Eaton Vance Short Duration Diversified Income Fund
EVG
42 hedge funds and large institutions have $35.8M invested in Eaton Vance Short Duration Diversified Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
8% more funds holding
Funds holding: 39 → 42 (+3)
0.65% less ownership
Funds ownership: 21.07% → 20.42% (-0.65%)
12% less capital invested
Capital invested by funds: $40.5M → $35.8M (-$4.71M)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.34M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$983K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$282K |
| 4 |
EH
Equitable Holdings
New York
|
+$241K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.25M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.06M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$567K |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$441K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$192K |
EVG Hedge Fund Activity: Q3 2022 in Review
42 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2022, worth a combined $35.8M — down 12% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EVG positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.34M. The largest seller was Sit Investment Associates, cutting an estimated $2.25M.
- 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2022, up from 39 in Q2 2022.
- Funds reported $35.8M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2022, down 12% quarter-over-quarter.
- 6 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2022 and 3 closed out, a net change of +3 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $1.34M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2022 was Sit Investment Associates, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2022.