Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE SHORT DURATION D (EVG)

43 + Investors. Track Smart Money conviction in EVG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — EVG

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EVG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
43 funds currently hold this stock — 93% of the 3.0-year high of 46 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EVG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

21 buying18 selling
Last quarter: 21 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 16% medium 14% new
30 out of 43 hedge funds have held EVG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

4 → 4 → 3 → 5 → 4 new funds/Q
New funds entering each quarter: 4 → 3 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 77% of holders stayed 2+ years

77% veterans 9% 1-2yr 14% new
Of 43 current holders: 33 (77%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
9 of 43 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in EVG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EVG

How many hedge funds hold EVG — quarterly history vs. share price
Quarterly hedge fund ownership of EVG vs. share price

Market Analysis: EVG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: EVG
2026 Q1 Stats Unlock in 10 days 43 + Investors

Track Smart Money conviction in EVG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 44 -2.27%
13F Shares 5M 5M 2.17%
Total Value $53M $54M -1.48%
New Positions 4 5 -1
Increased Positions 17 20 -3
Closed Positions 5 2 +3
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVG

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVG. Verified SEC 13F-HR filings.

Top 15 institutional holders of EVG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Post Resch Tallon Group Inc. 0.24% 27,683 $295K
2 FSA Advisors, Inc. 0.21% 29,177 $312K
3 MELFA WEALTH MANAGEMENT, INC. 0.16% 25,645 $274K
4 Diligent Investors, LLC 0.10% 39,294 $420K
5 Cornerstone Wealth Management, LLC 0.02% 30,311 $324K
6 BARRETT & COMPANY, INC. 0.01% 3,000 $32K
7 Sowell Financial Services LLC 0.01% 14,170 $151K
8 WEDBUSH SECURITIES INC 0.00% 11,715
9 Calamos Advisors LLC 0.00% 49,337 $527K
10 Cambridge Investment Research Advisors, Inc. 0.00% 61,697
11 CoreCap Advisors, LLC 0.00% 3,600 $38K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 38,566 $412K
13 LPL Financial LLC 0.00% 87,622 $937K
14 ENVESTNET ASSET MANAGEMENT INC 0.00% 27,889 $298K
15 UBS Group AG 0.00% 2,487 $27K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EATON VANCE SHORT DURATION D (EVG)

What does the Smart Money Trend signal show for EVG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EVG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EVG?

Slight buying edge — 54% buying: Last quarter: 21 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVG holders?

Elite ownership — 49% AUM from top-100 funds: 9 of 43 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in EVG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVG?

70% of holders stayed for 2+ years: 30 out of 43 hedge funds have held EVG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.