Eaton Vance Short Duration Diversified Income Fund
EVG
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.
11% more capital invested
Capital invested by funds: $37.1M → $41.2M (+$4.16M)
1.47% more ownership
Funds ownership: 28.13% → 29.6% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
4% less funds holding
Funds holding: 47 → 45 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$203K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$193K |
| 5 |
Morgan Stanley
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$444K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$434K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$239K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$223K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$164K |
EVG Hedge Fund Activity: Q3 2023 in Review
45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2023, worth a combined $41.2M — up 11% from $37.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EVG and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.
The largest buyer was Ameriprise, adding an estimated $1.74M. The largest seller was Guggenheim Capital, cutting an estimated $444K.
- 45 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2023, down from 47 in Q2 2023.
- Funds reported $41.2M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2023, up 11% quarter-over-quarter.
- 3 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2023 and 4 closed out, a net change of -1 holder.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2023 was Ameriprise, an estimated $1.74M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2023 was Guggenheim Capital, an estimated $444K sold.
Based on aggregated 13F filings for Q3 2023.