EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

45 hedge funds and large institutions have $41.2M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% 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
3
Increased
17
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.29M
2
SIA
2
Sit Investment Associates
Minnesota
$12M
3
Wells Fargo
3
Wells Fargo
California
$563K
4
EWA
4
EP Wealth Advisors
California
$199K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.86M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$1.66M
2
SFS
2
Shaker Financial Services
Virginia
$321K
3
NA
3
NewEdge Advisors
Louisiana
$588K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$215K 20,685 -567 -3%
CMS
27
Capital Market Strategies
Florida
$211K 21,014 – –
CIA
28
Capital Investment Advisors
Georgia
$205K 19,775 -98 -0.5%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$205K 19,753 – –
EWA
30
EP Wealth Advisors
California
$199K 19,175 +19,175 New
AWS
31
Atria Wealth Solutions
New York
$197K 18,975 – –
WS
32
Wedbush Securities
California
$142K 13,735 – –
PCM
33
Pointe Capital Management
Michigan
$121K 11,684 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$119K 11,433 -4,965 -30%
CAN
35
Cetera Advisor Networks
California
$113K 10,938 +323 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$108K 10,442 +10,442 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$104K 10,048 -307 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$100K 9,678 +9,636 +22,943%
UBS Group
39
UBS Group
Switzerland
$34K 3,274 +411 +14%
BC
40
Barrett & Company
Rhode Island
$31.1K 3,000 -1,000 -25%
Creative Planning
41
Creative Planning
Kansas
$17.5K 1,690 +1,690 New
GWM
42
Geneos Wealth Management
Colorado
$13K 1,250 – –
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$7.78K 750 – –
HBW
44
Hazlett, Burt & Watson
West Virginia
$5K 500 – –
TIM
45
Tortoise Investment Management
New York
$4.81K 464 +11 +2%
LCM
46
Landscape Capital Management
New Jersey
– – -22,712 Closed
AA
47
AQR Arbitrage
Connecticut
– – -16,690 Closed
BRWA
48
B. Riley Wealth Advisors
Florida
– – -11,000 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
– – -1,000 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2