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, Q2 2021
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 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
- 38
- −1 vs. Q1 2021
- Shares held
- 9.96M
- −1.21M (−10.8%) vs. Q1 2021
- Total value
- $132.2M
- −$14.8M (−10.1%) vs. Q1 2021
- New holders
- 10
- 10 more added
- Sold out
- 11
- 10 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 41 | $55.0M |
| Q1 2026 | 44 | $53.6M |
| Q4 2025 | 43 | $52.9M |
| Q3 2025 | 44 | $53.7M |
| Q2 2025 | 42 | $51.1M |
| Q1 2025 | 42 | $49.3M |
| Q4 2024 | 45 | $48.1M |
| Q3 2024 | 44 | $46.6M |
| Q2 2024 | 43 | $44.9M |
| Q1 2024 | 47 | $44.8M |
| Q4 2023 | 45 | $43.4M |
| Q3 2023 | 45 | $41.2M |
| Q2 2023 | 47 | $37.1M |
| Q1 2023 | 45 | $38.0M |
| Q4 2022 | 46 | $36.1M |
| Q3 2022 | 42 | $35.8M |
| Q2 2022 | 39 | $40.5M |
| Q1 2022 | 37 | $43.4M |
| Q4 2021 | 36 | $57.5M |
| Q3 2021 | 35 | $62.2M |
| Q2 2021 | 38 | $132.2M |
| Q1 2021 | 39 | $147.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 7,061,024 | $93.7M | 2.32% | −109,042−1.5% | Reduced |
| Wells Fargo & Company | 786,852 | $10.4M | 0.00% | −56,524−6.7% | Reduced |
| Relative Value Partners Group, LLC | 442,149 | $5.87M | 0.46% | −930,381−67.8% | Reduced |
| Morgan Stanley | 426,647 | $5.66M | 0.00% | −12,200−2.8% | Reduced |
| Invesco Ltd. | 220,911 | $2.93M | 0.00% | +8,931+4.2% | Added |
| First Trust Advisors LP | 162,080 | $2.15M | 0.00% | +9,570+6.3% | Added |
| Bank of America Corp | 150,873 | $2.00M | 0.00% | −24,061−13.8% | Reduced |
| Icon Advisers Inc | 103,120 | $1.37M | 0.22% | +103,120 | New |
| Clough Capital Partners L P | 63,700 | $845.0K | 0.05% | +63,700 | New |
| Advisor Group Holdings, Inc. | 62,310 | $827.0K | 0.00% | −1,888−2.9% | Reduced |
| Mid Atlantic Financial Management Inc | 42,909 | $569.0K | 0.04% | +9,395+28.0% | Added |
| Barclays PLC | 41,642 | $569.0K | 0.00% | +41,642 | New |
| Fiera Capital Corp | 42,562 | $565.0K | 0.00% | +11,013+34.9% | Added |
| LPL Financial LLC | 34,483 | $458.0K | 0.00% | −1,666−4.6% | Reduced |
| Strategic Capital Advisers, Inc. | 33,900 | $450.0K | 0.37% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 28,728 | $381.0K | 0.01% | +62+0.2% | Added |
| Royal Bank of Canada | 25,628 | $340.0K | 0.00% | +9,206+56.1% | Added |
| Oppenheimer & Co Inc | 23,719 | $315.0K | 0.01% | +500+2.2% | Added |
| Commonwealth Equity Services, LLC | 22,678 | $300.0K | 0.00% | +458+2.1% | Added |
| Guggenheim Capital LLC | 22,190 | $294.0K | 0.00% | +22,190 | New |
| CSS LLC | 20,987 | $278.0K | 0.01% | −7,559−26.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,100 | $227.0K | 0.00% | +17,100 | New |
| ELCO Management Co., LLC | 17,000 | $226.0K | 0.17% | +17,000 | New |
| Kestra Advisory Services, LLC | 16,773 | $223.0K | 0.00% | +580+3.6% | Added |
| City of London Investment Management Co Ltd | 15,735 | $209.0K | 0.01% | −21,194−57.4% | Reduced |
| Pointe Capital Management LLC | 14,684 | $195.0K | 0.14% | 00.0% | Unchanged |
| Eaton Vance Management | 12,219 | $162.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,355 | $151.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,426 | $138.0K | 0.00% | +10,426 | New |
| Winning Points Advisors, LLC | 10,300 | $137.0K | 0.10% | 00.0% | Unchanged |
| Zazove Associates LLC | 4,000 | $53.0K | 0.00% | +4,000 | New |
| UBS Group AG | 3,608 | $48.0K | 0.00% | −2,848−44.1% | Reduced |
| Harbour Investments, Inc. | 3,606 | $48.0K | 0.00% | +659+22.4% | Added |
| Geneos Wealth Management Inc. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 939 | $12.0K | 0.00% | +939 | New |
| American Portfolios Advisors | 875 | $11.6K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 540 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 500 | $7.00K | 0.00% | +500 | New |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −184,887−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −95,386−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,067−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,599−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −11,720−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,498−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,027−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |