We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund

37 hedge funds and large institutions have $43.4M invested in Eaton Vance Short Duration Diversified Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 3637 (+1)

3.28% less ownership

Funds ownership: 24.27%20.99% (-3.3%)

24% less capital invested

Capital invested by funds: $57.5M → $43.4M (-$14M)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$20.1M -$10.3M -838,125 -33%
Morgan Stanley
2
Morgan Stanley
New York
$6.14M +$737K +60,003 +13%
First Trust Advisors
3
First Trust Advisors
Illinois
$2.02M +$110K +8,942 +5%
Bank of America
4
Bank of America
North Carolina
$1.55M -$38.4K -3,128 -2%
Invesco
5
Invesco
Georgia
$1.49M -$71.5K -5,819 -4%
GC
6
Guggenheim Capital
Illinois
$1.48M +$529K +43,083 +51%
CF
7
Centaurus Financial
California
$1.19M +$100K +8,175 +9%
NA
8
NewEdge Advisors
Louisiana
$1.05M +$93.4K +7,600 +9%
Osaic Holdings
9
Osaic Holdings
Arizona
$886K +$117K +9,554 +14%
AWM
10
AE Wealth Management
Kansas
$808K +$859K +69,889 New
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$676K +$180K +14,688 +34%
LPL Financial
12
LPL Financial
California
$547K +$29.9K +2,429 +5%
EM
13
ELCO Management
New York
$542K
Ameriprise
14
Ameriprise
Minnesota
$493K +$61.5K +5,005 +13%
Wells Fargo
15
Wells Fargo
California
$430K -$10.5K -857 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$382K +$57.1K +4,646 +16%
SFS
17
Shaker Financial Services
Virginia
$362K +$385K +31,345 New
CWM
18
Cornerstone Wealth Management
Missouri
$320K +$55.6K +4,521 +19%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$319K -$10.4K -850 -3%
CMS
20
Capital Market Strategies
Florida
$260K -$18.4K -1,500 -6%
CIA
21
Capital Investment Advisors
Georgia
$249K +$4.09K +333 +2%
SPC
22
Sigma Planning Corp
Michigan
$238K +$253K +20,560 New
SLWA
23
San Luis Wealth Advisors
California
$230K
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$228K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$211K +$14.1K +1,147 +7%

EVG Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2022, worth a combined $43.4M — down 24% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVG positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $859K. The largest seller was Sit Investment Associates, cutting an estimated $10.3M.

  • 37 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $43.4M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2022, down 24% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2022 was AE Wealth Management, an estimated $859K added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2022 was Sit Investment Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.