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EVG

Eaton Vance Short Duration Diversified Income Fund

44 hedge funds and large institutions have $53.7M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $51.1M → $53.7M (+$2.62M)

5% more funds holding

Funds holding: 4244 (+2)

0.82% more ownership

Funds ownership: 34.48%35.3% (+0.82%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$17.2M +$559K +49,841 +3%
SIA
2
Sit Investment Associates
Minnesota
$9.78M -$1.84M -163,526 -16%
GC
3
Guggenheim Capital
Illinois
$3.73M +$1.94M +173,143 +110%
Morgan Stanley
4
Morgan Stanley
New York
$3.73M +$97.4K +8,679 +3%
LPL Financial
5
LPL Financial
California
$1.87M +$976K +86,960 +111%
Invesco
6
Invesco
Georgia
$1.79M +$34K +3,029 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.46M +$44.8K +3,988 +3%
AAM
8
Advisors Asset Management
Colorado
$1.36M -$15.7K -1,403 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.3M +$174K +15,540 +16%
AWM
10
AE Wealth Management
Kansas
$1.02M +$2.76K +246 +0.3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$884K +$108K +9,664 +14%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$883K +$117K +10,453 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$770K +$5.24K +467 +0.7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$617K +$3.94K +351 +0.6%
EH
15
Equitable Holdings
New York
$583K +$189K +16,838 +49%
Bank of America
16
Bank of America
North Carolina
$551K -$3.06K -273 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$541K -$32K -2,849 -6%
Wells Fargo
18
Wells Fargo
California
$497K -$42.5K -3,786 -8%
NA
19
NewEdge Advisors
Louisiana
$496K -$13.5K -1,200 -3%
FA
20
FSA Advisors
Michigan
$465K -$22.4K -1,997 -5%
CWM
21
Cornerstone Wealth Management
Missouri
$465K -$98.3K -8,763 -18%
DI
22
Diligent Investors
California
$440K +$2.39K +213 +0.6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$407K +$119K +10,640 +42%
Stifel Financial
24
Stifel Financial
Missouri
$362K +$177K +15,770 +97%
PRTG
25
Post Resch Tallon Group
New York
$319K +$1.53K +136 +0.5%

EVG Hedge Fund Activity: Q3 2025 in Review

44 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q3 2025, worth a combined $53.7M — up 5.1% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVG positions and 1 closed out — a net gain of 4 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.94M. The largest seller was Sit Investment Associates, cutting an estimated $1.84M.

  • 44 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $53.7M of Eaton Vance Short Duration Diversified Income Fund stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q3 2025 and 1 closed out, a net change of +4 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q3 2025 was Guggenheim Capital, an estimated $1.94M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q3 2025 was Sit Investment Associates, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2025.