EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

36 hedge funds and large institutions have $139M invested in Eaton Vance Short Duration Diversified Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$74.7M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.95M
3
RVPG
3
Relative Value Partners Group
$24.1M
4
IAA
4
Independent Advisor Alliance
North Carolina
$802K
5
SFS
5
Shaker Financial Services
Virginia
$1.01M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$10.7M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$247K
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$74.7M 5,535,971 +188,065 +4%
RVPG
2
Relative Value Partners Group
$24.1M 1,774,630 +63,677 +4%
1CP
3
1607 Capital Partners
Virginia
$10.7M 791,279 -412,837 -34%
Wells Fargo
4
Wells Fargo
California
$6.36M 471,393 -10,000 -2%
Morgan Stanley
5
Morgan Stanley
New York
$4.54M 336,565 +40,230 +14%
Invesco
6
Invesco
Georgia
$3.6M 266,768 -2,061 -0.8%
Bank of America
7
Bank of America
North Carolina
$2.72M 201,727 +11,305 +6%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.27M 168,036 -2,125 -1%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.95M 144,556 +74,955 +108%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.04M 76,872 +3,219 +4%
SFS
11
Shaker Financial Services
Virginia
$1.01M 74,631 +41,588 +126%
IAA
12
Independent Advisor Alliance
North Carolina
$802K 59,425 +59,425 New
ZA
13
Zazove Associates
Nevada
$503K 37,247 +37,247 New
COLIM
14
City of London Investment Management
United Kingdom
$497K 36,929 – –
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$468K 34,657 +2,400 +7%
CIA
16
Capital Investment Advisors
Georgia
$436K 32,278 -1,249 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$401K 29,742 +768 +3%
QGA
18
Q Global Advisors
Texas
$358K 26,555 +5,381 +25%
GC
19
Guggenheim Capital
Illinois
$346K 25,605 -945 -4%
SCA
20
Strategic Capital Advisers
Colorado
$301K 22,300 +22,300 New
Ameriprise
21
Ameriprise
Minnesota
$296K 21,928 -8,611 -28%
PCM
22
Pointe Capital Management
Michigan
$248K 18,384 -1,295 -7%
EVM
23
Eaton Vance Management
Massachusetts
$247K 18,319 -30,611 -63%
AG
24
Advisor Group
Arizona
$224K 16,560 +4,188 +34%
WPA
25
Winning Points Advisors
Florida
$201K 14,895 -700 -4%
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