We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

44 hedge funds and large institutions have $53.7M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $51.1M → $53.7M (+$2.62M)

5% more funds holding

Funds holding: 4244 (+2)

0.82% more ownership

Funds ownership: 34.48%35.3% (+0.82%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$313K -$719K -64,029 -70%
MWM
27
Melfa Wealth Management
Massachusetts
$294K
BDL
28
Bey-Douglas LLC
Georgia
$241K -$3.69K -329 -2%
RFP
29
Root Financial Partners
California
$235K +$233K +20,725 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$217K -$136K -12,148 -39%
Raymond James Financial
31
Raymond James Financial
Florida
$195K +$13.3K +1,189 +7%
EM
32
ELCO Management
New York
$165K -$95.4K -8,500 -37%
SFS
33
Sowell Financial Services
Arkansas
$154K +$3.01K +268 +2%
WS
34
Wedbush Securities
California
$133K
Baird Financial Group
35
Baird Financial Group
Wisconsin
$121K +$120K +10,650 New
BC
36
Barrett & Company
Rhode Island
$34K
UBS Group
37
UBS Group
Switzerland
$31.2K -$364K -32,404 -92%
CA
38
CoreCap Advisors
Michigan
$24.9K
EB
39
Eastern Bank
Massachusetts
$23.8K +$23.6K +2,100 New
ASN
40
Advisory Services Network
Georgia
$20.7K +$20.5K +1,825 New
NFSG
41
Newbridge Financial Services Group
Florida
$16.9K
TIM
42
Tortoise Investment Management
New York
$6.22K +$123 +11 +2%
HBW
43
Hazlett, Burt & Watson
West Virginia
$6K
AAP
44
Arax Advisory Partners
Colorado
$4.53K +$4.49K +400 New
CIA
45
Capital Investment Advisors
Georgia
-$111K -10,019 Closed

EVG Hedge Fund Activity: Q3 2025 in Review

44 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2025, worth a combined $53.7M — up 5.1% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVG positions and 1 closed out — a net gain of 4 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.94M. The largest seller was Sit Investment Associates, cutting an estimated $1.84M.

  • 44 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $53.7M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2025 and 1 closed out, a net change of +4 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2025 was Guggenheim Capital, an estimated $1.94M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2025 was Sit Investment Associates, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2025.