Eaton Vance Short Duration Diversified Income Fund
EVG
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.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0.77% less ownership
Funds ownership: 31.72% → 30.94% (-0.77%)
10% less funds holding
Funds holding: 48 → 43 (-5)
24% less capital inflows, than outflows
Capital inflows: $2.79M | Capital outflows: $3.69M
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.77M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$263K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$133K |
| 4 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$118K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.56M |
| 2 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$595K |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$404K |
| 4 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$362K |
| 5 |
Landscape Capital Management
Englewood,
New Jersey
|
-$142K |
EVG Hedge Fund Activity: Q2 2024 in Review
43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2024, worth a combined $44.9M — down 0.22% from $45M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EVG and 2 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 15 added.
The largest buyer was Ameriprise, adding an estimated $1.77M. The largest seller was Osaic Holdings, cutting an estimated $1.56M.
- 43 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2024, down from 48 in Q1 2024.
- Funds reported $44.9M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2024, down 0.22% quarter-over-quarter.
- 2 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2024 and 6 closed out, a net change of -4 holders.
- The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2024 was Ameriprise, an estimated $1.77M added.
- The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2024.