EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.7%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.51M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.9M
3
SPC
3
Sigma Planning Corp
Michigan
$595K
4
SFS
4
Shaker Financial Services
Virginia
$764K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$250K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.44M
2
KIG
2
Kennedy Investment Group
New Jersey
$142K
3
CF
3
Centaurus Financial
California
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$202K 19,175 – –
CMS
27
Capital Market Strategies
Florida
$196K 18,595 – –
CAN
28
Cetera Advisor Networks
California
$194K 18,366 +4,466 +32%
CIA
29
Capital Investment Advisors
Georgia
$188K 17,816 -1,621 -8%
BDL
30
Bey-Douglas LLC
Georgia
$186K 17,577 -437 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$179K 16,976 +4,111 +32%
FA
32
FSA Advisors
Michigan
$167K 15,777 +15,777 New
AWS
33
Atria Wealth Solutions
New York
$161K 15,275 -3,700 -19%
WS
34
Wedbush Securities
California
$145K 13,735 – –
MC
35
Moors & Cabot
Massachusetts
$143K 13,500 -4,600 -25%
LCM
36
Landscape Capital Management
New Jersey
$142K 13,412 -8,240 -38%
KIG
37
Kennedy Investment Group
New Jersey
$142K 13,401 -385,470 -97%
PCM
38
Pointe Capital Management
Michigan
$123K 11,684 – –
Creative Planning
39
Creative Planning
Kansas
$113K 10,724 +10,724 New
HF
40
HRT Financial
New York
$111K 10,552 +10,552 New
UBS Group
41
UBS Group
Switzerland
$93.2K 8,827 +3,902 +79%
BC
42
Barrett & Company
Rhode Island
$31.7K 3,000 – –
CA
43
CoreCap Advisors
Michigan
$23.2K 2,200 +2,200 New
GWM
44
Geneos Wealth Management
Colorado
$13.2K 1,250 – –
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$7.92K 750 – –
TIM
46
Tortoise Investment Management
New York
$5.12K 485 +11 +2%
HBW
47
Hazlett, Burt & Watson
West Virginia
$5K 500 – –
TRCT
48
Tower Research Capital (TRC)
New York
$1K 95 +95 New
CF
49
Centaurus Financial
California
– – -28,010 Closed
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
– – -19,753 Closed
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2
3