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Eaton Vance Short Duration Diversified Income Fund

EVG
Exchange
NYSE
SEC CIK
0001287498

No open-market purchases or sales by Eaton Vance Short Duration Diversified Income Fund insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $55.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
39
No complete 13F data for Q4 2020
Shares held
11.2M
No complete 13F data for Q4 2020
Total value
$147.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EVG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 39 institutions
Q1 2021: 39 institutionsQ2 2021: 38 institutionsQ3 2021: 35 institutionsQ4 2021: 36 institutionsQ1 2022: 37 institutionsQ2 2022: 39 institutionsQ3 2022: 42 institutionsQ4 2022: 46 institutionsQ1 2023: 45 institutionsQ2 2023: 47 institutionsQ3 2023: 45 institutionsQ4 2023: 45 institutionsQ1 2024: 47 institutionsQ2 2024: 43 institutionsQ3 2024: 44 institutionsQ4 2024: 45 institutionsQ1 2025: 42 institutionsQ2 2025: 42 institutionsQ3 2025: 44 institutionsQ4 2025: 43 institutionsQ1 2026: 44 institutionsQ2 2026: 41 institutions
Value heldQ1 2021: $147.0M
Q1 2021: $147.0MQ2 2021: $132.2MQ3 2021: $62.2MQ4 2021: $57.5MQ1 2022: $43.4MQ2 2022: $40.5MQ3 2022: $35.8MQ4 2022: $36.1MQ1 2023: $38.0MQ2 2023: $37.1MQ3 2023: $41.2MQ4 2023: $43.4MQ1 2024: $44.8MQ2 2024: $44.9MQ3 2024: $46.6MQ4 2024: $48.1MQ1 2025: $49.3MQ2 2025: $51.1MQ3 2025: $53.7MQ4 2025: $52.9MQ1 2026: $53.6MQ2 2026: $55.0M
Institutions holding EVG and their total value by quarter
QuarterHoldersValue
Q2 202641$55.0M
Q1 202644$53.6M
Q4 202543$52.9M
Q3 202544$53.7M
Q2 202542$51.1M
Q1 202542$49.3M
Q4 202445$48.1M
Q3 202444$46.6M
Q2 202443$44.9M
Q1 202447$44.8M
Q4 202345$43.4M
Q3 202345$41.2M
Q2 202347$37.1M
Q1 202345$38.0M
Q4 202246$36.1M
Q3 202242$35.8M
Q2 202239$40.5M
Q1 202237$43.4M
Q4 202136$57.5M
Q3 202135$62.2M
Q2 202138$132.2M
Q1 202139$147.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc7,170,066$94.4M2.47%––
Relative Value Partners Group, LLC1,372,530$18.1M1.54%––
Wells Fargo & Company843,376$11.1M0.00%––
Morgan Stanley438,847$5.78M0.00%––
Invesco Ltd.211,980$2.79M0.00%––
Boothbay Fund Management, LLC184,887$2.43M0.13%––
Bank of America Corp174,934$2.30M0.00%––
First Trust Advisors LP152,510$2.01M0.00%––
Thomas J. Herzfeld Advisors, Inc.95,386$1.25M0.57%––
Advisor Group Holdings, Inc.64,198$846.0K0.00%––
City of London Investment Management Co Ltd36,929$489.0K0.03%––
LPL Financial LLC36,149$476.0K0.00%––
Strategic Capital Advisers, Inc.33,900$446.0K0.39%––
Mid Atlantic Financial Management Inc33,514$441.0K0.03%––
Fiera Capital Corp31,549$415.0K0.00%––
Capital Investment Advisors, LLC28,666$377.0K0.01%––
CSS LLC28,546$376.0K0.02%––
Oppenheimer & Co Inc23,219$306.0K0.01%––
Commonwealth Equity Services, LLC22,220$292.0K0.00%––
Envestnet Asset Management Inc22,067$290.0K0.00%––
Stifel Financial Corp16,599$218.0K0.00%––
Royal Bank of Canada16,422$216.0K0.00%––
Kestra Advisory Services, LLC16,193$213.0K0.00%––
Pointe Capital Management LLC14,684$193.0K0.14%––
Eaton Vance Management12,219$161.0K0.00%––
Shepherd Kaplan Krochuk, LLC11,720$154.0K0.06%––
Qube Research & Technologies Ltd11,498$151.0K0.00%––
Apollon Wealth Management, LLC11,355$149.0K0.03%––
Sowell Financial Services LLC11,027$147.0K0.01%––
Winning Points Advisors, LLC10,300$136.0K0.10%––
Wealth Advisory Solutions, LLC10,300$136.0K0.10%––
National Asset Management, Inc.10,287$129.0K0.00%––
UBS Group AG6,456$85.0K0.00%––
Harbour Investments, Inc.2,947$39.0K0.00%––
Geneos Wealth Management Inc.1,250$16.0K0.00%––
American Portfolios Advisors875$11.5K0.00%––
NEXT Financial Group, Inc540$7.00K0.00%––
Rockefeller Capital Management L.P.211$2.00K0.00%––
International Assets Investment Management, LLC200$2.00K0.00%––