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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

146 hedge funds and large institutions have $308M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $264M → $308M (+$44.1M)

3% more funds holding

Funds holding: 142 → 146 (+4)

0.12% more ownership

Funds ownership: 18.67% → 18.8% (+0.12%)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
50
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.32M
2
KIM
Karpus Investment Management
New York
+$1.59M
3
Invesco
Invesco
Georgia
+$1.54M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.45M
5
Cohen & Steers
Cohen & Steers
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.22M
2
UBS Group
UBS Group
Switzerland
-$1.45M
3
LCM
Landscape Capital Management
New Jersey
-$1.29M
4
WAM
Wolverine Asset Management
Illinois
-$1.25M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.54M -$1.05M -101,576 -42%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.52M +$1.45M +140,448 New
MFG
28
Merit Financial Group
Georgia
$1.17M -$24.8K -2,400 -2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.12M +$198K +19,126 +22%
Citigroup
30
Citigroup
New York
$1.12M +$30.1K +2,906 +3%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.08M -$62.1K -6,000 -6%
AF
32
Advisornet Financial
Minnesota
$1.02M +$64.4K +6,225 +7%
SFS
33
Shaker Financial Services
Virginia
$983K +$453K +43,728 +92%
KWM
34
Kingsview Wealth Management
Oregon
$846K +$115K +11,081 +16%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$724K +$10K +966 +1%
MPCG
36
Matrix Private Capital Group
New York
$713K +$273K +26,372 +66%
LOIM
37
Liberty One Investment Management
Illinois
$688K +$660K +63,808 New
RJT
38
Raymond James Trust
Florida
$670K +$6.26K +605 +1%
Truist Financial
39
Truist Financial
North Carolina
$661K +$50.6K +4,889 +9%
Cerity Partners
40
Cerity Partners
New York
$658K +$10.9K +1,054 +2%
WAM
41
Wolverine Asset Management
Illinois
$637K -$1.25M -120,622 -67%
SWP
42
Stratos Wealth Partners
Ohio
$620K +$83 +8 +0%
CA
43
Cornerstone Advisory
Maryland
$560K +$19.7K +1,905 +4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$492K +$473K +45,667 New
EM
45
ELCO Management
New York
$483K +$121K +11,683 +35%
SPIA
46
Steward Partners Investment Advisory
New York
$479K +$59.5K +5,754 +15%
CF
47
Centaurus Financial
California
$462K -$31.2K -3,018 -7%
FAM
48
Formidable Asset Management
Ohio
$461K – – –
AMC
49
Asset Management Corp
Illinois
$459K -$19.7K -1,901 -4%
Northern Trust
50
Northern Trust
Illinois
$447K +$193K +18,616 +81%
1
2
3 4 5

ETY Hedge Fund Activity: Q2 2020 in Review

146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2020, worth a combined $308M — up 17% from $264M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 11 closed out — a net gain of 4 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.32M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 146 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $308M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $4.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2020.