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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

50 hedge funds and large institutions have $121M invested in Eaton Vance Short Duration Diversified Income Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 48 → 50 (+2)

2% less capital invested

Capital invested by funds: $123M → $121M (-$2.17M)

1.68% less ownership

Funds ownership: 50.9% → 49.22% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.1M
2
RVPG
Relative Value Partners Group
+$963K
3
SIA
Sit Investment Associates
Minnesota
+$664K
4
WA
WFG Advisors
Texas
+$307K
5
DA
Doliver Advisors
Texas
+$261K

Top Sellers

1
FFA
First Foundation Advisors
California
-$3.11M
2
SCM
Saba Capital Management
New York
-$2.24M
3
Wells Fargo
Wells Fargo
California
-$922K
4
AAM
Advisors Asset Management
Colorado
-$721K
5
AA
AQR Arbitrage
Connecticut
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$48M +$664K +48,803 +1%
Wells Fargo
2
Wells Fargo
California
$17M -$922K -67,717 -5%
SCM
3
Saba Capital Management
New York
$12.5M -$2.24M -164,454 -15%
RCM
4
Rivernorth Capital Management
Florida
$9.62M -$142K -10,454 -1%
Invesco
5
Invesco
Georgia
$4.48M +$1.1M +80,785 +33%
RVPG
6
Relative Value Partners Group
$4.48M +$963K +70,730 +28%
1CP
7
1607 Capital Partners
Virginia
$3.39M -$180K -13,200 -5%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$2.93M -$32.6K -2,395 -1%
AAM
9
Advisors Asset Management
Colorado
$2.79M -$721K -52,960 -21%
Morgan Stanley
10
Morgan Stanley
New York
$1.23M +$210K +15,424 +21%
WA
11
WFG Advisors
Texas
$1.12M +$307K +22,564 +38%
FFA
12
First Foundation Advisors
California
$1.01M -$3.11M -228,696 -76%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$934K -$125K -9,204 -12%
SFS
14
Shaker Financial Services
Virginia
$920K +$189K +13,901 +26%
HighTower Advisors
15
HighTower Advisors
Illinois
$880K -$9.26K -680 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$875K +$21.6K +1,585 +3%
Citigroup
17
Citigroup
New York
$752K -$107K -7,887 -13%
CIA
18
Capital Investment Advisors
Georgia
$685K -$56.2K -4,127 -8%
Bank of America
19
Bank of America
North Carolina
$675K +$30.3K +2,227 +5%
UBS Group
20
UBS Group
Switzerland
$579K +$4.25K +312 +0.7%
GC
21
Guggenheim Capital
Illinois
$559K -$15.1K -1,106 -3%
1SB
22
1ST Source Bank
Indiana
$525K -$25.2K -1,849 -5%
LPL Financial
23
LPL Financial
California
$524K -$3.96K -291 -0.8%
FIMG
24
Financial & Investment Management Group
Michigan
$452K -$5.34K -392 -1%
NGA
25
Naples Global Advisors
Florida
$412K +$681 +50 +0.2%
1
2 3

EVG Hedge Fund Activity: Q3 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2016, worth a combined $121M — down 1.8% from $123M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVG positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, adding an estimated $1.1M. The largest seller was First Foundation Advisors, cutting an estimated $3.11M.

  • 50 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2016, up from 48 in Q2 2016.
  • Funds reported $121M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2016, down 1.8% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2016 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2016 was Invesco, an estimated $1.1M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2016 was First Foundation Advisors, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2016.