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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

45 hedge funds and large institutions have $71.9M invested in Eaton Vance Short Duration Diversified Income Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $68.4M → $71.9M (+$3.56M)

2% more funds holding

Funds holding: 44 → 45 (+1)

2.01% more ownership

Funds ownership: 19.22% → 21.24% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVP
Relative Value Partners
Illinois
+$3.8M
2
KIM
Karpus Investment Management
New York
+$2.94M
3
1SB
1ST Source Bank
Indiana
+$2.09M
4
FAAS
First Allied Advisory Services
California
+$1.08M
5
PPA
Parametric Portfolio Associates
Washington
+$689K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.48M
2
LPL Financial
LPL Financial
California
-$1.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$956K
4
Barclays
Barclays
United Kingdom
-$915K
5
CWM
Cabot Wealth Management
Massachusetts
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
51
Huntington National Bank
Ohio
– -$7K -453 Closed
WC
52
Whitnell & Co
Illinois
– -$5K -321 Closed
FFC
53
First Financial Corp
Indiana
– -$2K -115 Closed
1 2
3

EVG Hedge Fund Activity: Q3 2013 in Review

45 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2013, worth a combined $71.9M — up 5.2% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVG positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Relative Value Partners, adding an estimated $3.8M. The largest seller was Sit Investment Associates, cutting an estimated $1.48M.

  • 45 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2013, up from 44 in Q2 2013.
  • Funds reported $71.9M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2013, up 5.2% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2013 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2013 was Relative Value Partners, an estimated $3.8M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2013 was Sit Investment Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2013.