Eaton Vance Short Duration Diversified Income Fund
EVG
47 hedge funds and large institutions have $121M invested in Eaton Vance Short Duration Diversified Income Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 15 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $107M → $121M (+$13.9M)
5.46% more ownership
Funds ownership: 38.22% → 43.68% (+5.5%)
13% less funds holding
Funds holding: 54 → 47 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.33M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.17M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFG
Wills Financial Group
Richmond,
Virginia
|
-$2.21M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.3M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$938K |
| 5 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$870K |
EVG Hedge Fund Activity: Q1 2015 in Review
47 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2015, worth a combined $121M — up 13% from $107M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of EVG and 9 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 20 added.
The largest buyer was Sit Investment Associates, adding an estimated $10.5M. The largest seller was Wills Financial Group, exiting entirely with an estimated $2.21M sold.
- 47 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2015, down from 54 in Q4 2014.
- Funds reported $121M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2015, up 13% quarter-over-quarter.
- 9 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2015 and 15 closed out, a net change of -6 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2015 was Sit Investment Associates, an estimated $10.5M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2015 was Wills Financial Group, an estimated $2.21M sold.
Based on aggregated 13F filings for Q1 2015.