SecBot SecBot
SC 13G/A ·Filed Oct 1, 2026

EVG

Eaton Vance Short Duration Diversified Income Fund
NEUTRAL
Impact 4/10
Horizonmonths Processed26d 7h ago SEC0000769317-26-000020
Passive stake amendment
Actionable Insight • Neutral

The reversion from 13D to 13G removes any near-term activist or control-change catalyst for EVG. Monitor for any future 13D re-filing if the investor's intent shifts again.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d
EVG ▲ +3.22% at T+5d
NEUTRAL call +3.22% · α vs SPY +1.92% · entry $9.93 → $10.25
Next anchor: T+20d tomorrow
Latest observation: T+16 +7.03% FF3 residual α
Entry = T+0 close
Oct 1, 2026
via day close
T+1d
+1.11%
call +1.11% · α +0.37%
$10.04
settled 25d ago
T+5d
+3.22%
call +3.22% · α +1.92%
$10.25
settled 19d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 2mo

Price Chart

Loading chart...

Executive Summary

SIT Investment Associates Inc. filed a Schedule 13G/A, transitioning back from a Schedule 13D to a passive 13G filing, reporting a 5.8% stake (784,238 shares) in Eaton Vance Short Duration Diversified Income Fund as of September 29, 2026. The filing indicates the investor no longer holds the securities with a purpose of changing or influencing control, marking a de-escalation from activist intent to passive investment.

Key Financial Metrics

Stake
5.8%
Investor
SIT INVESTMENT ASSOCIATES INC

Key Facts

  • SIT Investment Associates Inc. and its subsidiary Sit Fixed Income Advisors II, LLC reported beneficial ownership of 784,238 shares of common stock.
  • The stake represents 5.8% of the 13,456,906 shares outstanding as of April 30, 2026.
  • The filers transitioned from a Schedule 13D (filed October 20, 2025) back to a passive Schedule 13G, certifying no control intent.
  • This is Amendment No. 16 to the original Schedule 13G filed February 12, 2015.

Financial Impact

5.8% passive stake with no change in share count from prior filings; no financial impact disclosed.

Risk Factors

  • No material risks identified from this passive stake filing.

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0000769317-26-000020
Document: 0000769317-26-000020-index.html0000769317-26-000020
Document: 0000769317-26-000020.txt0000769317-26-000020

US Market Status

Market Closed — Opens Wed (< 1m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 1, 2026