EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$12.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.07M
3
Invesco
3
Invesco
Georgia
$1.57M
4
LPL Financial
4
LPL Financial
California
$589K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$661K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$11.9M
2
GC
2
Guggenheim Capital
Illinois
$876K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.55M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$247K 22,052 +2,011 +10%
FA
27
FSA Advisors
Michigan
$221K 19,770 +2,072 +12%
EWA
28
EP Wealth Advisors
California
$216K 19,355 +180 +0.9%
CMS
29
Capital Market Strategies
Florida
$211K 18,895 – –
BDL
30
Bey-Douglas LLC
Georgia
$196K 17,542 -35 -0.2%
AWS
31
Atria Wealth Solutions
New York
$171K 15,275 – –
CIA
32
Capital Investment Advisors
Georgia
$170K 15,236 -252 -2%
WS
33
Wedbush Securities
California
$154K 13,735 – –
MC
34
Moors & Cabot
Massachusetts
$151K 13,500 – –
PCM
35
Pointe Capital Management
Michigan
$131K 11,684 – –
IAIM
36
International Assets Investment Management
Florida
$46.4K 339,828 +339,828 New
UBS Group
37
UBS Group
Switzerland
$45.7K 4,088 -66 -2%
BC
38
Barrett & Company
Rhode Island
$33.5K 3,000 – –
CA
39
CoreCap Advisors
Michigan
$24.6K 2,200 – –
ATS
40
Ashton Thomas Securities
New York
$11.2K 1,000 +1,000 New
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$8.39K 750 – –
HBW
42
Hazlett, Burt & Watson
West Virginia
$6K 500 – –
TIM
43
Tortoise Investment Management
New York
$5.66K 507 +11 +2%
FDCP
44
Foster Dykema Cabot & Partners
Massachusetts
$34 3 +3 New
BRWA
45
B. Riley Wealth Advisors
Florida
– – -11,000 Closed
Creative Planning
46
Creative Planning
Kansas
– – -10,724 Closed
LIA
47
Luken Investment Analytics
Tennessee
– – -3,000 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2