We are live on ! Find out more
EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

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.

New
Increased
Maintained
Reduced
Closed

7.27% more ownership

Funds ownership: 19.78% → 27.05% (+7.3%)

4% more capital invested

Capital invested by funds: $36.1M → $37.4M (+$1.35M)

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)

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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$264K
2
GC
Guggenheim Capital
Illinois
+$186K
3
Morgan Stanley
Morgan Stanley
New York
+$140K
4
SFS
Sowell Financial Services
Arkansas
+$136K
5
Invesco
Invesco
Georgia
+$127K

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$376K
2
SWM
SeaCrest Wealth Management
New York
-$165K
3
CF
Centaurus Financial
California
-$118K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$100K
5
IA
IFP Advisors
Florida
-$48K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.86M -$33.2K -3,163 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$5.88M +$140K +13,385 +2%
KIG
3
Kennedy Investment Group
New Jersey
$4.49M -$2.76K -263 -0.1%
GC
4
Guggenheim Capital
Illinois
$2.53M +$186K +17,742 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.94M +$20K +1,906 +1%
Invesco
6
Invesco
Georgia
$1.38M +$127K +12,097 +10%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.3M -$376K -35,853 -22%
NA
8
NewEdge Advisors
Louisiana
$800K +$8.39K +800 +1%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$774K -$15.6K -1,484 -2%
CF
10
Centaurus Financial
California
$702K -$118K -11,277 -14%
CWM
11
Cornerstone Wealth Management
Missouri
$699K +$702K +66,900 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$699K +$264K +25,121 +60%
DI
13
Diligent Investors
California
$518K -$18.9K -1,806 -4%
LPL Financial
14
LPL Financial
California
$485K -$1.45K -138 -0.3%
EM
15
ELCO Management
New York
$484K -$45.1K -4,300 -8%
Ameriprise
16
Ameriprise
Minnesota
$432K +$17.2K +1,638 +4%
Wells Fargo
17
Wells Fargo
California
$421K +$17.3K +1,646 +4%
Bank of America
18
Bank of America
North Carolina
$410K +$97.2K +9,265 +31%
AWM
19
AE Wealth Management
Kansas
$405K +$102K +9,749 +34%
EH
20
Equitable Holdings
New York
$330K +$72K +6,862 +28%
MWM
21
Melfa Wealth Management
Massachusetts
$272K -$36.5K -3,477 -12%
SPC
22
Sigma Planning Corp
Michigan
$246K +$1.45K +138 +0.6%
Stifel Financial
23
Stifel Financial
Missouri
$220K +$4.02K +383 +2%
CMS
24
Capital Market Strategies
Florida
$220K – – –
CIA
25
Capital Investment Advisors
Georgia
$207K -$9.26K -883 -4%
1
2

EVG Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 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 $37.4M — up 3.8% 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 $37.4M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2023, up 3.8% 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.