Eaton Vance Short Duration Diversified Income Fund
EVG
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 47 → 44 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
+$3.11M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.71M |
| 3 |
RVPG
Relative Value Partners Group
|
+$2.11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$490K |
| 5 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.68M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.71M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.32M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$749K |
| 5 |
WPA
Winning Points Advisors
Boca Raton,
Florida
|
-$491K |
EVG Hedge Fund Activity: Q1 2017 in Review
44 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2017, worth a combined $118M — up 0.01% from $118M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EVG and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.
The largest buyer was WFG Advisors, adding an estimated $3.11M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.68M sold.
- 44 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2017, down from 47 in Q4 2016.
- Funds reported $118M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2017, up 0.01% quarter-over-quarter.
- 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2017 and 6 closed out, a net change of -1 holder.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2017 was WFG Advisors, an estimated $3.11M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2017 was 1607 Capital Partners, an estimated $3.68M sold.
Based on aggregated 13F filings for Q1 2017.