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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

47 hedge funds and large institutions have $37.1M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

4% more funds holding

Funds holding: 45 → 47 (+2)

1.07% more ownership

Funds ownership: 27.05% → 28.13% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $37.4M → $37.1M (-$323K)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$822K
2
SFS
Shaker Financial Services
Virginia
+$728K
3
LCM
Landscape Capital Management
New Jersey
+$223K
4
AA
AQR Arbitrage
Connecticut
+$164K
5
AWM
AE Wealth Management
Kansas
+$155K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$365K
2
SFS
Sowell Financial Services
Arkansas
-$135K
3
Corient Private Wealth
Corient Private Wealth
Florida
-$110K
4
Morgan Stanley
Morgan Stanley
New York
-$93K
5
CF
Centaurus Financial
California
-$84.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
26
Capital Market Strategies
Florida
$206K – – –
SPC
27
Sigma Planning Corp
Michigan
$204K -$26.6K -2,713 -12%
MC
28
Moors & Cabot
Massachusetts
$196K +$88.3K +9,000 +82%
CIA
29
Capital Investment Advisors
Georgia
$195K +$628 +64 +0.3%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$194K – – –
AWS
31
Atria Wealth Solutions
New York
$186K – – –
AA
32
AQR Arbitrage
Connecticut
$164K +$164K +16,690 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$161K +$1.54K +157 +1%
WS
34
Wedbush Securities
California
$135K – – –
PCM
35
Pointe Capital Management
Michigan
$115K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$108K +$9.81K +1,000 +10%
CAN
37
Cetera Advisor Networks
California
$104K +$1.34K +137 +1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$102K -$1.93K -197 -2%
BC
39
Barrett & Company
Rhode Island
$39.2K – – –
UBS Group
40
UBS Group
Switzerland
$28.1K +$1.4K +143 +5%
KTC
41
Kistler-Tiffany Companies
Pennsylvania
$16.6K +$16.6K +1,690 New
GWM
42
Geneos Wealth Management
Colorado
$12.3K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$7.36K – – –
HBW
45
Hazlett, Burt & Watson
West Virginia
$5K – – –
TIM
46
Tortoise Investment Management
New York
$4.45K +$4.45K +453 New
JP Morgan Chase
47
JP Morgan Chase
New York
$412 -$50.6K -5,158 -99%
SFS
48
Sowell Financial Services
Arkansas
– -$135K -12,963 Closed
Corient Private Wealth
49
Corient Private Wealth
Florida
– -$110K -10,484 Closed
ASN
50
Advisory Services Network
Georgia
– -$23.7K -2,264 Closed
1
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EVG Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2023, worth a combined $37.1M — down 0.86% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVG positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $822K. The largest seller was Guggenheim Capital, cutting an estimated $365K.

  • 47 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2023, up from 45 in Q1 2023.
  • Funds reported $37.1M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2023, down 0.86% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2023 was Sit Investment Associates, an estimated $822K added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $365K sold.

Based on aggregated 13F filings for Q2 2023.