Eaton Vance Short Duration Diversified Income Fund
EVG
34 hedge funds and large institutions have $111M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.77% less ownership
Funds ownership: 57.67% → 56.9% (-0.77%)
6% less funds holding
Funds holding: 36 → 34 (-2)
20% less capital invested
Capital invested by funds: $139M → $111M (-$28.1M)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.33M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.33M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.38M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$488K |
| 5 |
LPL Financial
San Diego,
California
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$6M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.01M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$802K |
| 4 |
RVPG
Relative Value Partners Group
|
-$389K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$378K |
EVG Hedge Fund Activity: Q1 2020 in Review
34 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2020, worth a combined $111M — down 20% from $139M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVG positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.33M. The largest seller was 1607 Capital Partners, cutting an estimated $6M.
- 34 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2020, down from 36 in Q4 2019.
- Funds reported $111M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2020, down 20% quarter-over-quarter.
- 7 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2020 and 6 closed out, a net change of +1 holder.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2020 was Wells Fargo, an estimated $3.33M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2020 was 1607 Capital Partners, an estimated $6M sold.
Based on aggregated 13F filings for Q1 2020.