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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

112 hedge funds and large institutions have $377M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $348M → $377M (+$28.6M)

6% more funds holding

Funds holding: 106 → 112 (+6)

0.36% more ownership

Funds ownership: 18.63% → 18.98% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
40
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.06M
2
PAG
Private Advisor Group
New Jersey
+$1.83M
3
Wells Fargo
Wells Fargo
California
+$1.56M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$989K
5
RA
RFG Advisory
Alabama
+$782K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.71M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.83M
3
Invesco
Invesco
Georgia
-$687K
4
CF
Centaurus Financial
California
-$540K
5
Cohen & Steers
Cohen & Steers
New York
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.42M +$464K +36,639 +50%
Citigroup
27
Citigroup
New York
$1.16M +$197K +15,557 +21%
LPL Financial
28
LPL Financial
California
$914K +$134K +10,576 +17%
NMC
29
Nine Masts Capital
Hong Kong
$909K +$704K +55,500 +363%
RJT
30
Raymond James Trust
Florida
$875K -$52K -4,098 -6%
AWA
31
Arete Wealth Advisors
Illinois
$734K +$139 +11 +0%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$653K -$107K -8,450 -14%
CA
33
Cornerstone Advisory
Maryland
$642K – – –
FAM
34
Formidable Asset Management
Ohio
$587K -$1.27K -100 -0.2%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$582K +$25 +2 +0%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$578K +$193K +15,221 +51%
FWM
37
Focused Wealth Management
New York
$508K +$596 +47 +0.1%
SWP
38
Stratos Wealth Partners
Ohio
$506K +$89.5K +7,058 +22%
CRC
39
Curi RMB Capital
Illinois
$446K -$47.2K -3,725 -10%
HFS
40
HL Financial Services
Kentucky
$424K +$33K +2,600 +9%
Millennium Management
41
Millennium Management
New York
$419K +$414K +32,655 New
EVM
42
Eaton Vance Management
Massachusetts
$383K +$3.7K +292 +1%
CBA
43
Coastal Bridge Advisors
Connecticut
$328K -$23.3K -1,839 -7%
BAMG
44
Brand Asset Management Group
Missouri
$324K – – –
BTS
45
BB&T Securities
Virginia
$305K +$2.98K +235 +1%
SPIA
46
Steward Partners Investment Advisory
New York
$303K +$3.85K +304 +1%
MML Investors Services
47
MML Investors Services
Massachusetts
$299K +$296K +23,316 New
NGA
48
Naples Global Advisors
Florida
$298K +$294K +23,222 New
BRWA
49
B. Riley Wealth Advisors
Florida
$292K -$25.4K -2,000 -8%
CA
50
Cetera Advisors
Colorado
$282K +$8.18K +645 +3%
1
2
3 4 5

ETY Hedge Fund Activity: Q3 2018 in Review

112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2018, worth a combined $377M — up 8.2% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.06M. The largest seller was Raymond James & Associates, cutting an estimated $2.71M.

  • 112 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2018, up from 106 in Q2 2018.
  • Funds reported $377M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.06M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2018 was Raymond James & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2018.