EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.63%
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$521K
3
Bank of America
3
Bank of America
North Carolina
$520K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$119K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.05M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$372K
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
SFS
3
Shaker Financial Services
Virginia
$373K
4
SIA
4
Sit Investment Associates
Minnesota
$13.2M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$207K 19,175 – –
CMS
27
Capital Market Strategies
Florida
$204K 18,895 +300 +2%
BDL
28
Bey-Douglas LLC
Georgia
$192K 17,577 – –
FA
29
FSA Advisors
Michigan
$191K 17,698 +1,921 +12%
CIA
30
Capital Investment Advisors
Georgia
$167K 15,488 -2,328 -13%
AWS
31
Atria Wealth Solutions
New York
$165K 15,275 – –
WS
32
Wedbush Securities
California
$148K 13,735 – –
MC
33
Moors & Cabot
Massachusetts
$146K 13,500 – –
PCM
34
Pointe Capital Management
Michigan
$126K 11,684 – –
BRWA
35
B. Riley Wealth Advisors
Florida
$119K 11,000 +11,000 New
Creative Planning
36
Creative Planning
Kansas
$116K 10,724 – –
UBS Group
37
UBS Group
Switzerland
$44.9K 4,154 -4,673 -53%
BC
38
Barrett & Company
Rhode Island
$32.4K 3,000 – –
LIA
39
Luken Investment Analytics
Tennessee
$32.4K 3,000 +3,000 New
CA
40
CoreCap Advisors
Michigan
$23.8K 2,200 – –
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$8.1K 750 – –
TIM
42
Tortoise Investment Management
New York
$5.36K 496 +11 +2%
HBW
43
Hazlett, Burt & Watson
West Virginia
$5K 500 – –
SPC
44
Sigma Planning Corp
Michigan
– – -56,363 Closed
LCM
45
Landscape Capital Management
New Jersey
– – -13,412 Closed
KIG
46
Kennedy Investment Group
New Jersey
– – -13,401 Closed
HF
47
HRT Financial
New York
– – -10,552 Closed
GWM
48
Geneos Wealth Management
Colorado
– – -1,250 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– – -95 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2