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EVG

Eaton Vance Short Duration Diversified Income Fund

42 hedge funds and large institutions have $117M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 46.56%46.33% (-0.23%)

1% less capital invested

Capital invested by funds: $118M → $117M (-$999K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

5% less funds holding

Funds holding: 4442 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
14
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$53.6M +$732K +52,011 +1%
Wells Fargo
2
Wells Fargo
California
$21M -$1.13M -79,901 -5%
RVPG
3
Relative Value Partners Group
$11.2M +$422K +30,000 +4%
WA
4
WFG Advisors
Texas
$5.39M +$631K +44,809 +13%
Invesco
5
Invesco
Georgia
$4.71M -$26.2K -1,860 -0.6%
RCM
6
Rivernorth Capital Management
Florida
$3.76M -$840K -59,624 -18%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$2.97M
First Trust Advisors
8
First Trust Advisors
Illinois
$1.54M +$229K +16,297 +18%
PPA
9
Parametric Portfolio Associates
Washington
$1.15M +$1.16M +82,161 New
Morgan Stanley
10
Morgan Stanley
New York
$1.15M -$37.4K -2,657 -3%
WPA
11
Winning Points Advisors
Florida
$1.04M
AAM
12
Advisors Asset Management
Colorado
$962K -$551K -39,152 -36%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$892K +$53.8K +3,819 +6%
Bank of America
14
Bank of America
North Carolina
$802K +$28.4K +2,014 +4%
CIA
15
Capital Investment Advisors
Georgia
$625K -$5.87K -417 -0.9%
LPL Financial
16
LPL Financial
California
$558K -$323K -22,919 -37%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$454K +$330K +23,458 +264%
1SB
18
1ST Source Bank
Indiana
$437K -$40.8K -2,897 -9%
UBS Group
19
UBS Group
Switzerland
$402K -$226K -16,053 -36%
GC
20
Guggenheim Capital
Illinois
$399K -$29.8K -2,113 -7%
NGA
21
Naples Global Advisors
Florida
$398K -$1.41K -100 -0.4%
NL
22
NWAM LLC
Washington
$355K +$24.8K +1,762 +7%
PCM
23
Pointe Capital Management
Michigan
$348K -$22.8K -1,620 -6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$321K
Ameriprise
25
Ameriprise
Minnesota
$300K -$194K -13,769 -39%