EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

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
1
Sit Investment Associates
Minnesota
$10.1M
2
SFS
2
Shaker Financial Services
Virginia
$727K
3
LCM
3
Landscape Capital Management
New Jersey
$223K
4
AA
4
AQR Arbitrage
Connecticut
$164K
5
AWM
5
AE Wealth Management
Kansas
$535K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.01M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.43M
5
CF
5
Centaurus Financial
California
$574K
Name Market Value Shares Shares
Change 		Shares
Change %
CMS
26
Capital Market Strategies
Florida
$206K 21,014 – –
SPC
27
Sigma Planning Corp
Michigan
$204K 20,829 -2,713 -12%
MC
28
Moors & Cabot
Massachusetts
$196K 20,000 +9,000 +82%
CIA
29
Capital Investment Advisors
Georgia
$195K 19,873 +64 +0.3%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$194K 19,753 – –
AWS
31
Atria Wealth Solutions
New York
$186K 18,975 – –
AA
32
AQR Arbitrage
Connecticut
$164K 16,690 +16,690 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$161K 16,398 +157 +1%
WS
34
Wedbush Securities
California
$135K 13,735 – –
PCM
35
Pointe Capital Management
Michigan
$115K 11,684 – –
BRWA
36
B. Riley Wealth Advisors
Florida
$108K 11,000 +1,000 +10%
CAN
37
Cetera Advisor Networks
California
$104K 10,615 +137 +1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$102K 10,355 -197 -2%
BC
39
Barrett & Company
Rhode Island
$39.2K 4,000 – –
UBS Group
40
UBS Group
Switzerland
$28.1K 2,863 +143 +5%
KTC
41
Kistler-Tiffany Companies
Pennsylvania
$16.6K 1,690 +1,690 New
GWM
42
Geneos Wealth Management
Colorado
$12.3K 1,250 – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$10K 1,000 – –
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$7.36K 750 – –
HBW
45
Hazlett, Burt & Watson
West Virginia
$5K 500 – –
TIM
46
Tortoise Investment Management
New York
$4.45K 453 +453 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$412 42 -5,158 -99%
SFS
48
Sowell Financial Services
Arkansas
– – -12,963 Closed
Corient Private Wealth
49
Corient Private Wealth
Florida
– – -10,484 Closed
ASN
50
Advisory Services Network
Georgia
– – -2,264 Closed
1
2
3