Eaton Vance Short Duration Diversified Income Fund
EVG
44 hedge funds and large institutions have $46.6M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
2.59% more ownership
Funds ownership: 30.94% → 33.53% (+2.6%)
2% more funds holding
Funds holding: 43 → 44 (+1)
4% more capital invested
Capital invested by funds: $44.9M → $46.6M (+$1.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$3.76M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.25M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.05M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$128K |
| 5 |
LPL Financial
San Diego,
California
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.71M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$563K |
| 3 |
Morgan Stanley
New York
|
-$173K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$119K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$116K |
EVG Hedge Fund Activity: Q3 2024 in Review
44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2024, worth a combined $46.6M — up 3.8% from $44.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVG positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $3.76M. The largest seller was Sit Investment Associates, cutting an estimated $1.71M.
- 44 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2024, up from 43 in Q2 2024.
- Funds reported $46.6M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2024, up 3.8% quarter-over-quarter.
- 4 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $3.76M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2024 was Sit Investment Associates, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2024.