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Eaton Vance Short Duration Diversified Income Fund

43 hedge funds and large institutions have $44.9M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% less capital invested

Capital invested by funds: $45M → $44.9M (-$97.6K)

0.77% less ownership

Funds ownership: 31.72%30.94% (-0.77%)

10% less funds holding

Funds holding: 4843 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$207K
CMS
27
Capital Market Strategies
Florida
$204K +$3.21K +300 +2%
BDL
28
Bey-Douglas LLC
Georgia
$192K
FA
29
FSA Advisors
Michigan
$191K +$20.5K +1,921 +12%
CIA
30
Capital Investment Advisors
Georgia
$167K -$24.9K -2,328 -13%
AWS
31
Atria Wealth Solutions
New York
$165K
WS
32
Wedbush Securities
California
$148K
MC
33
Moors & Cabot
Massachusetts
$146K
PCM
34
Pointe Capital Management
Michigan
$126K
BRWA
35
B. Riley Wealth Advisors
Florida
$119K +$118K +11,000 New
Creative Planning
36
Creative Planning
Kansas
$116K
UBS Group
37
UBS Group
Switzerland
$44.9K -$50K -4,673 -53%
BC
38
Barrett & Company
Rhode Island
$32.4K
LIA
39
Luken Investment Analytics
Tennessee
$32.4K +$32.1K +3,000 New
CA
40
CoreCap Advisors
Michigan
$23.8K
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$8.1K
TIM
42
Tortoise Investment Management
New York
$5.36K +$118 +11 +2%
HBW
43
Hazlett, Burt & Watson
West Virginia
$5K
SPC
44
Sigma Planning Corp
Michigan
-$595K -56,363 Closed
LCM
45
Landscape Capital Management
New Jersey
-$142K -13,412 Closed
KIG
46
Kennedy Investment Group
New Jersey
-$142K -13,401 Closed
HF
47
HRT Financial
New York
-$111K -10,552 Closed
GWM
48
Geneos Wealth Management
Colorado
-$13.2K -1,250 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$1K -95 Closed