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Eaton Vance Short Duration Diversified Income Fund

39 hedge funds and large institutions have $40.5M invested in Eaton Vance Short Duration Diversified Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3739 (+2)

0.08% more ownership

Funds ownership: 20.99%21.07% (+0.08%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

7% less capital invested

Capital invested by funds: $43.4M → $40.5M (-$2.92M)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.1M -$4.57M -426,057 -24%
Morgan Stanley
2
Morgan Stanley
New York
$5.99M +$273K +25,398 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.89M +$2.89M +269,134 New
GC
4
Guggenheim Capital
Illinois
$2.07M +$693K +64,600 +50%
First Trust Advisors
5
First Trust Advisors
Illinois
$1.88M +$472 +44 +0%
Invesco
6
Invesco
Georgia
$1.85M +$462K +43,012 +33%
CCP
7
Clough Capital Partners
Massachusetts
$1.06M +$1.06M +98,700 New
CF
8
Centaurus Financial
California
$1.02M -$80.9K -7,539 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$979K +$156K +14,515 +19%
NA
10
NewEdge Advisors
Louisiana
$930K -$48.4K -4,504 -5%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$771K +$142K +13,181 +23%
LPL Financial
12
LPL Financial
California
$509K +$311 +29 +0.1%
EM
13
ELCO Management
New York
$504K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$462K +$166K +15,429 +56%
Bank of America
15
Bank of America
North Carolina
$445K -$999K -93,031 -69%
RP
16
Riverbridge Partners
Minnesota
$441K +$440K +41,028 New
Wells Fargo
17
Wells Fargo
California
$427K +$27.2K +2,535 +7%
AWM
18
AE Wealth Management
Kansas
$411K -$340K -31,646 -45%
CWM
19
Cornerstone Wealth Management
Missouri
$358K +$60.2K +5,605 +20%
DI
20
Diligent Investors
California
$344K +$344K +32,046 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$334K -$21.5K -2,006 -6%
LP
22
Lloyd Park
Illinois
$266K +$266K +24,769 New
SPC
23
Sigma Planning Corp
Michigan
$243K +$21.5K +2,006 +10%
Ameriprise
24
Ameriprise
Minnesota
$229K -$229K -21,349 -50%
CIA
25
Capital Investment Advisors
Georgia
$224K -$7.43K -692 -3%