EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.01M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$3.58M
3
SIA
3
Sit Investment Associates
Minnesota
$61.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.01M
5
PPA
5
Parametric Portfolio Associates
Washington
$420K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$3.49M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
QGA
4
Q Global Advisors
Texas
$0
5
RVPG
5
Relative Value Partners Group
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$61.7M 5,644,170 +108,199 +2%
RVPG
2
Relative Value Partners Group
$19.1M 1,743,996 -30,634 -2%
Wells Fargo
3
Wells Fargo
California
$8.01M 733,059 +261,666 +56%
Morgan Stanley
4
Morgan Stanley
New York
$3.79M 346,673 +10,108 +3%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.58M 327,463 +182,907 +127%
1CP
6
1607 Capital Partners
Virginia
$3.49M 319,265 -472,014 -60%
Invesco
7
Invesco
Georgia
$2.83M 259,029 -7,739 -3%
Bank of America
8
Bank of America
North Carolina
$1.88M 172,024 -29,703 -15%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.77M 161,757 -6,279 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.01M 92,652 +92,652 New
PPA
11
Parametric Portfolio Associates
Washington
$420K 38,385 +38,385 New
COLIM
12
City of London Investment Management
United Kingdom
$405K 36,929 – –
ZA
13
Zazove Associates
Nevada
$378K 34,588 -2,659 -7%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$348K 31,882 -2,775 -8%
CIA
15
Capital Investment Advisors
Georgia
$344K 31,436 -842 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$342K 31,319 +1,577 +5%
GC
17
Guggenheim Capital
Illinois
$276K 25,233 -372 -1%
LPL Financial
18
LPL Financial
California
$215K 19,677 +19,677 New
PCM
19
Pointe Capital Management
Michigan
$201K 18,384 – –
Goldman Sachs
20
Goldman Sachs
New York
$145K 13,306 +13,306 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$137K 12,515 +12,515 New
EVM
22
Eaton Vance Management
Massachusetts
$134K 12,219 -6,100 -33%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$134K 12,275 -2,280 -16%
WPA
24
Winning Points Advisors
Florida
$128K 11,695 -3,200 -21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$120K 11,050 +597 +6%
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