Eaton Vance Short Duration Diversified Income Fund
EVG
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.
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: 35 → 36 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.11M |
| 2 |
Morgan Stanley
New York
|
+$786K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$381K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$342K |
| 5 |
WPA
Winning Points Advisors
Boca Raton,
Florida
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.68M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$287K |
| 4 |
Barclays
London,
United Kingdom
|
-$266K |
| 5 |
PFA
Paradigm Financial Advisors
Des Peres,
Missouri
|
-$211K |
EVG Hedge Fund Activity: Q4 2021 in Review
36 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2021, worth a combined $57.5M — down 7.6% from $62.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EVG positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.11M. The largest seller was Sit Investment Associates, cutting an estimated $5.6M.
- 36 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2021, up from 35 in Q3 2021.
- Funds reported $57.5M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2021, down 7.6% quarter-over-quarter.
- 9 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2021 and 7 closed out, a net change of +2 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2021 was NewEdge Advisors, an estimated $1.11M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2021 was Sit Investment Associates, an estimated $5.6M sold.
Based on aggregated 13F filings for Q4 2021.