Who Owns Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund Stock?
NYSE: EVGFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 38.14%
- Held by insiders
- 0.00%
- Institutional holders
- 45
- Institutions 38.1%
- Insiders 0.0%
- Public and other 61.9%
Who owns Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund stock?
Institutional investors own about 38.1% of Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund's shares, spread across 45 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of EVG.
The largest institutional holders are Ameriprise Financial, Inc. (13.58%), SIT Investment Associates Inc (5.68%) and Guggenheim Capital, LLC (2.58%). Together, the top 10 institutions control 30.7% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their EVG positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EVG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Ameriprise Financial, Inc. | 1.83M | 13.58% | +9.9% |
| SIT Investment Associates Inc | 764.07K | 5.68% | +0.2% |
| Guggenheim Capital, LLC | 347.29K | 2.58% | -3.1% |
| Morgan Stanley | 328.11K | 2.44% | -7.9% |
| Invesco Ltd. | 228.76K | 1.70% | +17.9% |
| Osaic Holdings Inc. | 173.14K | 1.29% | +17.9% |
| First Trust Advisors LP | 130.01K | 0.97% | +1.5% |
| AE Wealth Management LLC | 120.53K | 0.90% | +13.2% |
| Fiera Capital Corporation | 115.56K | 0.86% | +2.8% |
| Cetera Investment Advisers | 99.27K | 0.74% | -19.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EVG
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 125.30K | 0.93% |
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | 38.45K | 0.29% |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 34.21K | 0.25% |
Frequently asked questions
Who is the largest shareholder of Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund?
Ameriprise Financial, Inc. is the largest institutional shareholder of EVG, owning 13.58% of shares outstanding (1.83M shares) as of its latest 13F filing.
What percentage of Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund is owned by institutions?
Institutions own about 38.1% of EVG shares and 38.1% of the public float.
How much of Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of EVG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.