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Eaton Vance Short Duration Diversified Income Fund

44 hedge funds and large institutions have $118M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more capital invested

Capital invested by funds: $118M → $118M (+$10K)

0.8% less ownership

Funds ownership: 47.36%46.56% (-0.8%)

6% less funds holding

Funds holding: 4744 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

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
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
15
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$53.1M +$2.71M +194,644 +5%
Wells Fargo
2
Wells Fargo
California
$22.3M -$2.71M -194,432 -11%
RVPG
3
Relative Value Partners Group
$10.7M +$2.11M +151,473 +25%
WA
4
WFG Advisors
Texas
$4.79M +$3.11M +222,767 +192%
Invesco
5
Invesco
Georgia
$4.76M -$55.3K -3,967 -1%
RCM
6
Rivernorth Capital Management
Florida
$4.62M -$2.32M -166,092 -34%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$2.98M +$558 +40 +0%
AAM
8
Advisors Asset Management
Colorado
$1.52M -$749K -53,676 -33%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.31M +$90.5K +6,491 +8%
Morgan Stanley
10
Morgan Stanley
New York
$1.19M +$15.8K +1,135 +1%
WPA
11
Winning Points Advisors
Florida
$1.04M -$491K -35,190 -32%
LPL Financial
12
LPL Financial
California
$886K +$321K +23,045 +58%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$842K -$16.5K -1,181 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$792K -$75.8K -5,438 -9%
Bank of America
15
Bank of America
North Carolina
$778K +$95.3K +6,833 +14%
CIA
16
Capital Investment Advisors
Georgia
$634K -$43.1K -3,094 -6%
UBS Group
17
UBS Group
Switzerland
$631K +$20.7K +1,481 +3%
Ameriprise
18
Ameriprise
Minnesota
$496K +$490K +35,131 New
1SB
19
1ST Source Bank
Indiana
$480K -$8.72K -625 -2%
GC
20
Guggenheim Capital
Illinois
$430K -$22.2K -1,589 -5%
NGA
21
Naples Global Advisors
Florida
$402K
PCM
22
Pointe Capital Management
Michigan
$373K +$368K +26,415 New
NL
23
NWAM LLC
Washington
$332K +$1.83K +131 +0.6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$323K
CWM
25
Concert Wealth Management
California
$314K -$4.18K -300 -1%