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Eaton Vance Short Duration Diversified Income Fund

35 hedge funds and large institutions have $62.2M invested in Eaton Vance Short Duration Diversified Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

8% less funds holding

Funds holding: 3835 (-3)

29.6% less ownership

Funds ownership: 55.7%26.1% (-30%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

53% less capital invested

Capital invested by funds: $132M → $62.2M (-$70M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
12
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$40M -$55.3M -4,063,627 -58%
Morgan Stanley
2
Morgan Stanley
New York
$5.5M -$189K -13,890 -3%
First Trust Advisors
3
First Trust Advisors
Illinois
$2.2M +$37.2K +2,737 +2%
Wells Fargo
4
Wells Fargo
California
$2.18M -$8.48M -623,268 -79%
Bank of America
5
Bank of America
North Carolina
$1.83M -$183K -13,448 -9%
Invesco
6
Invesco
Georgia
$1.75M -$1.22M -89,942 -41%
CF
7
Centaurus Financial
California
$877K +$895K +65,819 New
Osaic Holdings
8
Osaic Holdings
Arizona
$843K +$12.7K +932 +1%
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$797K +$230K +16,875 +39%
GC
10
Guggenheim Capital
Illinois
$791K +$506K +37,181 +168%
EM
11
ELCO Management
New York
$639K +$421K +30,932 +182%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$567K
LPL Financial
13
LPL Financial
California
$480K +$20.4K +1,500 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$358K +$16.4K +1,205 +5%
CIA
15
Capital Investment Advisors
Georgia
$301K -$83.4K -6,128 -21%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$288K +$60.9K +4,480 +26%
KAS
17
Kestra Advisory Services
Texas
$287K +$65K +4,779 +28%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$286K -$16.6K -1,218 -5%
Ameriprise
19
Ameriprise
Minnesota
$270K +$275K +20,244 New
Barclays
20
Barclays
United Kingdom
$266K -$298K -21,889 -53%
CWM
21
Cornerstone Wealth Management
Missouri
$216K +$220K +16,192 New
SCA
22
Strategic Capital Advisers
Colorado
$214K -$242K -17,820 -53%
PFA
23
Paradigm Financial Advisors
Missouri
$211K +$215K +15,800 New
AWM
24
Apollon Wealth Management
South Carolina
$210K +$60.1K +4,417 +39%
PCM
25
Pointe Capital Management
Michigan
$196K