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Eaton Vance Short Duration Diversified Income Fund

36 hedge funds and large institutions have $57.5M invested in Eaton Vance Short Duration Diversified Income Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 3536 (+1)

1.83% less ownership

Funds ownership: 26.1%24.27% (-1.8%)

8% less capital invested

Capital invested by funds: $62.2M → $57.5M (-$4.75M)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$34.2M -$5.6M -418,919 -14%
Morgan Stanley
2
Morgan Stanley
New York
$6.26M +$786K +58,793 +14%
First Trust Advisors
3
First Trust Advisors
Illinois
$2.2M +$17.3K +1,295 +0.8%
Bank of America
4
Bank of America
North Carolina
$1.82M +$1.58K +118 +0.1%
Invesco
5
Invesco
Georgia
$1.79M +$51.6K +3,860 +3%
CF
6
Centaurus Financial
California
$1.25M +$381K +28,505 +43%
GC
7
Guggenheim Capital
Illinois
$1.13M +$342K +25,555 +43%
NA
8
NewEdge Advisors
Louisiana
$1.11M +$1.11M +83,379 New
Osaic Holdings
9
Osaic Holdings
Arizona
$890K +$50.5K +3,777 +6%
EM
10
ELCO Management
New York
$622K -$13.8K -1,032 -2%
LPL Financial
11
LPL Financial
California
$596K +$119K +8,900 +25%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$581K +$16.7K +1,252 +3%
Wells Fargo
13
Wells Fargo
California
$505K -$1.68M -125,501 -77%
Ameriprise
14
Ameriprise
Minnesota
$499K +$232K +17,372 +86%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$378K +$21.9K +1,639 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$377K +$93.5K +6,989 +33%
CMS
17
Capital Market Strategies
Florida
$319K +$321K +24,014 New
WPA
18
Winning Points Advisors
Florida
$311K +$307K +22,995 New
CWM
19
Cornerstone Wealth Management
Missouri
$308K +$93.5K +6,994 +43%
CIA
20
Capital Investment Advisors
Georgia
$281K -$18.9K -1,414 -6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$262K +$264K +19,753 New
SLWA
22
San Luis Wealth Advisors
California
$230K +$231K +17,310 New
AWM
23
Apollon Wealth Management
South Carolina
$229K +$19.8K +1,482 +9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$227K -$60.2K -4,499 -21%
SCA
25
Strategic Capital Advisers
Colorado
$213K