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Eaton Vance Tax-Managed Diversified Equity Income Fund

86 hedge funds and large institutions have $323M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $287M → $323M (+$35.7M)

12% more funds holding

Funds holding: 7786 (+9)

0.76% more ownership

Funds ownership: 18.88%19.64% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$199K
Ameriprise
52
Ameriprise
Minnesota
$198K +$1.22K +114 +0.6%
WS
53
Wedbush Securities
California
$198K +$2.09K +196 +1%
MFS
54
MSI Financial Services
Massachusetts
$191K
Goldman Sachs
55
Goldman Sachs
New York
$190K -$106K -9,972 -36%
AA
56
Ancora Advisors
Ohio
$181K
OA
57
Oxbow Advisors
Texas
$174K
RJT
58
Raymond James Trust
Florida
$169K +$165K +15,481 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$166K -$3.5K -328 -2%
TC
60
TFS Capital
Pennsylvania
$162K +$158K +14,804 New
LCM
61
Landscape Capital Management
New Jersey
$157K +$153K +14,348 New
HNB
62
Huntington National Bank
Ohio
$143K
Creative Planning
63
Creative Planning
Kansas
$141K -$49.1K -4,600 -26%
DA
64
Doliver Advisors
Texas
$127K -$479K -44,946 -79%
STI
65
Susquehanna Trust & Investment
Pennsylvania
$120K
WA
66
WFG Advisors
Texas
$102K
GGPS
67
Gary Goldberg Planning Services
New York
$100K
Deutsche Bank
68
Deutsche Bank
Germany
$93K -$1.09M -102,677 -92%
Bessemer Group
69
Bessemer Group
New Jersey
$82K
AIG
70
American International Group
New York
$75.1K +$22.4K +2,102 +44%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$42K +$41.2K +3,859 New
US Bancorp
72
US Bancorp
Minnesota
$40K +$26.7K +2,500 +221%
CHC
73
City Holding Co
West Virginia
$39K +$38.2K +3,583 New
MA
74
MUFG Americas
New York
$36K +$28.6K +2,684 +471%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$35K +$34.1K +3,200 New

ETY Hedge Fund Activity: Q4 2013 in Review

86 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2013, worth a combined $323M — up 12% from $287M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 4 closed out — a net gain of 11 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.6M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.79M.

  • 86 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2013, up from 77 in Q3 2013.
  • Funds reported $323M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2013, up 12% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2013 and 4 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2013 was Morgan Stanley, an estimated $9.6M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2013 was Rivernorth Capital Management, an estimated $3.79M sold.

Based on aggregated 13F filings for Q4 2013.