EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

44 hedge funds and large institutions have $46.6M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$12.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.07M
3
Invesco
3
Invesco
Georgia
$1.57M
4
LPL Financial
4
LPL Financial
California
$589K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$661K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$11.9M
2
GC
2
Guggenheim Capital
Illinois
$876K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.55M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$12.1M 1,084,543 +112,671 +12%
SIA
2
Sit Investment Associates
Minnesota
$11.9M 1,067,294 -154,376 -13%
Morgan Stanley
3
Morgan Stanley
New York
$4.55M 407,420 -15,684 -4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.07M 184,666 -5,239 -3%
Invesco
5
Invesco
Georgia
$1.57M 140,435 +11,612 +9%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.46M 130,930 +2,342 +2%
AAM
7
Advisors Asset Management
Colorado
$1.07M 95,377 +95,377 New
GC
8
Guggenheim Capital
Illinois
$876K 78,377 -50,968 -39%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$786K 70,263 -3,521 -5%
CWM
10
Cornerstone Wealth Management
Missouri
$720K 64,421 -5,657 -8%
AWM
11
AE Wealth Management
Kansas
$681K 60,928 +1,418 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$664K 59,423 -921 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$661K 59,140 +10,916 +23%
Bank of America
14
Bank of America
North Carolina
$637K 56,954 +8,845 +18%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$595K 53,264 +3,045 +6%
LPL Financial
16
LPL Financial
California
$589K 52,691 +11,279 +27%
DI
17
Diligent Investors
California
$525K 46,960 +191 +0.4%
EM
18
ELCO Management
New York
$488K 43,675 +1,600 +4%
Wells Fargo
19
Wells Fargo
California
$487K 43,603 +7,564 +21%
SFS
20
Shaker Financial Services
Virginia
$441K 39,473 +4,951 +14%
NA
21
NewEdge Advisors
Louisiana
$433K 38,700 -4,981 -11%
Osaic Holdings
22
Osaic Holdings
Arizona
$349K 31,210 -3,203 -9%
EH
23
Equitable Holdings
New York
$318K 28,473 -1,598 -5%
MWM
24
Melfa Wealth Management
Massachusetts
$291K 26,051 -227 -0.9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$262K 23,425 +2,185 +10%
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