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Eaton Vance Tax-Managed Diversified Equity Income Fund

103 hedge funds and large institutions have $344M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

17% more funds holding

Funds holding: 88103 (+15)

2% more capital invested

Capital invested by funds: $338M → $344M (+$5.62M)

0.76% more ownership

Funds ownership: 19.71%20.47% (+0.76%)

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$234K +$148K +12,924 +162%
RJT
52
Raymond James Trust
Florida
$233K +$26.1K +2,285 +12%
LCM
53
Landscape Capital Management
New Jersey
$230K +$235K +20,595 New
Ameriprise
54
Ameriprise
Minnesota
$211K -$73.6K -6,438 -25%
HCM
55
Hollencrest Capital Management
California
$197K
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$192K -$56.4K -4,935 -22%
B
57
Baird
Wisconsin
$184K
US Bancorp
58
US Bancorp
Minnesota
$184K +$5.62K +492 +3%
LIA
59
LBMC Investment Advisors
Tennessee
$179K +$183K +16,000 New
OA
60
Oxbow Advisors
Texas
$167K
CWM
61
Cabot Wealth Management
Massachusetts
$163K +$30.9K +2,700 +23%
KeyBank National Association
62
KeyBank National Association
Ohio
$156K -$5.71K -500 -3%
STI
63
Susquehanna Trust & Investment
Pennsylvania
$143K +$20K +1,750 +16%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$134K
WS
65
Wedbush Securities
California
$133K -$72.8K -6,367 -35%
ICM
66
IMS Capital Management
Oregon
$128K -$44.6K -3,906 -25%
Bessemer Group
67
Bessemer Group
New Jersey
$123K +$17.1K +1,500 +16%
FAAS
68
First Allied Advisory Services
California
$123K +$126K +11,028 New
CS
69
Credit Suisse
Switzerland
$120K -$42.3K -3,700 -26%
SPC
70
Sigma Planning Corp
Michigan
$120K +$123K +10,750 New
BAS
71
Brown Advisory Securities
Maryland
$114K
DD
72
Dominick & Dominick
New York
$112K
WAM
73
Wolverine Asset Management
Illinois
$112K +$115K +10,063 New
GGPS
74
Gary Goldberg Planning Services
New York
$102K
PMFA
75
Plante Moran Financial Advisors
Michigan
$95K -$9.83K -860 -9%

ETY Hedge Fund Activity: Q4 2014 in Review

103 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2014, worth a combined $344M — up 1.7% from $338M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETY positions and 3 closed out — a net gain of 16 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.9M. The largest seller was Advisors Asset Management, cutting an estimated $5.86M.

  • 103 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2014, up from 88 in Q3 2014.
  • Funds reported $344M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2014, up 1.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2014 and 3 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $11.9M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2014 was Advisors Asset Management, an estimated $5.86M sold.

Based on aggregated 13F filings for Q4 2014.