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Eaton Vance Short Duration Diversified Income Fund

43 hedge funds and large institutions have $44.9M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% less capital invested

Capital invested by funds: $45M → $44.9M (-$97.6K)

0.77% less ownership

Funds ownership: 31.72%30.94% (-0.77%)

10% less funds holding

Funds holding: 4843 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.2M -$362K -33,861 -3%
Ameriprise
2
Ameriprise
Minnesota
$10.5M +$1.77M +166,006 +21%
Morgan Stanley
3
Morgan Stanley
New York
$4.57M +$30.1K +2,816 +0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.05M +$104K +9,731 +5%
GC
5
Guggenheim Capital
Illinois
$1.4M -$66K -6,177 -5%
Invesco
6
Invesco
Georgia
$1.39M +$94.5K +8,839 +7%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.39M +$27.2K +2,549 +2%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$797K
CWM
9
Cornerstone Wealth Management
Missouri
$757K -$1.68K -157 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$652K -$15.7K -1,472 -2%
AWM
11
AE Wealth Management
Kansas
$643K +$21.3K +1,988 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$542K +$35.3K +3,299 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$521K +$263K +24,562 +104%
Bank of America
14
Bank of America
North Carolina
$520K +$133K +12,487 +35%
DI
15
Diligent Investors
California
$505K -$72.8K -6,806 -13%
NA
16
NewEdge Advisors
Louisiana
$472K -$69.4K -6,494 -13%
EM
17
ELCO Management
New York
$454K -$10.7K -1,000 -2%
LPL Financial
18
LPL Financial
California
$447K -$14K -1,306 -3%
Wells Fargo
19
Wells Fargo
California
$389K +$53K +4,959 +16%
SFS
20
Shaker Financial Services
Virginia
$373K -$404K -37,833 -52%
Osaic Holdings
21
Osaic Holdings
Arizona
$372K -$1.56M -146,198 -81%
EH
22
Equitable Holdings
New York
$325K +$34.9K +3,269 +12%
MWM
23
Melfa Wealth Management
Massachusetts
$284K -$4.88K -456 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$229K +$45.6K +4,264 +25%
Stifel Financial
25
Stifel Financial
Missouri
$216K -$30.6K -2,858 -12%