Selway Asset Management
-$9K -949 Closed

EVG Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2022, worth a combined $36.1M — up 0.72% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVG positions and 1 closed out — a net gain of 9 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $190K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.04M.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $36.1M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2022, up 0.72% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2022 was Guggenheim Capital, an estimated $190K added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.