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EVG

Eaton Vance Short Duration Diversified Income Fund

38 hedge funds and large institutions have $132M invested in Eaton Vance Short Duration Diversified Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 3938 (-1)

6.77% less ownership

Funds ownership: 62.48%55.7% (-6.8%)

10% less capital invested

Capital invested by funds: $147M → $132M (-$14.8M)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$93.7M -$1.45M -109,042 -2%
Wells Fargo
2
Wells Fargo
California
$10.4M -$749K -56,524 -7%
RVPG
3
Relative Value Partners Group
$5.87M -$12.3M -930,381 -68%
Morgan Stanley
4
Morgan Stanley
New York
$5.66M -$162K -12,200 -3%
Invesco
5
Invesco
Georgia
$2.93M +$118K +8,931 +4%
First Trust Advisors
6
First Trust Advisors
Illinois
$2.15M +$127K +9,570 +6%
Bank of America
7
Bank of America
North Carolina
$2M -$319K -24,061 -14%
IA
8
Icon Advisers
Colorado
$1.37M +$1.37M +103,120 New
CCP
9
Clough Capital Partners
Massachusetts
$845K +$844K +63,700 New
Osaic Holdings
10
Osaic Holdings
Arizona
$827K -$25K -1,888 -3%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$569K +$125K +9,395 +28%
Barclays
12
Barclays
United Kingdom
$569K +$552K +41,642 New
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$565K +$146K +11,013 +35%
LPL Financial
14
LPL Financial
California
$458K -$22.1K -1,666 -5%
SCA
15
Strategic Capital Advisers
Colorado
$450K
CIA
16
Capital Investment Advisors
Georgia
$381K +$822 +62 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$340K +$122K +9,206 +56%
OC
18
Oppenheimer & Co
New York
$315K +$6.63K +500 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$300K +$6.07K +458 +2%
GC
20
Guggenheim Capital
Illinois
$294K +$294K +22,190 New
CL
21
CSS LLC
Illinois
$278K -$100K -7,559 -26%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$227K +$227K +17,100 New
EM
23
ELCO Management
New York
$226K +$225K +17,000 New
KAS
24
Kestra Advisory Services
Texas
$223K +$7.69K +580 +4%
COLIM
25
City of London Investment Management
United Kingdom
$209K -$281K -21,194 -57%

EVG Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2021, worth a combined $132M — down 10% from $147M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVG and 10 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.

The largest buyer was Icon Advisers, opening a new position worth an estimated $1.37M. The largest seller was Relative Value Partners Group, cutting an estimated $12.3M.

  • 38 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2021, down from 39 in Q1 2021.
  • Funds reported $132M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2021, down 10% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2021 and 11 closed out, a net change of -1 holder.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2021 was Icon Advisers, an estimated $1.37M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2021 was Relative Value Partners Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2021.