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Eaton Vance Short Duration Diversified Income Fund

43 hedge funds and large institutions have $52.9M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0.77% more ownership

Funds ownership: 35.3%36.06% (+0.77%)

1% less capital invested

Capital invested by funds: $53.7M → $52.9M (-$795K)

2% less funds holding

Funds holding: 4443 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$16.9M +$306K +27,734 +2%
SIA
2
Sit Investment Associates
Minnesota
$8.48M -$964K -87,233 -10%
GC
3
Guggenheim Capital
Illinois
$4.13M +$535K +48,411 +15%
Morgan Stanley
4
Morgan Stanley
New York
$3.69M +$90.9K +8,225 +2%
LPL Financial
5
LPL Financial
California
$1.71M -$91.8K -8,311 -5%
Invesco
6
Invesco
Georgia
$1.68M -$50.7K -4,590 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.56M +$306K +27,687 +24%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.41M +$5.06K +458 +0.4%
AAM
9
Advisors Asset Management
Colorado
$1.31M +$188 +17 +0%
SFS
10
Shaker Financial Services
Virginia
$1.3M +$1.01M +91,046 +329%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.27M +$423K +38,336 +49%
AWM
12
AE Wealth Management
Kansas
$1.01M +$21.3K +1,926 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$897K +$45.2K +4,093 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$721K -$22K -1,989 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$588K +$67.5K +6,114 +13%
EH
16
Equitable Holdings
New York
$580K +$17.4K +1,578 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$576K -$19.7K -1,784 -3%
Wells Fargo
18
Wells Fargo
California
$536K +$57K +5,161 +12%
Bank of America
19
Bank of America
North Carolina
$482K -$50.2K -4,548 -9%
NA
20
NewEdge Advisors
Louisiana
$482K +$3.31K +300 +0.7%
DI
21
Diligent Investors
California
$427K +$2.46K +223 +0.6%
FA
22
FSA Advisors
Michigan
$398K -$51.7K -4,677 -11%
CWM
23
Cornerstone Wealth Management
Missouri
$364K -$85.8K -7,771 -19%
PRTG
24
Post Resch Tallon Group
New York
$307K -$641 -58 -0.2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$299K -$94.4K -8,545 -24%