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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

142 hedge funds and large institutions have $264M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

14% more funds holding

Funds holding: 125 → 142 (+17)

1.42% more ownership

Funds ownership: 17.26% → 18.67% (+1.4%)

19% less capital invested

Capital invested by funds: $324M → $264M (-$60.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
142
Holders Change
+17
Holders Change %
+13.6%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
39
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$23.3M
2
Goldman Sachs
Goldman Sachs
New York
+$2.81M
3
RA
RFG Advisory
Alabama
+$2.11M
4
WAM
Wolverine Asset Management
Illinois
+$2.07M
5
LCM
Landscape Capital Management
New Jersey
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.96M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.76M
3
Bank of America
Bank of America
North Carolina
-$706K
4
AAM
Advisors Asset Management
Colorado
-$429K
5
UBS Group
UBS Group
Switzerland
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$1.37M +$1.69M +146,652 New
Cohen & Steers
27
Cohen & Steers
New York
$1.28M -$178K -15,483 -10%
MFG
28
Merit Financial Group
Georgia
$1.03M +$23K +2,000 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$993K +$685K +59,610 +127%
Citigroup
30
Citigroup
New York
$942K +$55.6K +4,834 +5%
AF
31
Advisornet Financial
Minnesota
$829K +$536K +46,601 +110%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$793K -$51.3K -4,467 -5%
KWM
33
Kingsview Wealth Management
Oregon
$628K +$266K +23,128 +52%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$617K +$499K +43,459 +191%
RJT
35
Raymond James Trust
Florida
$574K -$46K -4,000 -6%
Cerity Partners
36
Cerity Partners
New York
$559K +$689K +59,974 New
SWP
37
Stratos Wealth Partners
Ohio
$536K +$2.39K +208 +0.4%
Truist Financial
38
Truist Financial
North Carolina
$525K +$52K +4,524 +9%
AGM
39
Alpine Global Management
New York
$515K +$635K +55,256 New
CA
40
Cornerstone Advisory
Maryland
$466K – – –
RVPG
41
Relative Value Partners Group
$457K +$449K +39,067 +391%
CWA
42
Capital Wealth Alliance
Arizona
$447K -$11.9K -1,037 -2%
SFS
43
Shaker Financial Services
Virginia
$442K +$545K +47,450 New
CF
44
Centaurus Financial
California
$427K -$81.1K -7,059 -13%
AMC
45
Asset Management Corp
Illinois
$415K -$50.9K -4,427 -9%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$409K +$91.9K +8,000 +22%
RCM
47
RB Capital Management
Nevada
$405K +$97.3K +8,468 +23%
FAM
48
Formidable Asset Management
Ohio
$392K +$484K +42,093 New
MPCG
49
Matrix Private Capital Group
New York
$371K +$457K +39,771 New
SPIA
50
Steward Partners Investment Advisory
New York
$360K +$40.8K +3,551 +10%
1
2
3 4 5

ETY Hedge Fund Activity: Q1 2020 in Review

142 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2020, worth a combined $264M — down 19% from $324M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ETY positions and 15 closed out — a net gain of 19 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $8.96M.

  • 142 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2020, up from 125 in Q4 2019.
  • Funds reported $264M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2020, down 19% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2020 and 15 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $23.3M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $8.96M sold.

Based on aggregated 13F filings for Q1 2020.