EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

48 hedge funds and large institutions have $45M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.51M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.9M
3
SPC
3
Sigma Planning Corp
Michigan
$595K
4
SFS
4
Shaker Financial Services
Virginia
$764K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$250K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.44M
2
KIG
2
Kennedy Investment Group
New Jersey
$142K
3
CF
3
Centaurus Financial
California
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$13.3M 1,255,531 +2,410 +0.2%
Ameriprise
2
Ameriprise
Minnesota
$8.51M 805,866 +365,199 +83%
Morgan Stanley
3
Morgan Stanley
New York
$4.44M 420,288 -667,608 -61%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.91M 180,611 +2,493 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.9M 180,174 +169,174 +1,538%
GC
6
Guggenheim Capital
Illinois
$1.43M 135,522 -2,462 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.33M 126,039 +11,852 +10%
Invesco
8
Invesco
Georgia
$1.27M 119,984 -19,145 -14%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$779K 73,784 +75 +0.1%
SFS
10
Shaker Financial Services
Virginia
$764K 72,355 +32,827 +83%
CWM
11
Cornerstone Wealth Management
Missouri
$742K 70,235 -1,336 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$653K 61,816 -10,007 -14%
AWM
13
AE Wealth Management
Kansas
$607K 57,522 -78 -0.1%
SPC
14
Sigma Planning Corp
Michigan
$595K 56,363 +56,363 New
DI
15
Diligent Investors
California
$566K 53,575 +251 +0.5%
NA
16
NewEdge Advisors
Louisiana
$530K 50,175 -18,625 -27%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$495K 46,920 +1,317 +3%
EM
18
ELCO Management
New York
$455K 43,075 -1,000 -2%
LPL Financial
19
LPL Financial
California
$451K 42,718 -2,800 -6%
Bank of America
20
Bank of America
North Carolina
$376K 35,622 -991 -3%
Wells Fargo
21
Wells Fargo
California
$328K 31,080 -1,001 -3%
EH
22
Equitable Holdings
New York
$283K 26,802 +87 +0.3%
MWM
23
Melfa Wealth Management
Massachusetts
$282K 26,734 -522 -2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$250K 23,662 +23,662 New
Stifel Financial
25
Stifel Financial
Missouri
$242K 22,899 +4,416 +24%
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