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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

40 hedge funds and large institutions have $127M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

21% more funds holding

Funds holding: 33 → 40 (+7)

1.94% more ownership

Funds ownership: 60.21% → 62.15% (+1.9%)

4% more capital invested

Capital invested by funds: $122M → $127M (+$5.08M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
10
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.4M
2
CRC
Curi RMB Capital
Illinois
+$1.06M
3
SFS
Shaker Financial Services
Virginia
+$997K
4
1CP
1607 Capital Partners
Virginia
+$974K
5
RCM
Rivernorth Capital Management
Florida
+$647K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.57M
2
BlackRock
BlackRock
New York
-$1.37M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$74.4K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$37.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$81.4M +$3.4M +298,179 +4%
RVPG
2
Relative Value Partners Group
$17.4M +$128K +11,246 +0.7%
Wells Fargo
3
Wells Fargo
California
$6.21M -$2.57M -225,859 -29%
Morgan Stanley
4
Morgan Stanley
New York
$4.76M +$264K +23,151 +6%
Invesco
5
Invesco
Georgia
$2.99M +$1.4K +123 +0%
Bank of America
6
Bank of America
North Carolina
$2.01M +$80.6K +7,074 +4%
SFS
7
Shaker Financial Services
Virginia
$1.83M +$997K +87,563 +122%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.74M -$35.6K -3,124 -2%
CRC
9
Curi RMB Capital
Illinois
$1.07M +$1.06M +93,125 New
1CP
10
1607 Capital Partners
Virginia
$980K +$974K +85,548 New
Osaic Holdings
11
Osaic Holdings
Arizona
$724K -$10.6K -931 -1%
RCM
12
Rivernorth Capital Management
Florida
$651K +$647K +56,849 New
MC
13
Matisse Capital
Oregon
$567K +$564K +49,517 New
COLIM
14
City of London Investment Management
United Kingdom
$422K – – –
ZA
15
Zazove Associates
Nevada
$396K – – –
SCA
16
Strategic Capital Advisers
Colorado
$388K – – –
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$387K -$37.8K -3,323 -10%
6M
18
6 Meridian
Kansas
$380K +$378K +33,161 New
CIA
19
Capital Investment Advisors
Georgia
$348K +$569 +50 +0.2%
LPL Financial
20
LPL Financial
California
$318K +$29.9K +2,626 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$272K -$74.4K -6,533 -22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$221K +$93.5K +8,210 +74%
Walleye Capital
23
Walleye Capital
New York
$204K +$203K +17,790 New
PCM
24
Pointe Capital Management
Michigan
$202K -$7.97K -700 -4%
LCM
25
Landscape Capital Management
New Jersey
$199K +$198K +17,359 New
1
2

EVG Hedge Fund Activity: Q3 2020 in Review

40 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2020, worth a combined $127M — up 4.2% from $122M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVG positions and 4 closed out — a net gain of 7 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.4M. The largest seller was Wells Fargo, cutting an estimated $2.57M.

  • 40 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2020, up from 33 in Q2 2020.
  • Funds reported $127M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2020, up 4.2% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2020 and 4 closed out, a net change of +7 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.4M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2020 was Wells Fargo, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2020.