Eaton Vance Short Duration Diversified Income Fund
EVG
45 hedge funds and large institutions have $49M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 4 closing their positions.
19% more capital invested
Capital invested by funds: $41.2M → $49M (+$7.8M)
5.54% more ownership
Funds ownership: 29.6% → 35.14% (+5.5%)
0% more funds holding
Funds holding: 45 → 45 (0)
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
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.22M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.02M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$219K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$245K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$228K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$225K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$217K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$213K |
EVG Hedge Fund Activity: Q4 2023 in Review
45 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2023, worth a combined $49M — up 19% from $41.2M a quarter earlier.
Fund positioning in EVG was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.3M. The largest seller was Kennedy Investment Group, cutting an estimated $245K.
- 45 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $49M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2023, up 19% quarter-over-quarter.
- 4 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2023 and 4 closed out, a net change of 0 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.3M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2023 was Kennedy Investment Group, an estimated $245K sold.
Based on aggregated 13F filings for Q4 2023.