We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund

117 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $297M → $317M (+$19.8M)

2% more funds holding

Funds holding: 115117 (+2)

0.09% more ownership

Funds ownership: 17.41%17.51% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% 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
18
Increased
41
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.13M -$19.1K -1,625 -2%
Citigroup
27
Citigroup
New York
$1.05M +$47.8K +4,073 +5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$937K +$322K +27,433 +54%
ACA
29
Aptus Capital Advisors
Alabama
$894K +$1.35K +115 +0.2%
RJT
30
Raymond James Trust
Florida
$793K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$638K +$91K +7,747 +17%
SWP
32
Stratos Wealth Partners
Ohio
$627K -$19.7K -1,680 -3%
CA
33
Cornerstone Advisory
Maryland
$600K
CF
34
Centaurus Financial
California
$565K +$547K +46,590 +8,925%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$531K
IC
36
Inscription Capital
Texas
$501K +$127K +10,800 +33%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$435K +$421K +35,854 +7,777%
FWM
38
Focused Wealth Management
New York
$412K +$1.7K +145 +0.4%
RCM
39
RB Capital Management
Nevada
$405K +$16.8K +1,431 +4%
EVM
40
Eaton Vance Management
Massachusetts
$371K +$5.88K +501 +2%
AWA
41
Arete Wealth Advisors
Illinois
$363K -$116K -9,912 -25%
BTS
42
BB&T Securities
Virginia
$351K -$13.2K -1,127 -4%
WEC
43
Winslow Evans & Crocker
Massachusetts
$350K -$52.3K -4,450 -13%
AF
44
Advisornet Financial
Minnesota
$344K
SPIA
45
Steward Partners Investment Advisory
New York
$316K +$4.12K +351 +1%
SI
46
Stephens Inc
Arkansas
$310K +$38.9K +3,310 +15%
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$299K +$35.3K +3,008 +14%
CA
48
Cetera Advisors
Colorado
$287K +$10.9K +932 +4%
EM
49
ELCO Management
New York
$283K +$278K +23,644 New
BRWA
50
B. Riley Wealth Advisors
Florida
$277K -$11.9K -1,009 -4%

ETY Hedge Fund Activity: Q2 2019 in Review

117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2019, worth a combined $317M — up 6.7% from $297M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETY positions and 14 closed out — a net gain of 4 holders — while 41 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.19M. The largest seller was Guggenheim Capital, cutting an estimated $2.25M.

  • 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2019, up from 115 in Q1 2019.
  • Funds reported $317M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2019 and 14 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.19M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2019.