EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

45 hedge funds and large institutions have $37.4M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$699K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$699K
3
GC
3
Guggenheim Capital
Illinois
$2.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.88M
5
SFS
5
Sowell Financial Services
Arkansas
$135K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.3M
2
SWM
2
SeaCrest Wealth Management
New York
$0
3
CF
3
Centaurus Financial
California
$702K
4
IA
4
IFP Advisors
Florida
$0
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9.86M 943,285 -3,163 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$5.88M 562,602 +13,385 +2%
KIG
3
Kennedy Investment Group
New Jersey
$4.49M 429,987 -263 -0.1%
GC
4
Guggenheim Capital
Illinois
$2.53M 241,872 +17,742 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.94M 185,892 +1,906 +1%
Invesco
6
Invesco
Georgia
$1.38M 131,616 +12,097 +10%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.3M 124,269 -35,853 -22%
NA
8
NewEdge Advisors
Louisiana
$800K 80,582 +800 +1%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$774K 74,107 -1,484 -2%
CF
10
Centaurus Financial
California
$702K 67,171 -11,277 -14%
CWM
11
Cornerstone Wealth Management
Missouri
$699K 66,900 +66,900 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$699K 66,853 +25,121 +60%
DI
13
Diligent Investors
California
$518K 49,600 -1,806 -4%
LPL Financial
14
LPL Financial
California
$485K 46,447 -138 -0.3%
EM
15
ELCO Management
New York
$484K 46,300 -4,300 -8%
Ameriprise
16
Ameriprise
Minnesota
$432K 41,322 +1,638 +4%
Wells Fargo
17
Wells Fargo
California
$421K 40,250 +1,646 +4%
Bank of America
18
Bank of America
North Carolina
$410K 39,223 +9,265 +31%
AWM
19
AE Wealth Management
Kansas
$405K 38,768 +9,749 +34%
EH
20
Equitable Holdings
New York
$330K 31,571 +6,862 +28%
MWM
21
Melfa Wealth Management
Massachusetts
$272K 26,061 -3,477 -12%
SPC
22
Sigma Planning Corp
Michigan
$246K 23,542 +138 +0.6%
Stifel Financial
23
Stifel Financial
Missouri
$220K 21,090 +383 +2%
CMS
24
Capital Market Strategies
Florida
$220K 21,014 – –
CIA
25
Capital Investment Advisors
Georgia
$207K 19,809 -883 -4%
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