Eaton Vance Short Duration Diversified Income Fund
EVG
42 hedge funds and large institutions have $140M invested in Eaton Vance Short Duration Diversified Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $127M → $140M (+$13M)
5% more funds holding
Funds holding: 40 → 42 (+2)
1.33% more ownership
Funds ownership: 62.15% → 63.48% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.11M |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$1.77M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.12M |
| 4 |
Morgan Stanley
New York
|
+$445K |
| 5 |
RVPG
Relative Value Partners Group
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.42M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$987K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$567K |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
-$380K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$296K |
EVG Hedge Fund Activity: Q4 2020 in Review
42 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2020, worth a combined $140M — up 10% from $127M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EVG positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.11M. The largest seller was Shaker Financial Services, cutting an estimated $1.42M.
- 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2020, up from 40 in Q3 2020.
- Funds reported $140M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2020, up 10% quarter-over-quarter.
- 10 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2020 and 8 closed out, a net change of +2 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $3.11M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2020 was Shaker Financial Services, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2020.