We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

35 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, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

0.71% less ownership

Funds ownership: 57.67%56.95% (-0.71%)

3% less funds holding

Funds holding: 3635 (-1)

20% less capital invested

Capital invested by funds: $139M → $111M (-$28M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$61.7M +$1.38M +108,199 +2%
RVPG
2
Relative Value Partners Group
$19.1M -$389K -30,634 -2%
Wells Fargo
3
Wells Fargo
California
$8.01M +$3.33M +261,666 +56%
Morgan Stanley
4
Morgan Stanley
New York
$3.79M +$129K +10,108 +3%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.58M +$2.33M +182,907 +127%
1CP
6
1607 Capital Partners
Virginia
$3.49M -$6M -472,014 -60%
Invesco
7
Invesco
Georgia
$2.83M -$98.4K -7,739 -3%
Bank of America
8
Bank of America
North Carolina
$1.88M -$378K -29,703 -15%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.77M -$79.8K -6,279 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.01M +$1.18M +92,652 New
PPA
11
Parametric Portfolio Associates
Washington
$420K +$488K +38,385 New
COLIM
12
City of London Investment Management
United Kingdom
$405K
ZA
13
Zazove Associates
Nevada
$378K -$33.8K -2,659 -7%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$348K -$35.3K -2,775 -8%
CIA
15
Capital Investment Advisors
Georgia
$344K -$10.7K -842 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$342K +$20K +1,577 +5%
GC
17
Guggenheim Capital
Illinois
$276K -$4.73K -372 -1%
LPL Financial
18
LPL Financial
California
$215K +$250K +19,677 New
PCM
19
Pointe Capital Management
Michigan
$201K
Goldman Sachs
20
Goldman Sachs
New York
$145K +$169K +13,306 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$137K +$159K +12,515 New
EVM
22
Eaton Vance Management
Massachusetts
$134K -$77.6K -6,100 -33%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$134K -$29K -2,280 -16%
WPA
24
Winning Points Advisors
Florida
$128K -$40.7K -3,200 -21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$120K +$7.59K +597 +6%

EVG Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 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 8 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.

  • 35 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.