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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

46 hedge funds and large institutions have $48.3M invested in Eaton Vance Short Duration Diversified Income Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 44 → 46 (+2)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

4% more capital invested

Capital invested by funds: $46.6M → $48.3M (+$1.71M)

0.6% less ownership

Funds ownership: 33.53% → 32.93% (-0.6%)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.05M
2
LPL Financial
LPL Financial
California
+$1.64M
3
AAM
Advisors Asset Management
Colorado
+$291K
4
AWM
AE Wealth Management
Kansas
+$244K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.21M
2
Morgan Stanley
Morgan Stanley
New York
-$606K
3
FA
FSA Advisors
Michigan
-$221K
4
EM
ELCO Management
New York
-$189K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$85.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$13.9M +$2.05M +183,918 +17%
SIA
2
Sit Investment Associates
Minnesota
$10.5M -$1.21M -108,515 -10%
Morgan Stanley
3
Morgan Stanley
New York
$3.86M -$606K -54,305 -13%
LPL Financial
4
LPL Financial
California
$2.18M +$1.64M +147,124 +279%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.93M -$85.6K -7,666 -4%
Invesco
6
Invesco
Georgia
$1.56M +$31.8K +2,847 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.43M +$3.56K +319 +0.2%
AAM
8
Advisors Asset Management
Colorado
$1.33M +$291K +26,084 +27%
AWM
9
AE Wealth Management
Kansas
$904K +$244K +21,876 +36%
GC
10
Guggenheim Capital
Illinois
$870K +$14.6K +1,312 +2%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$738K -$30.4K -2,722 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$655K +$9.81K +879 +1%
CWM
13
Cornerstone Wealth Management
Missouri
$634K -$70.9K -6,355 -10%
Bank of America
14
Bank of America
North Carolina
$630K +$8.44K +756 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$614K -$36.1K -3,233 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$589K +$7.54K +676 +1%
Wells Fargo
17
Wells Fargo
California
$576K +$102K +9,116 +21%
Osaic Holdings
18
Osaic Holdings
Arizona
$524K +$187K +16,730 +54%
DI
19
Diligent Investors
California
$515K +$2.19K +196 +0.4%
SFS
20
Shaker Financial Services
Virginia
$407K -$24.4K -2,182 -6%
NA
21
NewEdge Advisors
Louisiana
$392K -$31.2K -2,800 -7%
EH
22
Equitable Holdings
New York
$332K +$21.3K +1,908 +7%
EM
23
ELCO Management
New York
$292K -$189K -16,900 -39%
MWM
24
Melfa Wealth Management
Massachusetts
$283K -$1.09K -98 -0.4%
PRTG
25
Post Resch Tallon Group
New York
$244K +$248K +22,181 New
1
2

EVG Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q4 2024, worth a combined $48.3M — up 3.7% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVG positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.05M. The largest seller was Sit Investment Associates, cutting an estimated $1.21M.

  • 46 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $48.3M of Eaton Vance Short Duration Diversified Income Fund stock for Q4 2024, up 3.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q4 2024 was Ameriprise, an estimated $2.05M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q4 2024 was Sit Investment Associates, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2024.