We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

54 hedge funds and large institutions have $113M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $106M → $113M (+$7.13M)

6% more funds holding

Funds holding: 5154 (+3)

3.54% more ownership

Funds ownership: 45.51%49.05% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
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
$49.7M +$1.66M +128,145 +3%
RVPG
2
Relative Value Partners Group
$14.7M +$1.43M +110,546 +11%
Wells Fargo
3
Wells Fargo
California
$13.5M +$306K +23,664 +2%
1CP
4
1607 Capital Partners
Virginia
$6.91M +$6.46M +499,391 +1,391%
Invesco
5
Invesco
Georgia
$4.77M +$42.4K +3,276 +0.9%
BRWA
6
B. Riley Wealth Advisors
Florida
$3.03M -$36K -2,780 -1%
Bank of America
7
Bank of America
North Carolina
$2.53M -$631K -48,717 -20%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.11M +$81K +6,260 +4%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$2.02M -$34.1K -2,637 -2%
Morgan Stanley
10
Morgan Stanley
New York
$1.76M +$65.1K +5,030 +4%
SFS
11
Shaker Financial Services
Virginia
$1.37M -$232K -17,889 -14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$888K +$25K +1,928 +3%
Walleye Trading
13
Walleye Trading
New York
$814K +$196K +15,133 +32%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$766K +$204K +15,762 +36%
Walleye Capital
15
Walleye Capital
New York
$722K +$724K +55,954 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$500K -$34.1K -2,637 -6%
DA
17
Doliver Advisors
Texas
$499K -$48.5K -3,751 -9%
CIA
18
Capital Investment Advisors
Georgia
$481K -$17.8K -1,379 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$456K +$42.2K +3,261 +10%
WPA
20
Winning Points Advisors
Florida
$394K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$371K -$273K -21,076 -42%
LCM
22
Landscape Capital Management
New Jersey
$337K +$12.2K +943 +4%
Ameriprise
23
Ameriprise
Minnesota
$324K -$34K -2,630 -9%
UBS Group
24
UBS Group
Switzerland
$318K -$18.9K -1,462 -6%
PCM
25
Pointe Capital Management
Michigan
$290K

EVG Hedge Fund Activity: Q3 2018 in Review

54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2018, worth a combined $113M — up 6.7% from $106M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVG positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.46M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $957K sold.

  • 54 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2018, up from 51 in Q2 2018.
  • Funds reported $113M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2018 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2018 was 1607 Capital Partners, an estimated $6.46M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2018 was Robinson Capital Management, an estimated $957K sold.

Based on aggregated 13F filings for Q3 2018.