Eaton Vance Short Duration Diversified Income Fund
EVG
40 hedge funds and large institutions have $146M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 11 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
8% more capital invested
Capital invested by funds: $135M → $146M (+$10.8M)
2% more ownership
Funds ownership: 58.39% → 60.39% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less funds holding
Funds holding: 46 → 40 (-6)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.43M |
| 2 |
RVPG
Relative Value Partners Group
|
+$1.83M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.54M |
| 4 |
Morgan Stanley
New York
|
+$1.41M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.45M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.03M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$934K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$879K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -222 | Closed |
|
EVG Hedge Fund Activity: Q2 2019 in Review
40 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2019, worth a combined $146M — up 8% from $135M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EVG and 6 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Sit Investment Associates, adding an estimated $5.43M. The largest seller was Wells Fargo, cutting an estimated $1.45M.
- 40 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2019, down from 46 in Q1 2019.
- Funds reported $146M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2019, up 8% quarter-over-quarter.
- 6 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2019 and 11 closed out, a net change of -5 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $5.43M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2019 was Wells Fargo, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2019.