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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

102 hedge funds and large institutions have $296M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $288M → $296M (+$7.86M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 16.93% → 16.85% (-0.09%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 104 → 102 (-2)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
41
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.62M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$2.27M
3
RA
RFG Advisory
Alabama
+$2.19M
4
GC
Guggenheim Capital
Illinois
+$1.07M
5
Ameriprise
Ameriprise
Minnesota
+$583K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.32M
2
UBS Group
UBS Group
Switzerland
-$2.51M
3
Millennium Management
Millennium Management
New York
-$1.58M
4
Cohen & Steers
Cohen & Steers
New York
-$1.18M
5
AAM
Advisors Asset Management
Colorado
-$975K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$761K +$18.3K +1,600 +3%
CBA
27
Coastal Bridge Advisors
Connecticut
$718K +$30.1K +2,640 +4%
Citigroup
28
Citigroup
New York
$718K +$37.8K +3,306 +6%
Creative Planning
29
Creative Planning
Kansas
$684K -$17.1K -1,500 -2%
AWA
30
Arete Wealth Advisors
Illinois
$637K +$95.6K +8,372 +18%
CA
31
Cornerstone Advisory
Maryland
$583K – – –
FAM
32
Formidable Asset Management
Ohio
$521K +$510K +44,660 New
Citadel Advisors
33
Citadel Advisors
Florida
$500K +$355K +31,075 +264%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$454K +$74.9K +6,555 +20%
FWM
35
Focused Wealth Management
New York
$446K -$18.6K -1,626 -4%
ASN
36
Advisory Services Network
Georgia
$442K +$2.84K +249 +0.7%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$440K +$173K +15,144 +67%
LPL Financial
38
LPL Financial
California
$399K +$10.2K +890 +3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$395K +$58.9K +5,157 +18%
EVM
40
Eaton Vance Management
Massachusetts
$385K +$2.15K +188 +0.6%
BTS
41
BB&T Securities
Virginia
$352K -$29.8K -2,613 -8%
CRC
42
Curi RMB Capital
Illinois
$328K -$33.5K -2,933 -9%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$328K – – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$262K +$80.2K +7,024 +45%
Goldman Sachs
45
Goldman Sachs
New York
$262K +$118K +10,376 +86%
SPIA
46
Steward Partners Investment Advisory
New York
$244K +$79.9K +6,997 +50%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$243K – – –
M&T Bank
48
M&T Bank
New York
$226K +$18.3K +1,600 +9%
CA
49
Cetera Advisors
Colorado
$221K +$22.4K +1,958 +12%
WEC
50
Winslow Evans & Crocker
Massachusetts
$210K -$14.8K -1,299 -7%
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ETY Hedge Fund Activity: Q3 2017 in Review

102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2017, worth a combined $296M — up 2.7% from $288M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETY and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $3.62M. The largest seller was Invesco, cutting an estimated $4.32M.

  • 102 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2017, down from 104 in Q2 2017.
  • Funds reported $296M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2017 and 12 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2017 was Morgan Stanley, an estimated $3.62M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2017 was Invesco, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2017.