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EVG

Eaton Vance Short Duration Diversified Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 5447 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$32.2M +$10.5M +731,090 +49%
RVP
2
Relative Value Partners
Illinois
$21.1M -$870K -60,673 -4%
Wells Fargo
3
Wells Fargo
California
$17.3M +$2.87M +200,293 +20%
PPA
4
Parametric Portfolio Associates
Washington
$8.24M -$405K -28,216 -5%
RCM
5
Rivernorth Capital Management
Florida
$6.25M +$1.33M +92,420 +27%
Invesco
6
Invesco
Georgia
$4.48M
FC
7
FCA Corp
Texas
$3.14M +$120K +8,371 +4%
Morgan Stanley
8
Morgan Stanley
New York
$3.12M +$13.8K +961 +0.4%
Bank of America
9
Bank of America
North Carolina
$2.73M +$111K +7,710 +4%
CIA
10
Capital Investment Advisors
Georgia
$2.32M +$1.17M +81,423 +102%
AA
11
AQR Arbitrage
Connecticut
$1.67M +$1.65M +114,919 New
FIMG
12
Financial & Investment Management Group
Michigan
$1.65M +$17.2K +1,200 +1%
SCM
13
Saba Capital Management
New York
$1.62M -$65.9K -4,595 -4%
UBS Group
14
UBS Group
Switzerland
$1.56M -$938K -65,419 -38%
FFA
15
First Foundation Advisors
California
$1.54M +$980K +68,357 +180%
AAM
16
Advisors Asset Management
Colorado
$1.13M +$1.12M +77,887 New
COLIM
17
City of London Investment Management
United Kingdom
$1.12M -$5.45K -380 -0.5%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.11M +$1.43K +100 +0.1%
1SB
19
1ST Source Bank
Indiana
$1.06M -$91.3K -6,365 -8%
First Trust Advisors
20
First Trust Advisors
Illinois
$981K +$32.3K +2,250 +3%
PCM
21
Pointe Capital Management
Michigan
$880K +$871K +60,747 New
WA
22
WFG Advisors
Texas
$850K +$17.4K +1,212 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$732K +$725K +50,548 New
IT
24
Independence Trust
Tennessee
$687K -$27.4K -1,911 -4%
NGA
25
Naples Global Advisors
Florida
$583K -$3.58K -250 -0.6%