EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

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.

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
1
Ameriprise
Minnesota
$13.9M
2
LPL Financial
2
LPL Financial
California
$2.18M
3
AAM
3
Advisors Asset Management
Colorado
$1.33M
4
TKP
4
Tallon Kerry Patrick
$244K
5
PRTG
5
Post Resch Tallon Group
New York
$244K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.86M
3
FA
3
FSA Advisors
Michigan
$0
4
EM
4
ELCO Management
New York
$292K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$13.9M 1,268,461 +183,918 +17%
SIA
2
Sit Investment Associates
Minnesota
$10.5M 958,779 -108,515 -10%
Morgan Stanley
3
Morgan Stanley
New York
$3.86M 353,115 -54,305 -13%
LPL Financial
4
LPL Financial
California
$2.18M 199,815 +147,124 +279%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.93M 177,000 -7,666 -4%
Invesco
6
Invesco
Georgia
$1.56M 143,282 +2,847 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.43M 131,249 +319 +0.2%
AAM
8
Advisors Asset Management
Colorado
$1.33M 121,461 +26,084 +27%
AWM
9
AE Wealth Management
Kansas
$904K 82,804 +21,876 +36%
GC
10
Guggenheim Capital
Illinois
$870K 79,689 +1,312 +2%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$738K 67,541 -2,722 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$655K 60,019 +879 +1%
CWM
13
Cornerstone Wealth Management
Missouri
$634K 58,066 -6,355 -10%
Bank of America
14
Bank of America
North Carolina
$630K 57,710 +756 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$614K 56,190 -3,233 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$589K 53,940 +676 +1%
Wells Fargo
17
Wells Fargo
California
$576K 52,719 +9,116 +21%
Osaic Holdings
18
Osaic Holdings
Arizona
$524K 47,940 +16,730 +54%
DI
19
Diligent Investors
California
$515K 47,156 +196 +0.4%
SFS
20
Shaker Financial Services
Virginia
$407K 37,291 -2,182 -6%
NA
21
NewEdge Advisors
Louisiana
$392K 35,900 -2,800 -7%
EH
22
Equitable Holdings
New York
$332K 30,381 +1,908 +7%
EM
23
ELCO Management
New York
$292K 26,775 -16,900 -39%
MWM
24
Melfa Wealth Management
Massachusetts
$283K 25,953 -98 -0.4%
TKP
25
Tallon Kerry Patrick
$244K 22,181 +22,181 New
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