Eaton Vance Short Duration Diversified Income Fund
EVG
33 hedge funds and large institutions have $122M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 9 closing their positions.
10% more capital invested
Capital invested by funds: $111M → $122M (+$11.2M)
3.31% more ownership
Funds ownership: 56.9% → 60.21% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 34 → 33 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$13.1M |
| 2 |
BlackRock
New York
|
+$1.35M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$807K |
| 4 |
Morgan Stanley
New York
|
+$511K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.49M |
| 2 |
RVPG
Relative Value Partners Group
|
-$2.65M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.49M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$420K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$318K |
EVG Hedge Fund Activity: Q2 2020 in Review
33 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2020, worth a combined $122M — up 10% from $111M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EVG and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was Sit Investment Associates, adding an estimated $13.1M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.49M sold.
- 33 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2020, down from 34 in Q1 2020.
- Funds reported $122M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2020, up 10% quarter-over-quarter.
- 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2020 and 9 closed out, a net change of -1 holder.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $13.1M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2020 was 1607 Capital Partners, an estimated $3.49M sold.
Based on aggregated 13F filings for Q2 2020.