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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

48 hedge funds and large institutions have $123M invested in Eaton Vance Short Duration Diversified Income Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less capital invested

Capital invested by funds: $126M → $123M (-$2.81M)

1.77% less ownership

Funds ownership: 52.66% → 50.9% (-1.8%)

8% less funds holding

Funds holding: 52 → 48 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
19
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.22M
2
RCM
Rivernorth Capital Management
Florida
+$2.38M
3
Invesco
Invesco
Georgia
+$495K
4
SFS
Shaker Financial Services
Virginia
+$457K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$245K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$4.05M
2
Wells Fargo
Wells Fargo
California
-$3.59M
3
RVPG
Relative Value Partners Group
-$1.45M
4
FIMG
Financial & Investment Management Group
Michigan
-$1.43M
5
AA
AQR Arbitrage
Connecticut
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
– -$32K -2,392 Closed
DLHL
52
Donald L. Hagan LLC
Florida
– -$8K -600 Closed
TRCT
53
Tower Research Capital (TRC)
New York
– -$3K -237 Closed
1 2
3

EVG Hedge Fund Activity: Q2 2016 in Review

48 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2016, worth a combined $123M — down 2.2% from $126M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVG and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.22M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $4.05M sold.

  • 48 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2016, down from 52 in Q1 2016.
  • Funds reported $123M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2016, down 2.2% quarter-over-quarter.
  • 2 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2016 and 6 closed out, a net change of -4 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2016 was Sit Investment Associates, an estimated $4.22M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2016.