Eaton Vance Short Duration Diversified Income Fund
EVG
47 hedge funds and large institutions have $37.1M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
4% more funds holding
Funds holding: 45 → 47 (+2)
1.07% more ownership
Funds ownership: 27.05% → 28.13% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $38M → $37.1M (-$866K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$822K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$728K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$223K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$164K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$365K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$135K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$110K |
| 4 |
Morgan Stanley
New York
|
-$93K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$84.8K |
EVG Hedge Fund Activity: Q2 2023 in Review
47 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2023, worth a combined $37.1M — down 2.3% from $38M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EVG positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $822K. The largest seller was Guggenheim Capital, cutting an estimated $365K.
- 47 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2023, up from 45 in Q1 2023.
- Funds reported $37.1M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2023, down 2.3% quarter-over-quarter.
- 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2023 was Sit Investment Associates, an estimated $822K added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $365K sold.
Based on aggregated 13F filings for Q2 2023.