Eaton Vance Short Duration Diversified Income Fund
EVG
46 hedge funds and large institutions have $79.6M invested in Eaton Vance Short Duration Diversified Income Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
11% more capital invested
Capital invested by funds: $71.9M → $79.6M (+$7.68M)
3.22% more ownership
Funds ownership: 21.24% → 24.45% (+3.2%)
2% more funds holding
Funds holding: 45 → 46 (+1)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.9M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.02M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.88M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.42M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.27M |
| 2 |
FAAM
First Allied Asset Management
San Diego,
California
|
-$3.07M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$782K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$604K |
| 5 |
FHC
First Houston Capital
Houston,
Texas
|
-$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
51
Raymond James & Associates
St Petersburg,
Florida
| – | -$298K | -19,226 | Closed |
|
|
WAM
52
Wolverine Asset Management
Chicago,
Illinois
| – | -$89K | -5,753 | Closed |
|
|
PFO
53
Pathstone Family Office
Englewood,
New Jersey
| – | -$67K | -4,193 | Closed |
|
|
LTFS
54
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$6K | -377 | Closed |
|
55
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3K | -200 | Closed |
|
EVG Hedge Fund Activity: Q4 2013 in Review
46 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2013, worth a combined $79.6M — up 11% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EVG positions and 9 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.9M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $3.27M sold.
- 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2013, up from 45 in Q3 2013.
- Funds reported $79.6M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2013, up 11% quarter-over-quarter.
- 11 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2013 and 9 closed out, a net change of +2 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2013 was Wells Fargo, an estimated $6.9M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2013 was First Allied Advisory Services, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2013.