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EVG

Eaton Vance Short Duration Diversified Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4547 (+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: 11 (0)

1% less capital invested

Capital invested by funds: $37.4M → $37.1M (-$323K)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.1M +$822K +83,775 +9%
Morgan Stanley
2
Morgan Stanley
New York
$5.43M -$93K -9,479 -2%
KIG
3
Kennedy Investment Group
New Jersey
$4.22M +$1.73K +176 +0%
GC
4
Guggenheim Capital
Illinois
$2.01M -$365K -37,161 -15%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.79M -$29.8K -3,037 -2%
Invesco
6
Invesco
Georgia
$1.31M +$18.1K +1,843 +1%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.22M -$1.97K -201 -0.2%
NA
8
NewEdge Advisors
Louisiana
$790K -$785 -80 -0.1%
SFS
9
Shaker Financial Services
Virginia
$727K +$728K +74,140 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$727K
CWM
11
Cornerstone Wealth Management
Missouri
$718K +$61.3K +6,241 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$669K +$13.1K +1,334 +2%
CF
13
Centaurus Financial
California
$574K -$84.8K -8,638 -13%
AWM
14
AE Wealth Management
Kansas
$535K +$155K +15,747 +41%
DI
15
Diligent Investors
California
$519K +$32.9K +3,354 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$514K +$2.51K +256 +0.5%
LPL Financial
17
LPL Financial
California
$483K +$27.8K +2,830 +6%
Ameriprise
18
Ameriprise
Minnesota
$472K +$66.6K +6,784 +16%
EM
19
ELCO Management
New York
$451K -$2.94K -300 -0.6%
Bank of America
20
Bank of America
North Carolina
$369K -$16K -1,629 -4%
Wells Fargo
21
Wells Fargo
California
$335K -$60K -6,108 -15%
MWM
22
Melfa Wealth Management
Massachusetts
$272K +$16.5K +1,684 +6%
EH
23
Equitable Holdings
New York
$256K -$54.2K -5,520 -17%
LCM
24
Landscape Capital Management
New Jersey
$223K +$223K +22,712 New
Stifel Financial
25
Stifel Financial
Missouri
$208K +$1.59K +162 +0.8%

EVG Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 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 0.86% from $37.4M 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 0.86% 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.