Eaton Vance Short Duration Diversified Income Fund
EVG
35 hedge funds and large institutions have $136M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.07% less ownership
Funds ownership: 60.39% → 58.31% (-2.1%)
7% less capital invested
Capital invested by funds: $146M → $136M (-$9.94M)
13% less funds holding
Funds holding: 40 → 35 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.54M |
| 2 |
RVPG
Relative Value Partners Group
|
+$1.3M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$516K |
| 4 |
Morgan Stanley
New York
|
+$475K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.26M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.49M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$694K |
| 4 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$494K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$186K |
EVG Hedge Fund Activity: Q3 2019 in Review
35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2019, worth a combined $136M — down 6.8% from $146M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EVG and 1 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.54M. The largest seller was Wells Fargo, cutting an estimated $7.26M.
- 35 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2019, down from 40 in Q2 2019.
- Funds reported $136M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2019, down 6.8% quarter-over-quarter.
- 1 fund opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2019 and 6 closed out, a net change of -5 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2019 was Sit Investment Associates, an estimated $3.54M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2019 was Wells Fargo, an estimated $7.26M sold.
Based on aggregated 13F filings for Q3 2019.