Eaton Vance Short Duration Diversified Income Fund
EVG
54 hedge funds and large institutions have $113M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $106M → $113M (+$7.13M)
6% more funds holding
Funds holding: 51 → 54 (+3)
3.54% more ownership
Funds ownership: 45.51% → 49.05% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$6.46M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.66M |
| 3 |
RVPG
Relative Value Partners Group
|
+$1.43M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$306K |
| 5 |
Jane Street
New York
|
+$245K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $6K | +$6.47K | +500 | New |
|
|
KL
52
KWMG LLC
Overland Park,
Kansas
| $4K | – | – | – |
|
|
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $3K | +$2.59K | +200 | New |
|
|
CAG
54
Csenge Advisory Group
Clearwater,
Florida
| $3K | +$3.65K | +282 | New |
|
|
RCM
55
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$957K | -73,484 | Closed |
|
|
NGA
56
Naples Global Advisors
Naples,
Florida
| – | -$301K | -23,155 | Closed |
|
57
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$31K | -2,417 | Closed |
|
|
RWA
58
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$13K | -1,000 | Closed |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -400 | Closed |
|
EVG Hedge Fund Activity: Q3 2018 in Review
54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2018, worth a combined $113M — up 6.7% from $106M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EVG positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $6.46M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $957K sold.
- 54 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2018, up from 51 in Q2 2018.
- Funds reported $113M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2018, up 6.7% quarter-over-quarter.
- 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2018 and 5 closed out, a net change of +3 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2018 was 1607 Capital Partners, an estimated $6.46M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2018 was Robinson Capital Management, an estimated $957K sold.
Based on aggregated 13F filings for Q3 2018.