We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

39 hedge funds and large institutions have $147M invested in Eaton Vance Short Duration Diversified Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $140M → $147M (+$6.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 63.48%62.48% (-1%)

7% less funds holding

Funds holding: 4239 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$94.4M +$1.01M +77,081 +1%
RVPG
2
Relative Value Partners Group
$18.1M -$2.36M -180,682 -12%
Wells Fargo
3
Wells Fargo
California
$11.1M +$609K +46,581 +6%
Morgan Stanley
4
Morgan Stanley
New York
$5.78M -$170K -13,034 -3%
Invesco
5
Invesco
Georgia
$2.79M -$354K -27,090 -11%
BFM
6
Boothbay Fund Management
New York
$2.43M +$522K +39,977 +28%
Bank of America
7
Bank of America
North Carolina
$2.3M -$17.9K -1,367 -0.8%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.01M +$51.2K +3,921 +3%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.25M +$31.2K +2,385 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$846K +$20.3K +1,556 +2%
COLIM
11
City of London Investment Management
United Kingdom
$489K
LPL Financial
12
LPL Financial
California
$476K +$4.77K +365 +1%
SCA
13
Strategic Capital Advisers
Colorado
$446K
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$441K -$47.3K -3,620 -10%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$415K +$412K +31,549 New
CIA
16
Capital Investment Advisors
Georgia
$377K -$1.79K -137 -0.5%
CL
17
CSS LLC
Illinois
$376K +$373K +28,546 New
OC
18
Oppenheimer & Co
New York
$306K +$303K +23,219 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$292K -$14.9K -1,138 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$290K +$46.9K +3,589 +19%
Stifel Financial
21
Stifel Financial
Missouri
$218K +$10.7K +820 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$216K -$56K -4,283 -21%
KAS
23
Kestra Advisory Services
Texas
$213K +$23.1K +1,770 +12%
PCM
24
Pointe Capital Management
Michigan
$193K -$19.6K -1,500 -9%
EVM
25
Eaton Vance Management
Massachusetts
$161K

EVG Hedge Fund Activity: Q1 2021 in Review

39 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2021, worth a combined $147M — up 4.8% from $140M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVG and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.01M. The largest seller was Relative Value Partners Group, cutting an estimated $2.36M.

  • 39 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2021, down from 42 in Q4 2020.
  • Funds reported $147M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2021 and 11 closed out, a net change of -3 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $1.01M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2021 was Relative Value Partners Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2021.