EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$10.1M
2
SFS
2
Shaker Financial Services
Virginia
$727K
3
LCM
3
Landscape Capital Management
New Jersey
$223K
4
AA
4
AQR Arbitrage
Connecticut
$164K
5
AWM
5
AE Wealth Management
Kansas
$535K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.01M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.43M
5
CF
5
Centaurus Financial
California
$574K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.1M 1,027,060 +83,775 +9%
Morgan Stanley
2
Morgan Stanley
New York
$5.43M 553,123 -9,479 -2%
KIG
3
Kennedy Investment Group
New Jersey
$4.22M 430,163 +176 +0%
GC
4
Guggenheim Capital
Illinois
$2.01M 204,711 -37,161 -15%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.79M 182,855 -3,037 -2%
Invesco
6
Invesco
Georgia
$1.31M 133,459 +1,843 +1%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.22M 124,068 -201 -0.2%
NA
8
NewEdge Advisors
Louisiana
$790K 80,502 -80 -0.1%
SFS
9
Shaker Financial Services
Virginia
$727K 74,140 +74,140 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$727K 74,107 – –
CWM
11
Cornerstone Wealth Management
Missouri
$718K 73,141 +6,241 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$669K 68,187 +1,334 +2%
CF
13
Centaurus Financial
California
$574K 58,533 -8,638 -13%
AWM
14
AE Wealth Management
Kansas
$535K 54,515 +15,747 +41%
DI
15
Diligent Investors
California
$519K 52,954 +3,354 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$514K 52,385 +256 +0.5%
LPL Financial
17
LPL Financial
California
$483K 49,277 +2,830 +6%
Ameriprise
18
Ameriprise
Minnesota
$472K 48,106 +6,784 +16%
EM
19
ELCO Management
New York
$451K 46,000 -300 -0.6%
Bank of America
20
Bank of America
North Carolina
$369K 37,594 -1,629 -4%
Wells Fargo
21
Wells Fargo
California
$335K 34,142 -6,108 -15%
MWM
22
Melfa Wealth Management
Massachusetts
$272K 27,745 +1,684 +6%
EH
23
Equitable Holdings
New York
$256K 26,051 -5,520 -17%
LCM
24
Landscape Capital Management
New Jersey
$223K 22,712 +22,712 New
Stifel Financial
25
Stifel Financial
Missouri
$208K 21,252 +162 +0.8%
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