EVG

Eaton Vance Short Duration Diversified Income Fund

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.

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$13M 1,253,121 +100,684 +9%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M 1,087,896 +523,127 +93%
Ameriprise
3
Ameriprise
Minnesota
$4.58M 440,667 +219,613 +99%
KIG
4
Kennedy Investment Group
New Jersey
$4.14M 398,871 -24,228 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.85M 178,118 -8,926 -5%
Invesco
6
Invesco
Georgia
$1.44M 139,129 -5,596 -4%
GC
7
Guggenheim Capital
Illinois
$1.43M 137,984 -22,534 -14%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.19M 114,187 -5,679 -5%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$765K 73,709
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$746K 71,823 -103 -0.1%
CWM
11
Cornerstone Wealth Management
Missouri
$743K 71,571 -2,353 -3%
NA
12
NewEdge Advisors
Louisiana
$718K 68,800 +12,100 +21%
AWM
13
AE Wealth Management
Kansas
$606K 57,600 +3,097 +6%
DI
14
Diligent Investors
California
$554K 53,324 +185 +0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$473K 45,603 -5,293 -10%
LPL Financial
16
LPL Financial
California
$472K 45,518 -1,982 -4%
EM
17
ELCO Management
New York
$457K 44,075 -1,600 -4%
SFS
18
Shaker Financial Services
Virginia
$410K 39,528 +8,595 +28%
Bank of America
19
Bank of America
North Carolina
$380K 36,613 -1,197 -3%
Wells Fargo
20
Wells Fargo
California
$333K 32,081 -22,230 -41%
CF
21
Centaurus Financial
California
$291K 28,010 -21,073 -43%
MWM
22
Melfa Wealth Management
Massachusetts
$283K 27,256 -641 -2%
EH
23
Equitable Holdings
New York
$277K 26,715 +2,772 +12%
LCM
24
Landscape Capital Management
New Jersey
$225K 21,652 +21,652 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$205K 19,753