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EVG

Eaton Vance Short Duration Diversified Income Fund

48 hedge funds and large institutions have $123M invested in Eaton Vance Short Duration Diversified Income Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less capital invested

Capital invested by funds: $126M → $123M (-$2.81M)

1.77% less ownership

Funds ownership: 52.66%50.9% (-1.8%)

8% less funds holding

Funds holding: 5248 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$46.6M +$4.22M +313,256 +10%
Wells Fargo
2
Wells Fargo
California
$17.6M -$3.59M -266,797 -17%
SCM
3
Saba Capital Management
New York
$14.6M -$83.5K -6,196 -0.6%
RCM
4
Rivernorth Capital Management
Florida
$9.61M +$2.38M +176,522 +33%
FFA
5
First Foundation Advisors
California
$4.08M +$222K +16,510 +6%
1CP
6
1607 Capital Partners
Virginia
$3.52M -$33.7K -2,500 -1%
AAM
7
Advisors Asset Management
Colorado
$3.46M +$100K +7,428 +3%
RVPG
8
Relative Value Partners Group
$3.44M -$1.45M -107,307 -30%
Invesco
9
Invesco
Georgia
$3.32M +$495K +36,717 +18%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$2.92M -$92.5K -6,870 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.04M +$245K +18,184 +31%
Morgan Stanley
12
Morgan Stanley
New York
$1M +$12.1K +895 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$878K -$55.6K -4,125 -6%
Citigroup
14
Citigroup
New York
$847K -$27 -2 -0%
First Trust Advisors
15
First Trust Advisors
Illinois
$840K -$13.5K -1,005 -2%
WA
16
WFG Advisors
Texas
$798K +$84.1K +6,243 +12%
CIA
17
Capital Investment Advisors
Georgia
$730K -$90.3K -6,706 -11%
SFS
18
Shaker Financial Services
Virginia
$718K +$457K +33,951 +176%
Bank of America
19
Bank of America
North Carolina
$635K -$88.3K -6,559 -12%
UBS Group
20
UBS Group
Switzerland
$566K -$11.5K -852 -2%
GC
21
Guggenheim Capital
Illinois
$565K +$94.5K +7,013 +20%
1SB
22
1ST Source Bank
Indiana
$542K +$9.39K +697 +2%
LPL Financial
23
LPL Financial
California
$523K -$525K -38,989 -50%
FIMG
24
Financial & Investment Management Group
Michigan
$450K -$1.43M -106,127 -76%
NGA
25
Naples Global Advisors
Florida
$405K -$2.69K -200 -0.7%