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EVG

Eaton Vance Short Duration Diversified Income Fund

40 hedge funds and large institutions have $146M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $135M → $146M (+$10.8M)

2% more ownership

Funds ownership: 58.39%60.39% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 4640 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$68.8M +$5.43M +414,837 +9%
RVPG
2
Relative Value Partners Group
$21.8M +$1.83M +139,426 +9%
1CP
3
1607 Capital Partners
Virginia
$16.2M +$1.54M +117,300 +11%
Wells Fargo
4
Wells Fargo
California
$13.9M -$1.45M -110,810 -10%
Invesco
5
Invesco
Georgia
$4.35M -$74.7K -5,700 -2%
Morgan Stanley
6
Morgan Stanley
New York
$3.53M +$1.41M +107,573 +70%
BRWA
7
B. Riley Wealth Advisors
Florida
$2.49M -$287K -21,889 -10%
Bank of America
8
Bank of America
North Carolina
$2.37M +$4.21K +321 +0.2%
First Trust Advisors
9
First Trust Advisors
Illinois
$2.21M +$31.1K +2,372 +1%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$1.92M -$61.8K -4,720 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$870K -$7.61K -581 -0.9%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$840K +$9.59K +732 +1%
EVM
13
Eaton Vance Management
Massachusetts
$790K
ZA
14
Zazove Associates
Nevada
$504K
CIA
15
Capital Investment Advisors
Georgia
$493K -$12.8K -977 -3%
COLIM
16
City of London Investment Management
United Kingdom
$493K +$484K +36,929 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$470K +$103K +7,846 +29%
Ameriprise
18
Ameriprise
Minnesota
$404K +$23K +1,757 +6%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$401K -$2.62K -200 -0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$386K +$9.97K +761 +3%
GC
21
Guggenheim Capital
Illinois
$380K +$28.5K +2,179 +8%
WPA
22
Winning Points Advisors
Florida
$311K -$26.2K -2,000 -8%
QGA
23
Q Global Advisors
Texas
$287K
PCM
24
Pointe Capital Management
Michigan
$266K -$32.7K -2,500 -11%
RJA
25
Raymond James & Associates
Florida
$210K +$262 +20 +0.1%

EVG Hedge Fund Activity: Q2 2019 in Review

40 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2019, worth a combined $146M — up 8% from $135M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVG and 6 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.43M. The largest seller was Wells Fargo, cutting an estimated $1.45M.

  • 40 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2019, down from 46 in Q1 2019.
  • Funds reported $146M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2019, up 8% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2019 and 11 closed out, a net change of -5 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $5.43M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2019 was Wells Fargo, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2019.