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EVG

Eaton Vance Short Duration Diversified Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4546 (+1)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12.7M +$1.42M +92,934 +13%
Invesco
2
Invesco
Georgia
$9.11M
PPA
3
Parametric Portfolio Associates
Washington
$8.69M +$119K +7,772 +1%
Wells Fargo
4
Wells Fargo
California
$7.31M +$6.9M +451,552 +1,669%
KIM
5
Karpus Investment Management
New York
$4.93M +$2.02M +132,438 +70%
RVP
6
Relative Value Partners
Illinois
$4.7M +$301K +19,694 +7%
Morgan Stanley
7
Morgan Stanley
New York
$3.73M -$428K -27,986 -10%
U
8
UBS
Switzerland
$2.7M -$193K -12,637 -7%
Bank of America
9
Bank of America
North Carolina
$2.4M -$20.2K -1,322 -0.8%
RCM
10
Rivernorth Capital Management
Florida
$2.15M +$1.88M +123,129 +703%
FC
11
FCA Corp
Texas
$2.05M +$170K +11,153 +9%
1SB
12
1ST Source Bank
Indiana
$1.9M -$171K -11,184 -8%
GC
13
Guggenheim Capital
Illinois
$1.89M -$604K -39,537 -24%
WFG
14
Wills Financial Group
Virginia
$1.83M +$1.83M +119,969 New
WA
15
WFG Advisors
Texas
$1.79M +$909K +59,511 +103%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.5M -$239K -15,623 -14%
CIA
17
Capital Investment Advisors
Georgia
$1.44M +$1.44M +94,393 New
SCM
18
Saba Capital Management
New York
$1.1M +$1.1M +72,245 New
Barclays
19
Barclays
United Kingdom
$907K +$137K +8,944 +17%
LPL Financial
20
LPL Financial
California
$848K -$62.2K -4,070 -7%
First Trust Advisors
21
First Trust Advisors
Illinois
$755K -$9.73K -637 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$660K -$59K -3,864 -8%
NGA
23
Naples Global Advisors
Florida
$655K +$656K +42,913 New
HK
24
Horizon Kinetics
New York
$502K +$8.83K +578 +2%
CWM
25
Concert Wealth Management
California
$496K -$96K -6,286 -16%

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.