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Eaton Vance Short Duration Diversified Income Fund

45 hedge funds and large institutions have $100M invested in Eaton Vance Short Duration Diversified Income Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.65% less ownership

Funds ownership: 40.69%40.04% (-0.65%)

4% less capital invested

Capital invested by funds: $104M → $100M (-$3.79M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$51.9M -$525K -37,267 -1%
Wells Fargo
2
Wells Fargo
California
$14.2M -$2.54M -180,029 -15%
RVPG
3
Relative Value Partners Group
$10.1M -$25.1K -1,783 -0.3%
Invesco
4
Invesco
Georgia
$5.42M +$176K +12,458 +3%
BRWA
5
B. Riley Wealth Advisors
Florida
$3.51M +$3.17M +225,208 +1,152%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.93M +$92.4K +6,556 +5%
Morgan Stanley
7
Morgan Stanley
New York
$1.79M +$94.9K +6,735 +6%
Bank of America
8
Bank of America
North Carolina
$961K -$75.3K -5,345 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$952K +$70.1K +4,979 +8%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$816K -$134K -9,477 -14%
CIA
11
Capital Investment Advisors
Georgia
$604K -$28.4K -2,018 -5%
AAM
12
Advisors Asset Management
Colorado
$595K -$101K -7,183 -15%
WPA
13
Winning Points Advisors
Florida
$511K
PPA
14
Parametric Portfolio Associates
Washington
$508K -$41K -2,908 -8%
LPL Financial
15
LPL Financial
California
$469K -$99.6K -7,068 -18%
Ameriprise
16
Ameriprise
Minnesota
$422K -$30.8K -2,188 -7%
UBS Group
17
UBS Group
Switzerland
$417K +$58.4K +4,145 +17%
NGA
18
Naples Global Advisors
Florida
$370K -$36.6K -2,600 -9%
NL
19
NWAM LLC
Washington
$366K +$1.63K +116 +0.5%
MML Investors Services
20
MML Investors Services
Massachusetts
$362K +$50.2K +3,566 +16%
PCM
21
Pointe Capital Management
Michigan
$341K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$341K +$48.9K +3,468 +17%
SIA
23
Starfire Investment Advisers
Michigan
$341K +$335K +23,762 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$327K
IFWM
25
Institute for Wealth Management
Colorado
$290K -$215K -15,242 -43%