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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $324M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 121 → 125 (+4)

5% more capital invested

Capital invested by funds: $309M → $324M (+$15.1M)

0.05% less ownership

Funds ownership: 17.31% → 17.26% (-0.05%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
37
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.56M
2
MFG
Merit Financial Group
Georgia
+$1.33M
3
UBS Group
UBS Group
Switzerland
+$1.15M
4
LPL Financial
LPL Financial
California
+$943K
5
Invesco
Invesco
Georgia
+$916K

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$7.22M
2
AAM
Advisors Asset Management
Colorado
-$1.98M
3
GC
Guggenheim Capital
Illinois
-$1.34M
4
PAG
Private Advisor Group
New Jersey
-$1.31M
5
FAM
Formidable Asset Management
Ohio
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.12M +$54.7K +4,495 +5%
RJT
27
Raymond James Trust
Florida
$822K – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$820K -$52.9K -4,346 -6%
AWM
29
Argent Wealth Management
Massachusetts
$751K +$729K +59,946 New
ACA
30
Aptus Capital Advisors
Alabama
$722K -$191K -15,706 -21%
SWP
31
Stratos Wealth Partners
Ohio
$717K +$65.5K +5,382 +10%
CF
32
Centaurus Financial
California
$663K +$11K +908 +2%
Truist Financial
33
Truist Financial
North Carolina
$649K +$428K +35,162 +211%
CA
34
Cornerstone Advisory
Maryland
$626K – – –
CWA
35
Capital Wealth Alliance
Arizona
$617K +$597K +49,063 New
AMC
36
Asset Management Corp
Illinois
$612K +$595K +48,915 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$585K – – –
KWM
38
Kingsview Wealth Management
Oregon
$554K +$538K +44,260 New
AF
39
Advisornet Financial
Minnesota
$530K +$142K +11,699 +38%
RCM
40
RB Capital Management
Nevada
$466K +$38.6K +3,170 +9%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$449K -$5.61K -461 -1%
SPIA
42
Steward Partners Investment Advisory
New York
$440K +$68.1K +5,598 +19%
EM
43
ELCO Management
New York
$433K +$12K +984 +3%
IC
44
Inscription Capital
Texas
$432K – – –
FWM
45
Focused Wealth Management
New York
$410K +$1.76K +145 +0.4%
EVM
46
Eaton Vance Management
Massachusetts
$389K +$4.16K +342 +1%
AWA
47
Arete Wealth Advisors
Illinois
$382K +$2.8K +230 +0.8%
WEC
48
Winslow Evans & Crocker
Massachusetts
$352K – – –
CA
49
Cetera Advisors
Colorado
$336K +$23.5K +1,932 +8%
SI
50
Stephens Inc
Arkansas
$293K -$7.91K -650 -3%
1
2
3 4 5

ETY Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2019, worth a combined $324M — up 4.9% from $309M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 10 closed out — a net gain of 5 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.56M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $7.22M.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2019, up from 121 in Q3 2019.
  • Funds reported $324M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2019 and 10 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $3.56M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2019.