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Eaton Vance Short Duration Diversified Income Fund

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.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 4548 (+3)

3.42% less ownership

Funds ownership: 35.14%31.72% (-3.4%)

8% less capital invested

Capital invested by funds: $49M → $45M (-$4.02M)

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: 10 (-1)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.3M +$25.6K +2,410 +0.2%
Ameriprise
2
Ameriprise
Minnesota
$8.51M +$3.87M +365,199 +83%
Morgan Stanley
3
Morgan Stanley
New York
$4.44M -$7.08M -667,608 -61%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.91M +$26.4K +2,493 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.9M +$1.79M +169,174 +1,538%
GC
6
Guggenheim Capital
Illinois
$1.43M -$26.1K -2,462 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.33M +$126K +11,852 +10%
Invesco
8
Invesco
Georgia
$1.27M -$203K -19,145 -14%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$779K +$796 +75 +0.1%
SFS
10
Shaker Financial Services
Virginia
$764K +$348K +32,827 +83%
CWM
11
Cornerstone Wealth Management
Missouri
$742K -$14.2K -1,336 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$653K -$106K -10,007 -14%
AWM
13
AE Wealth Management
Kansas
$607K -$827 -78 -0.1%
SPC
14
Sigma Planning Corp
Michigan
$595K +$598K +56,363 New
DI
15
Diligent Investors
California
$566K +$2.66K +251 +0.5%
NA
16
NewEdge Advisors
Louisiana
$530K -$198K -18,625 -27%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$495K +$14K +1,317 +3%
EM
18
ELCO Management
New York
$455K -$10.6K -1,000 -2%
LPL Financial
19
LPL Financial
California
$451K -$29.7K -2,800 -6%
Bank of America
20
Bank of America
North Carolina
$376K -$10.5K -991 -3%
Wells Fargo
21
Wells Fargo
California
$328K -$10.6K -1,001 -3%
EH
22
Equitable Holdings
New York
$283K +$923 +87 +0.3%
MWM
23
Melfa Wealth Management
Massachusetts
$282K -$5.54K -522 -2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$250K +$251K +23,662 New
Stifel Financial
25
Stifel Financial
Missouri
$242K +$46.8K +4,416 +24%