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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

45 hedge funds and large institutions have $37.4M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.27% more ownership

Funds ownership: 19.78% → 27.05% (+7.3%)

4% more capital invested

Capital invested by funds: $36.1M → $37.4M (+$1.35M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

2% less funds holding

Funds holding: 46 → 45 (-1)

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$264K
2
GC
Guggenheim Capital
Illinois
+$186K
3
Morgan Stanley
Morgan Stanley
New York
+$140K
4
SFS
Sowell Financial Services
Arkansas
+$136K
5
Invesco
Invesco
Georgia
+$127K

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$376K
2
SWM
SeaCrest Wealth Management
New York
-$165K
3
CF
Centaurus Financial
California
-$118K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$100K
5
IA
IFP Advisors
Florida
-$48K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$206K – – –
AWS
27
Atria Wealth Solutions
New York
$198K +$91.3K +8,700 +85%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$170K -$4.17K -398 -2%
WS
29
Wedbush Securities
California
$144K – – –
SFS
30
Sowell Financial Services
Arkansas
$135K +$136K +12,963 New
PCM
31
Pointe Capital Management
Michigan
$122K – – –
MC
32
Moors & Cabot
Massachusetts
$115K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$110K -$16.4K -1,566 -13%
Corient Private Wealth
34
Corient Private Wealth
Florida
$110K +$110K +10,484 New
CAN
35
Cetera Advisor Networks
California
$110K -$357 -34 -0.3%
BRWA
36
B. Riley Wealth Advisors
Florida
$105K -$6.98K -665 -6%
JP Morgan Chase
37
JP Morgan Chase
New York
$54K +$48.7K +4,638 +825%
BC
38
Barrett & Company
Rhode Island
$41.8K – – –
UBS Group
39
UBS Group
Switzerland
$28.4K -$27.6K -2,635 -49%
ASN
40
Advisory Services Network
Georgia
$23.7K – – –
GWM
41
Geneos Wealth Management
Colorado
$13.1K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.5K +1,000 New
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$7.84K – – –
HBW
44
Hazlett, Burt & Watson
West Virginia
$5K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$544 -$100K -9,552 -15%
SWM
46
SeaCrest Wealth Management
New York
– -$165K -16,212 Closed
MCC
47
Money Concepts Capital
Florida
– -$45.5K -4,468 Closed
IA
48
IFP Advisors
Florida
– -$48K -3,700 Closed
EWA
49
EverSource Wealth Advisors
Alabama
– -$28K -2,750 Closed
1
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EVG Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2023, worth a combined $37.4M — up 3.8% from $36.1M a quarter earlier.

Fund positioning in EVG was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 16 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $264K. The largest seller was First Trust Advisors, cutting an estimated $376K.

  • 45 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2023, down from 46 in Q4 2022.
  • Funds reported $37.4M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2023 was Royal Bank of Canada, an estimated $264K added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2023 was First Trust Advisors, an estimated $376K sold.

Based on aggregated 13F filings for Q1 2023.