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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.05M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.64M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$291K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$244K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.21M |
| 2 |
Morgan Stanley
New York
|
-$606K |
| 3 |
FA
FSA Advisors
Troy,
Michigan
|
-$221K |
| 4 |
EM
ELCO Management
New York
|
-$189K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$85.6K |
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.