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EVG

Eaton Vance Short Duration Diversified Income Fund

45 hedge funds and large institutions have $104M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 4245 (+3)

5.64% less ownership

Funds ownership: 46.33%40.69% (-5.6%)

11% less capital invested

Capital invested by funds: $117M → $104M (-$12.8M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
14
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$52M -$2.31M -162,022 -4%
Wells Fargo
2
Wells Fargo
California
$16.7M -$4.67M -327,336 -22%
RVPG
3
Relative Value Partners Group
$10M -$1.32M -92,640 -12%
Invesco
4
Invesco
Georgia
$5.21M +$435K +30,462 +9%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$3M -$13.6K -950 -0.4%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.82M +$267K +18,720 +17%
Morgan Stanley
7
Morgan Stanley
New York
$1.69M +$525K +36,825 +45%
Bank of America
8
Bank of America
North Carolina
$1.03M +$217K +15,218 +27%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$945K +$486K +34,045 +105%
RCM
10
Rivernorth Capital Management
Florida
$934K -$2.88M -202,108 -76%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$873K -$30.5K -2,135 -3%
AAM
12
Advisors Asset Management
Colorado
$692K -$284K -19,876 -29%
CIA
13
Capital Investment Advisors
Georgia
$628K -$5.96K -418 -0.9%
LPL Financial
14
LPL Financial
California
$566K +$428 +30 +0.1%
PPA
15
Parametric Portfolio Associates
Washington
$546K -$625K -43,822 -53%
IFWM
16
Institute for Wealth Management
Colorado
$506K +$217K +15,242 +75%
WPA
17
Winning Points Advisors
Florida
$497K -$553K -38,763 -52%
LCM
18
Laurion Capital Management
New York
$495K +$496K +34,743 New
Ameriprise
19
Ameriprise
Minnesota
$449K +$146K +10,201 +48%
1SB
20
1ST Source Bank
Indiana
$433K -$10.2K -713 -2%
NGA
21
Naples Global Advisors
Florida
$404K
NL
22
NWAM LLC
Washington
$361K +$1.61K +113 +0.4%
UBS Group
23
UBS Group
Switzerland
$355K -$53.2K -3,727 -13%
PCM
24
Pointe Capital Management
Michigan
$338K -$14.7K -1,033 -4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$325K