Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Short Duration D (EVG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — EVG

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

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 — 50% buying

21 buying21 selling
Last quarter: 21 funds bought or added vs 21 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 — ~5 new funds per quarter

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

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
31 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.
💎

Buying through price weakness — shares +3%, value -17%

Value
-16%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

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

Veteran-anchored — 77% veterans vs 14% newcomers

■ 77% veterans ■ 9% 1-2yr ■ 14% new
Entry-cohort mix of 43 holders: 33 (77%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
11 of 43 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Institutional Sentiment Summary — EVG

In 2026 Q1, 21 hedge funds were net buyers of EVG (5 opened a new position, 16 added to an existing one), while 21 reduced or exited (16 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 64% of total institutional value in EVG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 43.

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

-- --

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

Is It Too Late to Buy Eaton Vance Short Duration D (EVG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVG has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 64d ago
EVG
-0.6%
XLF
+6.7%

EVG outperformed XLF by -7.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 19d ago
EVG
+0.0%
XLF
-1.7%

Since the filing became public, EVG outperformed XLF by +1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: EVG
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 43 -4.65%
13F Shares 5M 5M 2.22%
Total Value $46M $44M 4.34%
New Positions 2 5 -3
Increased Positions 19 16 +3
Closed Positions 4 5 -1
Reduced Positions 17 16 +1
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
Top 25 EVG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Post Resch Tallon Group Inc. 0.26% 34,607 $373K
2 Shaker Financial Services, LLC 0.22% 63,944 $689K
3 Melfa Wealth Management, INC. 0.15% 25,542 $275K
4 FSA Advisors, Inc. 0.12% 24,746 $267K
5 Van Diest Capital, LLC 0.12% 12,052 $130K
6 Diligent Investors, LLC 0.09% 35,597 $384K
7 Resurgent Financial Advisors LLC 0.04% 13,520 $146K
8 Guggenheim Capital LLC 0.02% 347,294 $3.7M
9 Advisors Asset Management, Inc. 0.01% 81,816 $882K
10 Cornerstone Wealth Management, LLC 0.01% 25,714 $277K
11 Barrett & Company, INC. 0.01% 3,000 $32K
12 AE Wealth Management LLC 0.01% 120,530 $1.3M
13 Sowell Financial Services LLC 0.01% 14,463 $156K
14 Fiera Capital Corp 0.00% 115,563 $1.2M
15 Equitable Holdings, Inc. 0.00% 64,145 $691K
16 Ameriprise Financial Inc 0.00% 1,827,591 $19.8M
17 Dynamic Advisor Solutions LLC 0.00% 10,081 $109K
18 Osaic Holdings, INC. 0.00% 173,144 $1.9M
19 CoreCap Advisors, LLC 0.00% 5,000 $54K
20 Calamos Advisors LLC 0.00% 33,463 $361K
21 Cetera Investment Advisers 0.00% 99,269 $1.1M
22 NewEdge Advisors, LLC 0.00% 29,900 $322K
23 First Trust Advisors LP 0.00% 130,014 $1.4M
24 Harbour Investments, INC. 0.00% 4,752 $51K
25 Commonwealth Equity Services, LLC 0.00% 36,474 $393K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EVG?

Slight buying edge — 50% buying: Last quarter: 21 funds bought or added vs 21 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 — 64% AUM from top-100 funds: 11 of 43 holders are among the 100 largest funds by AUM, controlling 64% 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?

72% of holders stayed for 2+ years: 31 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.

Is it too late to buy Eaton Vance Short Duration D (EVG) following the 2026 Q2 hedge fund 13F filings?

As of today, EVG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.7% for the XLF sector ETF — an outperformance of +1.7%. Since the quarter end (June 30, 2026), EVG has gained -0.6% vs +6.7% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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