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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $287M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

12% more funds holding

Funds holding: 112 → 125 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.29% less ownership

Funds ownership: 18.98% → 18.7% (-0.29%)

24% less capital invested

Capital invested by funds: $377M → $287M (-$89.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
36
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.32M
2
WAM
Wolverine Asset Management
Illinois
+$2.01M
3
AGM
Alpine Global Management
New York
+$1.78M
4
WAM
Weiss Asset Management
Massachusetts
+$1.75M
5
SFS
Shaker Financial Services
Virginia
+$953K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$11.1M
2
Stifel Financial
Stifel Financial
Missouri
-$5.26M
3
RA
RFG Advisory
Alabama
-$3.94M
4
GC
Guggenheim Capital
Illinois
-$3.72M
5
Bank of America
Bank of America
North Carolina
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
26
Alpine Global Management
New York
$1.58M +$1.78M +155,205 New
WAM
27
Weiss Asset Management
Massachusetts
$1.56M +$1.75M +152,794 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.18M +$56.8K +4,946 +4%
AG
29
Advisor Group
Arizona
$1.15M +$18.5K +1,616 +1%
SFS
30
Shaker Financial Services
Virginia
$1M +$953K +83,038 +548%
Citigroup
31
Citigroup
New York
$882K -$46.6K -4,057 -4%
LPL Financial
32
LPL Financial
California
$855K +$145K +12,665 +18%
RJT
33
Raymond James Trust
Florida
$676K -$22.4K -1,950 -3%
CRC
34
Curi RMB Capital
Illinois
$610K +$288K +25,066 +72%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$560K +$45.9K +4,000 +8%
SWP
36
Stratos Wealth Partners
Ohio
$545K +$161K +14,024 +36%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$518K +$579K +50,466 +16,822%
CA
38
Cornerstone Advisory
Maryland
$510K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$457K -$3.76K -328 -0.7%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$453K -$11.5K -1,002 -2%
AWA
41
Arete Wealth Advisors
Illinois
$422K -$182K -15,840 -28%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$417K +$470K +40,925 New
HFS
43
HL Financial Services
Kentucky
$366K +$33K +2,880 +9%
FWM
44
Focused Wealth Management
New York
$362K -$47.3K -4,124 -10%
IC
45
Inscription Capital
Texas
$336K +$378K +32,942 New
WEC
46
Winslow Evans & Crocker
Massachusetts
$328K +$169K +14,742 +85%
TSS
47
Two Sigma Securities
New York
$325K +$366K +31,854 New
EVM
48
Eaton Vance Management
Massachusetts
$307K +$2.48K +216 +0.7%
OFG
49
OTA Financial Group
New York
$294K +$331K +28,881 New
RCM
50
RB Capital Management
Nevada
$268K +$58K +5,059 +24%
1
2
3 4 5

ETY Hedge Fund Activity: Q4 2018 in Review

125 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2018, worth a combined $287M — down 24% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ETY positions and 15 closed out — a net gain of 14 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.32M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $11.1M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $287M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2018 and 15 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $2.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2018.