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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

43 hedge funds and large institutions have $52.9M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0.77% more ownership

Funds ownership: 35.3% → 36.06% (+0.77%)

1% less capital invested

Capital invested by funds: $53.7M → $52.9M (-$795K)

2% less funds holding

Funds holding: 44 → 43 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.01M
2
GC
Guggenheim Capital
Illinois
+$535K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$423K
4
Ameriprise
Ameriprise
Minnesota
+$306K
5
Osaic Holdings
Osaic Holdings
Arizona
+$306K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$964K
2
RFP
Root Financial Partners
California
-$235K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$217K
4
Stifel Financial
Stifel Financial
Missouri
-$201K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$94.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$283K – – –
IAIM
27
International Assets Investment Management
Florida
$259K +$285K +25,786 New
BDL
28
Bey-Douglas LLC
Georgia
$233K – – –
Raymond James Financial
29
Raymond James Financial
Florida
$188K +$155 +14 +0.1%
SFS
30
Sowell Financial Services
Arkansas
$152K +$3.07K +278 +2%
Stifel Financial
31
Stifel Financial
Missouri
$151K -$201K -18,171 -57%
WS
32
Wedbush Securities
California
$128K – – –
EM
33
ELCO Management
New York
$121K -$38.4K -3,475 -24%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$116K – – –
KAS
35
Kestra Advisory Services
Texas
$103K +$104K +9,398 New
BC
36
Barrett & Company
Rhode Island
$32.8K – – –
UBS Group
37
UBS Group
Switzerland
$26K -$4.16K -377 -14%
CA
38
CoreCap Advisors
Michigan
$24K – – –
EB
39
Eastern Bank
Massachusetts
$22.9K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$10.9K +$11K +1,000 New
MCM
41
MAI Capital Management
Ohio
$5.46K +$5.52K +500 New
HBW
42
Hazlett, Burt & Watson
West Virginia
$5K – – –
AAP
43
Arax Advisory Partners
Colorado
$4.37K – – –
RFP
44
Root Financial Partners
California
– -$235K -20,725 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$217K -19,192 Closed
ASN
46
Advisory Services Network
Georgia
– -$20.7K -1,825 Closed
NFSG
47
Newbridge Financial Services Group
Florida
– -$16.9K -1,490 Closed
TIM
48
Tortoise Investment Management
New York
– -$6.22K -550 Closed
1
2

EVG Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2025, worth a combined $52.9M — down 1.5% from $53.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVG and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.01M. The largest seller was Sit Investment Associates, cutting an estimated $964K.

  • 43 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2025, down from 44 in Q3 2025.
  • Funds reported $52.9M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2025, down 1.5% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2025 and 5 closed out, a net change of -1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $1.01M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2025 was Sit Investment Associates, an estimated $964K sold.

Based on aggregated 13F filings for Q4 2025.