Eaton Vance Short Duration Diversified Income Fund
EVG
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.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
3% more funds holding
Funds holding: 35 → 36 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.65% less ownership
Funds ownership: 58.31% → 57.67% (-0.65%)
16% less capital inflows, than outflows
Capital inflows: $7.78M | Capital outflows: $9.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.5M |
| 2 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$996K |
| 3 |
Relative Value Partners Group
|
+$846K |
| 4 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$790K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1607 Capital Partners
Richmond,
Virginia
|
-$5.49M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$838K |
| 4 |
Eaton Vance Management
Boston,
Massachusetts
|
-$407K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$167K |
EVG Hedge Fund Activity: Q4 2019 in Review
36 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2019, worth a combined $139M — up 2.2% from $136M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EVG positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.5M. The largest seller was 1607 Capital Partners, cutting an estimated $5.49M.
- 36 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2019, up from 35 in Q3 2019.
- Funds reported $139M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2019, up 2.2% quarter-over-quarter.
- 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $2.5M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2019 was 1607 Capital Partners, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2019.