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Eaton Vance Short Duration Diversified Income Fund

48 hedge funds and large institutions have $45M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 4548 (+3)

3.42% less ownership

Funds ownership: 35.14%31.72% (-3.4%)

8% less capital invested

Capital invested by funds: $49M → $45M (-$4.02M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
15
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$202K
CMS
27
Capital Market Strategies
Florida
$196K
CAN
28
Cetera Advisor Networks
California
$194K +$47.4K +4,466 +32%
CIA
29
Capital Investment Advisors
Georgia
$188K -$17.2K -1,621 -8%
BDL
30
Bey-Douglas LLC
Georgia
$186K -$4.63K -437 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$179K +$43.6K +4,111 +32%
FA
32
FSA Advisors
Michigan
$167K +$167K +15,777 New
AWS
33
Atria Wealth Solutions
New York
$161K -$39.2K -3,700 -19%
WS
34
Wedbush Securities
California
$145K
MC
35
Moors & Cabot
Massachusetts
$143K -$48.8K -4,600 -25%
LCM
36
Landscape Capital Management
New Jersey
$142K -$87.4K -8,240 -38%
KIG
37
Kennedy Investment Group
New Jersey
$142K -$4.09M -385,470 -97%
PCM
38
Pointe Capital Management
Michigan
$123K
Creative Planning
39
Creative Planning
Kansas
$113K +$114K +10,724 New
HF
40
HRT Financial
New York
$111K +$112K +10,552 New
UBS Group
41
UBS Group
Switzerland
$93.2K +$41.4K +3,902 +79%
BC
42
Barrett & Company
Rhode Island
$31.7K
CA
43
CoreCap Advisors
Michigan
$23.2K +$23.3K +2,200 New
GWM
44
Geneos Wealth Management
Colorado
$13.2K
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$7.92K
TIM
46
Tortoise Investment Management
New York
$5.12K +$117 +11 +2%
HBW
47
Hazlett, Burt & Watson
West Virginia
$5K
TRCT
48
Tower Research Capital (TRC)
New York
$1K +$1.01K +95 New
CF
49
Centaurus Financial
California
-$291K -28,010 Closed
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
-$205K -19,753 Closed