Eaton Vance Short Duration Diversified Income Fund
EVG
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more funds holding
Funds holding: 45 → 48 (+3)
4% more capital invested
Capital invested by funds: $43.4M → $45M (+$1.63M)
0.63% more ownership
Funds ownership: 31.09% → 31.72% (+0.63%)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.87M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.79M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$598K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$348K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$4.09M |
| 2 |
Morgan Stanley
New York
|
-$1.31M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$291K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$205K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$203K |
EVG Hedge Fund Activity: Q1 2024 in Review
48 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2024, worth a combined $45M — up 3.7% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVG positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.87M. The largest seller was Kennedy Investment Group, cutting an estimated $4.09M.
- 48 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2024, up from 45 in Q4 2023.
- Funds reported $45M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2024, up 3.7% quarter-over-quarter.
- 7 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2024 and 4 closed out, a net change of +3 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2024 was Ameriprise, an estimated $3.87M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2024 was Kennedy Investment Group, an estimated $4.09M sold.
Based on aggregated 13F filings for Q1 2024.