We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 5047 (-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

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$49.4M +$854K +63,535 +2%
Wells Fargo
2
Wells Fargo
California
$24.6M +$7.18M +534,359 +43%
RVPG
3
Relative Value Partners Group
$8.51M +$3.86M +286,764 +88%
RCM
4
Rivernorth Capital Management
Florida
$6.84M -$2.8M -208,303 -30%
Invesco
5
Invesco
Georgia
$4.72M +$187K +13,894 +4%
1CP
6
1607 Capital Partners
Virginia
$3.68M +$249K +18,523 +7%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$2.93M -$32.8K -2,440 -1%
AAM
8
Advisors Asset Management
Colorado
$2.24M -$568K -42,217 -21%
WA
9
WFG Advisors
Texas
$1.61M +$463K +34,429 +42%
WPA
10
Winning Points Advisors
Florida
$1.52M +$1.47M +109,558 New
First Trust Advisors
11
First Trust Advisors
Illinois
$1.2M +$306K +22,732 +36%
Morgan Stanley
12
Morgan Stanley
New York
$1.15M -$86.6K -6,438 -7%
HighTower Advisors
13
HighTower Advisors
Illinois
$851K -$32K -2,382 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$843K -$98K -7,291 -11%
Bank of America
15
Bank of America
North Carolina
$669K -$13.4K -994 -2%
CIA
16
Capital Investment Advisors
Georgia
$665K -$26.2K -1,950 -4%
UBS Group
17
UBS Group
Switzerland
$599K +$13K +965 +2%
LPL Financial
18
LPL Financial
California
$549K +$14.9K +1,110 +3%
1SB
19
1ST Source Bank
Indiana
$480K -$49.7K -3,695 -10%
GC
20
Guggenheim Capital
Illinois
$444K -$117K -8,672 -21%
Citigroup
21
Citigroup
New York
$424K -$326K -24,277 -44%
FIMG
22
Financial & Investment Management Group
Michigan
$408K -$47.8K -3,558 -11%
NGA
23
Naples Global Advisors
Florida
$394K -$21.3K -1,583 -5%
NL
24
NWAM LLC
Washington
$324K +$1.77K +132 +0.6%
CWM
25
Concert Wealth Management
California
$318K -$49.8K -3,700 -14%