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EVG

Eaton Vance Short Duration Diversified Income Fund

46 hedge funds and large institutions have $36.1M invested in Eaton Vance Short Duration Diversified Income Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

10% more funds holding

Funds holding: 4246 (+4)

1% more capital invested

Capital invested by funds: $35.8M → $36.1M (+$257K)

0.64% less ownership

Funds ownership: 20.42%19.78% (-0.64%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.64M -$1.73M -162,233 -15%
Morgan Stanley
2
Morgan Stanley
New York
$5.6M +$4.93K +463 +0.1%
KIG
3
Kennedy Investment Group
New Jersey
$4.38M +$4.58M +430,250 New
GC
4
Guggenheim Capital
Illinois
$2.28M +$190K +17,822 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.88M +$32.7K +3,070 +2%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.63M -$48.4K -4,542 -3%
Invesco
7
Invesco
Georgia
$1.22M -$7.52K -706 -0.6%
NA
8
NewEdge Advisors
Louisiana
$813K -$40.4K -3,793 -5%
CF
9
Centaurus Financial
California
$799K -$112K -10,545 -12%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$770K +$43.4K +4,078 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$628K +$120K +11,264 +22%
DI
12
Diligent Investors
California
$524K +$5.96K +560 +1%
EM
13
ELCO Management
New York
$516K +$39.4K +3,700 +8%
LPL Financial
14
LPL Financial
California
$475K +$288 +27 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$425K +$16K +1,506 +4%
Ameriprise
16
Ameriprise
Minnesota
$404K +$126K +11,875 +43%
Wells Fargo
17
Wells Fargo
California
$393K -$6.96K -654 -2%
Bank of America
18
Bank of America
North Carolina
$305K -$34.8K -3,270 -10%
MWM
19
Melfa Wealth Management
Massachusetts
$301K +$315K +29,538 New
AWM
20
AE Wealth Management
Kansas
$296K -$50K -4,692 -14%
EH
21
Equitable Holdings
New York
$252K +$28.9K +2,715 +12%
SPC
22
Sigma Planning Corp
Michigan
$238K -$32K -3,004 -11%
CMS
23
Capital Market Strategies
Florida
$214K +$3.19K +300 +1%
Stifel Financial
24
Stifel Financial
Missouri
$211K +$4.45K +418 +2%
CIA
25
Capital Investment Advisors
Georgia
$211K +$788 +74 +0.4%

EVG Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2022, worth a combined $36.1M — up 0.72% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVG positions and 1 closed out — a net gain of 9 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $190K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.04M.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $36.1M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2022, up 0.72% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2022 was Guggenheim Capital, an estimated $190K added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.