Eaton Vance Short Duration Diversified Income Fund
EVG
45 hedge funds and large institutions have $38M 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.
7.27% more ownership
Funds ownership: 19.78% → 27.05% (+7.3%)
5% more capital invested
Capital invested by funds: $36.1M → $38M (+$1.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
2% less funds holding
Funds holding: 46 → 45 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$264K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$186K |
| 3 |
Morgan Stanley
New York
|
+$140K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$136K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$376K |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$165K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$118K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$100K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$48K |
EVG Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2023, worth a combined $38M — up 5.3% from $36.1M a quarter earlier.
Fund positioning in EVG was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $264K. The largest seller was First Trust Advisors, cutting an estimated $376K.
- 45 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2023, down from 46 in Q4 2022.
- Funds reported $38M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2023, up 5.3% quarter-over-quarter.
- 4 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2023 was Royal Bank of Canada, an estimated $264K added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2023 was First Trust Advisors, an estimated $376K sold.
Based on aggregated 13F filings for Q1 2023.