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EVG

Eaton Vance Short Duration Diversified Income Fund

51 hedge funds and large institutions have $106M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

11% more funds holding

Funds holding: 4651 (+5)

3.28% more ownership

Funds ownership: 42.23%45.51% (+3.3%)

3% more capital invested

Capital invested by funds: $103M → $106M (+$3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$48.4M -$163K -12,258 -0.3%
RVPG
2
Relative Value Partners Group
$13.5M +$3.21M +241,496 +30%
Wells Fargo
3
Wells Fargo
California
$13.3M +$367K +27,610 +3%
Invesco
4
Invesco
Georgia
$4.77M -$397K -29,881 -8%
Bank of America
5
Bank of America
North Carolina
$3.19M +$744K +55,975 +30%
BRWA
6
B. Riley Wealth Advisors
Florida
$3.1M -$120K -9,035 -4%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$2.07M -$18.7K -1,410 -0.9%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.05M +$260K +19,530 +14%
Morgan Stanley
9
Morgan Stanley
New York
$1.71M +$128K +9,666 +8%
SFS
10
Shaker Financial Services
Virginia
$1.61M +$178K +13,363 +12%
RCM
11
Robinson Capital Management
Michigan
$957K +$976K +73,484 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$870K +$678 +51 +0.1%
RJA
13
Raymond James & Associates
Florida
$765K -$48K -3,611 -6%
RCM
14
Rivernorth Capital Management
Florida
$685K +$699K +52,603 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$678K
Walleye Trading
16
Walleye Trading
New York
$624K +$637K +47,909 New
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$568K +$579K +43,596 New
DA
18
Doliver Advisors
Texas
$553K +$313K +23,553 +125%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$539K -$37.6K -2,832 -6%
CIA
20
Capital Investment Advisors
Georgia
$503K -$3.96K -298 -0.8%
1CP
21
1607 Capital Partners
Virginia
$467K +$477K +35,900 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$417K +$39.3K +2,955 +10%
WPA
23
Winning Points Advisors
Florida
$397K -$30.6K -2,300 -7%
Ameriprise
24
Ameriprise
Minnesota
$361K -$239 -18 -0.1%
UBS Group
25
UBS Group
Switzerland
$341K +$14.2K +1,068 +4%