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EVG

Eaton Vance Short Duration Diversified Income Fund

46 hedge funds and large institutions have $103M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4546 (+1)

2.19% more ownership

Funds ownership: 40.04%42.23% (+2.2%)

3% more capital invested

Capital invested by funds: $100M → $103M (+$3.18M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$50.9M +$1.62M +117,056 +3%
Wells Fargo
2
Wells Fargo
California
$13.6M +$55.7K +4,032 +0.4%
RVPG
3
Relative Value Partners Group
$10.8M +$1.29M +93,174 +13%
Invesco
4
Invesco
Georgia
$5.41M +$252K +18,253 +5%
BRWA
5
B. Riley Wealth Advisors
Florida
$3.37M +$27.5K +1,991 +0.8%
Bank of America
6
Bank of America
North Carolina
$2.58M +$1.69M +122,006 +182%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$2.19M -$609K -44,077 -22%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.88M +$45.7K +3,311 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.66M -$46.7K -3,378 -3%
SFS
10
Shaker Financial Services
Virginia
$1.51M +$1.53M +110,604 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$911K +$6.77K +490 +0.7%
RJA
12
Raymond James & Associates
Florida
$851K +$608K +44,041 +240%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$678K -$98.5K -7,130 -13%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$603K +$353K +25,563 +137%
CIA
15
Capital Investment Advisors
Georgia
$531K -$42.9K -3,103 -7%
WPA
16
Winning Points Advisors
Florida
$441K -$38.7K -2,800 -8%
AAM
17
Advisors Asset Management
Colorado
$421K -$148K -10,717 -26%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$397K +$73.9K +5,348 +23%
Ameriprise
19
Ameriprise
Minnesota
$378K -$22.6K -1,635 -6%
NGA
20
Naples Global Advisors
Florida
$351K
NL
21
NWAM LLC
Washington
$349K +$1.66K +120 +0.5%
UBS Group
22
UBS Group
Switzerland
$342K -$54.9K -3,972 -14%
PCM
23
Pointe Capital Management
Michigan
$324K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$312K
LPL Financial
25
LPL Financial
California
$310K -$138K -9,956 -30%

EVG Hedge Fund Activity: Q1 2018 in Review

46 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2018, worth a combined $103M — up 3.2% from $100M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EVG positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $609K.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2018, up from 45 in Q4 2017.
  • Funds reported $103M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2018 was Bank of America, an estimated $1.69M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2018 was Kovitz Investment Group Partners, an estimated $609K sold.

Based on aggregated 13F filings for Q1 2018.