Eaton Vance Short Duration Diversified Income Fund
EVG
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.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
8% less funds holding
Funds holding: 38 → 35 (-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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$895K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$506K |
| 3 |
EM
ELCO Management
New York
|
+$421K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$275K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$55.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.48M |
| 3 |
RVPG
Relative Value Partners Group
|
-$5.87M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$1.37M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.22M |
EVG Hedge Fund Activity: Q3 2021 in Review
35 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2021, worth a combined $62.2M — down 53% from $132M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EVG and 7 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Centaurus Financial, opening a new position worth an estimated $895K. The largest seller was Sit Investment Associates, cutting an estimated $55.3M.
- 35 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2021, down from 38 in Q2 2021.
- Funds reported $62.2M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2021, down 53% quarter-over-quarter.
- 7 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2021 and 10 closed out, a net change of -3 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2021 was Centaurus Financial, an estimated $895K added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2021 was Sit Investment Associates, an estimated $55.3M sold.
Based on aggregated 13F filings for Q3 2021.