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Eaton Vance Short Duration Diversified Income Fund

44 hedge funds and large institutions have $120M invested in Eaton Vance Short Duration Diversified Income Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

2.17% more ownership

Funds ownership: 43.68%45.85% (+2.2%)

0% less capital invested

Capital invested by funds: $121M → $120M (-$463K)

6% less funds holding

Funds holding: 4744 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$37.2M +$6.73M +465,586 +21%
RVPG
2
Relative Value Partners Group
$19.4M +$20.3M +1,402,068 New
Wells Fargo
3
Wells Fargo
California
$17.5M +$1.03M +71,361 +6%
PPA
4
Parametric Portfolio Associates
Washington
$7.28M -$631K -43,656 -8%
RCM
5
Rivernorth Capital Management
Florida
$6.19M +$223K +15,411 +4%
Invesco
6
Invesco
Georgia
$3.18M
FC
7
FCA Corp
Texas
$3.14M +$145K +10,001 +5%
Morgan Stanley
8
Morgan Stanley
New York
$3.01M +$27.8K +1,924 +0.9%
Bank of America
9
Bank of America
North Carolina
$2.82M +$218K +15,073 +8%
AAM
10
Advisors Asset Management
Colorado
$2.21M +$1.19M +81,998 +105%
CIA
11
Capital Investment Advisors
Georgia
$2.13M -$37K -2,562 -2%
FFA
12
First Foundation Advisors
California
$1.96M +$508K +35,164 +33%
FIMG
13
Financial & Investment Management Group
Michigan
$1.63M +$57.1K +3,950 +3%
AA
14
AQR Arbitrage
Connecticut
$1.43M -$168K -11,604 -10%
UBS Group
15
UBS Group
Switzerland
$1.38M -$110K -7,587 -7%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.06M -$10.1K -700 -0.9%
First Trust Advisors
17
First Trust Advisors
Illinois
$938K -$405 -28 -0%
WA
18
WFG Advisors
Texas
$892K +$83.1K +5,748 +10%
PCM
19
Pointe Capital Management
Michigan
$839K -$2.89K -200 -0.3%
1SB
20
1ST Source Bank
Indiana
$806K -$218K -15,049 -21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$726K +$26.7K +1,845 +4%
IT
22
Independence Trust
Tennessee
$656K
NGA
23
Naples Global Advisors
Florida
$552K -$5.78K -400 -1%
LPL Financial
24
LPL Financial
California
$529K -$30.8K -2,133 -5%
CWM
25
Concert Wealth Management
California
$432K -$51.9K -3,586 -10%