Eaton Vance Short Duration Diversified Income Fund
EVG
47 hedge funds and large institutions have $118M invested in Eaton Vance Short Duration Diversified Income Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.
3% less capital invested
Capital invested by funds: $121M → $118M (-$3.3M)
1.86% less ownership
Funds ownership: 49.22% → 47.36% (-1.9%)
6% less funds holding
Funds holding: 50 → 47 (-3)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.18M |
| 2 |
RVPG
Relative Value Partners Group
|
+$3.86M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$854K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$463K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$12M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.8M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.01M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$920K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$568K |
EVG Hedge Fund Activity: Q4 2016 in Review
47 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2016, worth a combined $118M — down 2.7% from $121M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EVG and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $7.18M. The largest seller was Saba Capital Management, cutting an estimated $12M.
- 47 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2016, down from 50 in Q3 2016.
- Funds reported $118M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2016, down 2.7% quarter-over-quarter.
- 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2016 and 8 closed out, a net change of -3 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2016 was Wells Fargo, an estimated $7.18M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2016 was Saba Capital Management, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2016.