We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

42 hedge funds and large institutions have $118M invested in Eaton Vance Short Duration Diversified Income Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.96% more ownership

Funds ownership: 49.05%53.01% (+4%)

4% more capital invested

Capital invested by funds: $113M → $118M (+$4.66M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less funds holding

Funds holding: 5442 (-12)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
42
Holders Change
-12
Holders Change %
-22.22%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$50.8M +$2.99M +235,861 +6%
RVPG
2
Relative Value Partners Group
$18.5M +$4.33M +341,443 +30%
Wells Fargo
3
Wells Fargo
California
$13.9M +$924K +72,840 +7%
1CP
4
1607 Capital Partners
Virginia
$12.6M +$6.01M +473,433 +88%
Invesco
5
Invesco
Georgia
$4.09M -$526K -41,432 -11%
BRWA
6
B. Riley Wealth Advisors
Florida
$2.66M -$267K -21,051 -9%
Bank of America
7
Bank of America
North Carolina
$2.17M -$276K -21,767 -11%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$1.9M -$42.7K -3,365 -2%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.9M -$141K -11,144 -7%
Morgan Stanley
10
Morgan Stanley
New York
$1.86M +$166K +13,118 +10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$818K -$39.1K -3,079 -4%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$792K +$807K +63,607 New
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$730K -$9.03K -712 -1%
CIA
14
Capital Investment Advisors
Georgia
$464K +$266 +21 +0.1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$436K -$47.1K -3,710 -10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$388K -$52.4K -4,133 -12%
Ameriprise
17
Ameriprise
Minnesota
$349K +$37.3K +2,939 +12%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$347K -$10.5K -824 -3%
GC
19
Guggenheim Capital
Illinois
$332K +$76.4K +6,022 +29%
WPA
20
Winning Points Advisors
Florida
$320K -$63.4K -5,000 -16%
LCM
21
Landscape Capital Management
New Jersey
$303K -$23.2K -1,826 -7%
PCM
22
Pointe Capital Management
Michigan
$279K
QGA
23
Q Global Advisors
Texas
$264K +$269K +21,174 New
ZA
24
Zazove Associates
Nevada
$232K
UBS Group
25
UBS Group
Switzerland
$215K -$93.8K -7,397 -30%

EVG Hedge Fund Activity: Q4 2018 in Review

42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2018, worth a combined $118M — up 4.1% from $113M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVG and 5 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 9 added.

The largest buyer was 1607 Capital Partners, adding an estimated $6.01M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.37M sold.

  • 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2018, down from 54 in Q3 2018.
  • Funds reported $118M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2018, up 4.1% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2018 and 16 closed out, a net change of -11 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2018 was 1607 Capital Partners, an estimated $6.01M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2018 was Shaker Financial Services, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2018.