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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

49 hedge funds and large institutions have $125M invested in Eaton Vance Short Duration Diversified Income Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

14% more funds holding

Funds holding: 43 → 49 (+6)

3% more capital invested

Capital invested by funds: $121M → $125M (+$3.88M)

0.92% more ownership

Funds ownership: 49.51% → 50.43% (+0.92%)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$13M
2
1CP
1607 Capital Partners
Virginia
+$2.46M
3
SFS
Shaker Financial Services
Virginia
+$1.26M
4
SIA
Sit Investment Associates
Minnesota
+$1.24M
5
KIG
Kovitz Investment Group
Illinois
+$974K

Top Sellers

1
RVPG
Relative Value Partners Group
-$12.7M
2
FC
FCA Corp
Texas
-$3.07M
3
PPA
Parametric Portfolio Associates
Washington
-$1.58M
4
Bank of America
Bank of America
North Carolina
-$1.23M
5
LCM
Laurion Capital Management
New York
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
IT
51
Independence Trust
Tennessee
– -$287K -21,721 Closed
DA
52
Doliver Advisors
Texas
– -$275K -20,751 Closed
RJA
53
Raymond James & Associates
Florida
– -$224K -16,930 Closed
ICOA
54
Investment Centers of America
North Dakota
– -$179K -13,388 Closed
CPIG
55
Chicago Partners Investment Group
Illinois
– -$21K -1,578 Closed
DLHL
56
Donald L. Hagan LLC
Florida
– -$8K -600 Closed
BIM
57
BlackRock Investment Management
Delaware
– +$13 +1 New
1 2
3

EVG Hedge Fund Activity: Q4 2015 in Review

49 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2015, worth a combined $125M — up 3.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVG positions and 8 closed out — a net gain of 6 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $13M. The largest seller was Relative Value Partners Group, cutting an estimated $12.7M.

  • 49 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2015, up from 43 in Q3 2015.
  • Funds reported $125M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2015, up 3.2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2015 and 8 closed out, a net change of +6 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2015 was Saba Capital Management, an estimated $13M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2015 was Relative Value Partners Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2015.