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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

117 hedge funds and large institutions have $321M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

15% more funds holding

Funds holding: 102 → 117 (+15)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $296M → $321M (+$25.4M)

0.64% more ownership

Funds ownership: 16.85% → 17.49% (+0.64%)

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
33
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$6.82M
2
SIA
Starfire Investment Advisers
Michigan
+$4.15M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$2.48M
4
AAM
Advisors Asset Management
Colorado
+$2.33M
5
GC
Guggenheim Capital
Illinois
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$6.69M
2
PAG
Private Advisor Group
New Jersey
-$1.64M
3
IA
IFP Advisors
Florida
-$848K
4
Morgan Stanley
Morgan Stanley
New York
-$737K
5
Citadel Advisors
Citadel Advisors
Florida
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.01M -$1.64M -137,877 -63%
RJT
27
Raymond James Trust
Florida
$846K -$7.12K -600 -0.9%
Citigroup
28
Citigroup
New York
$813K +$61.1K +5,150 +8%
CBA
29
Coastal Bridge Advisors
Connecticut
$788K +$25.8K +2,172 +4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$785K -$9.96K -840 -1%
AWA
31
Arete Wealth Advisors
Illinois
$671K +$4.56K +384 +0.7%
CA
32
Cornerstone Advisory
Maryland
$610K – – –
FAM
33
Formidable Asset Management
Ohio
$544K – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$516K +$235K +19,834 +88%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$511K +$35.1K +2,962 +8%
FWM
36
Focused Wealth Management
New York
$488K +$21.2K +1,786 +5%
Creative Planning
37
Creative Planning
Kansas
$487K -$222K -18,700 -32%
LPL Financial
38
LPL Financial
California
$467K +$48.3K +4,069 +12%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$455K -$5.1K -430 -1%
ASN
40
Advisory Services Network
Georgia
$450K -$12.3K -1,034 -3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$446K +$31.2K +2,630 +8%
EVM
42
Eaton Vance Management
Massachusetts
$410K +$6.46K +545 +2%
BTS
43
BB&T Securities
Virginia
$363K -$4.82K -406 -1%
CRC
44
Curi RMB Capital
Illinois
$349K +$5.73K +483 +2%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$343K – – –
BRWA
46
B. Riley Wealth Advisors
Florida
$302K +$293K +24,700 New
SPIA
47
Steward Partners Investment Advisory
New York
$283K +$27.3K +2,301 +11%
UR
48
USCA RIA
Texas
$258K +$110K +9,300 +78%
RCM
49
RB Capital Management
Nevada
$255K -$42.1K -3,545 -14%
CA
50
Cetera Advisors
Colorado
$250K +$17.2K +1,453 +8%
1
2
3 4 5

ETY Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2017, worth a combined $321M — up 8.6% from $296M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETY positions and 7 closed out — a net gain of 15 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $6.82M. The largest seller was Cohen & Steers, cutting an estimated $6.69M.

  • 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $321M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2017 and 7 closed out, a net change of +15 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $6.82M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2017 was Cohen & Steers, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2017.