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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

54 hedge funds and large institutions have $107M invested in Eaton Vance Short Duration Diversified Income Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

26% more funds holding

Funds holding: 43 → 54 (+11)

3.52% more ownership

Funds ownership: 34.7% → 38.22% (+3.5%)

4% more capital invested

Capital invested by funds: $103M → $107M (+$4.31M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
54
Holders Change
+11
Holders Change %
+25.58%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.34M
2
Wells Fargo
Wells Fargo
California
+$3.33M
3
FIMG
Financial & Investment Management Group
Michigan
+$1.62M
4
VKH
Virtu KCG Holdings
New York
+$1.25M
5
RCM
Rivernorth Capital Management
Florida
+$710K

Top Sellers

1
SCM
Saba Capital Management
New York
-$1.48M
2
WA
WFG Advisors
Texas
-$1,000K
3
DA
Doliver Advisors
Texas
-$293K
4
1SB
1ST Source Bank
Indiana
-$225K
5
SFS
Shaker Financial Services
Virginia
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
RVP
1
Relative Value Partners
Illinois
$21.4M +$229K +15,912 +1%
SIA
2
Sit Investment Associates
Minnesota
$21.1M +$4.34M +301,156 +25%
Wells Fargo
3
Wells Fargo
California
$14M +$3.33M +231,391 +30%
PPA
4
Parametric Portfolio Associates
Washington
$8.45M -$39.9K -2,774 -0.5%
Invesco
5
Invesco
Georgia
$4.86M – – –
RCM
6
Rivernorth Capital Management
Florida
$4.79M +$710K +49,294 +17%
Morgan Stanley
7
Morgan Stanley
New York
$3.03M +$112K +7,781 +4%
FC
8
FCA Corp
Texas
$2.95M +$164K +11,407 +6%
Bank of America
9
Bank of America
North Carolina
$2.56M +$28.5K +1,980 +1%
UBS Group
10
UBS Group
Switzerland
$2.45M +$2.49M +172,870 New
WFG
11
Wills Financial Group
Virginia
$2.21M -$75.1K -5,217 -3%
SCM
12
Saba Capital Management
New York
$1.65M -$1.48M -102,893 -47%
FIMG
13
Financial & Investment Management Group
Michigan
$1.59M +$1.62M +112,389 New
AQR Capital Management
14
AQR Capital Management
Connecticut
$1.3M +$401K +27,851 +43%
VKH
15
Virtu KCG Holdings
New York
$1.22M +$1.25M +86,474 New
CIA
16
Capital Investment Advisors
Georgia
$1.13M -$49.6K -3,441 -4%
1SB
17
1ST Source Bank
Indiana
$1.13M -$225K -15,637 -16%
COLIM
18
City of London Investment Management
United Kingdom
$1.1M – – –
HighTower Advisors
19
HighTower Advisors
Illinois
$1.09M +$56.6K +3,930 +5%
First Trust Advisors
20
First Trust Advisors
Illinois
$927K +$21.8K +1,513 +2%
WA
21
WFG Advisors
Texas
$813K -$1,000K -69,406 -55%
IT
22
Independence Trust
Tennessee
$697K – – –
NGA
23
Naples Global Advisors
Florida
$573K -$112K -7,810 -16%
CWM
24
Concert Wealth Management
California
$547K +$52.3K +3,629 +10%
FFA
25
First Foundation Advisors
California
$536K +$206K +14,313 +61%
1
2 3

EVG Hedge Fund Activity: Q4 2014 in Review

54 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2014, worth a combined $107M — up 4.2% from $103M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EVG positions and 4 closed out — a net gain of 13 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.34M. The largest seller was Saba Capital Management, cutting an estimated $1.48M.

  • 54 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2014, up from 43 in Q3 2014.
  • Funds reported $107M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2014, up 4.2% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2014 and 4 closed out, a net change of +13 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2014 was Sit Investment Associates, an estimated $4.34M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2014 was Saba Capital Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2014.