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Eaton Vance Short Duration Diversified Income Fund hedge fund holdings

EVGNYSE
$10.04+0.11 (+1.11%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EVG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-9.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251812$5.78M$3.53M42Aug 14, 2025
Q3 20251410$5.01M$4.13M44Nov 14, 2025
Q4 20251114$3.26M$2.13M42Feb 14, 2026
Q1 20261313$3.37M$2.2M43May 15, 2026
Q2 20261414$4.52M$2.7M40Aug 14, 2026

Quarterly action breakdown

Q2 2026
40 filers
New position
2
$239K+22.1K sh
Increased
12
$4.28M+397K sh
Reduced
11
-$2.26M-210K sh
Out / sold
3
-$445K-41.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCReduce 48.56%-$651K$689K0.22%Jul 15, 2026
Arete Wealth Advisors, LLCSell 100%-$345K$00.00%Aug 13, 2026
Calamos Advisors LLCReduce 32.17%-$171K$361K0.00%Jul 31, 2026
Van Diest Capital, LLCNew Buy+$130K$130K0.12%Aug 4, 2026
Guggenheim Capital LLCReduce 3.10%-$120K$3.74M0.02%Aug 12, 2026
Post Resch Tallon Group Inc.Added 25.01%+$74.6K$373K0.26%Jul 7, 2026
Cornerstone Wealth Management, LLCReduce 15.17%-$49.6K$277K0.01%Jul 22, 2026
FSA Advisors, Inc.Reduce 15.19%-$47.8K$267K0.12%Aug 17, 2026
Diligent Investors, LLCReduce 9.41%-$39.9K$384K0.09%Jul 24, 2026
Fiera Capital CorpAdded 2.80%+$34K$1.25M0.00%Aug 7, 2026
First Trust Advisors LPAdded 1.51%+$20.9K$1.4M0.00%Aug 11, 2026
Sit Investment Associates IncAdded 0.22%+$18.4K$8.24M0.16%Aug 12, 2026
Resurgent Financial Advisors LLCAdded 11.28%+$14.8K$146K0.04%Aug 14, 2026
Baird Financial Group, Inc.Added 9.39%+$10.8K$126K0.00%Aug 12, 2026
Melfa Wealth Management, Inc.Reduce 0.40%-$1.11K$275K0.15%Jul 24, 2026

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