Eaton Vance Short Duration Diversified Income Fund
EVG
44 hedge funds and large institutions have $103M invested in Eaton Vance Short Duration Diversified Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
11% more capital invested
Capital invested by funds: $92.4M → $103M (+$10.2M)
3.35% more ownership
Funds ownership: 29.44% → 32.79% (+3.4%)
4% less funds holding
Funds holding: 46 → 44 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$9.69M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.34M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.85M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$835K |
| 5 |
IT
Independence Trust
Franklin,
Tennessee
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.17M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.64M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$306K |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$283K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$243K |
EVG Hedge Fund Activity: Q2 2014 in Review
44 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2014, worth a combined $103M — up 11% from $92.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EVG and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 20 added.
The largest buyer was Relative Value Partners, adding an estimated $9.69M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $4.17M sold.
- 44 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2014, down from 46 in Q1 2014.
- Funds reported $103M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2014, up 11% quarter-over-quarter.
- 6 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2014 and 8 closed out, a net change of -2 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2014 was Relative Value Partners, an estimated $9.69M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2014 was Karpus Investment Management, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2014.