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Eaton Vance Tax-Managed Diversified Equity Income Fund

104 hedge funds and large institutions have $288M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

0% more funds holding

Funds holding: 104104 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

4% less capital invested

Capital invested by funds: $299M → $288M (-$11.3M)

1.01% less ownership

Funds ownership: 17.95%16.93% (-1%)

Holders
104
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
39
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$194K -$80.1K -7,073 -29%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$175K -$15.5K -1,366 -8%
BF
53
BOK Financial
Oklahoma
$172K +$173K +15,260 New
EDRIA
54
Edmonds Duncan Registered Investment Advisors
Kansas
$167K -$34.6K -3,058 -17%
HFS
55
HL Financial Services
Kentucky
$167K +$11.3K +1,000 +7%
AGM
56
Alpine Global Management
New York
$162K +$162K +14,318 New
AGU
57
Alpine Group USVI
U.S. Virgin Islands
$162K +$162K +14,318 New
NFG
58
Next Financial Group
Texas
$160K +$28.3K +2,500 +21%
CWM
59
Cornerstone Wealth Management
Missouri
$159K +$453 +40 +0.3%
SPIA
60
Steward Partners Investment Advisory
New York
$157K +$3.46K +306 +2%
Truist Financial
61
Truist Financial
North Carolina
$155K -$11.3K -998 -7%
WS
62
Wedbush Securities
California
$152K +$14.6K +1,293 +11%
IFWM
63
Institute for Wealth Management
Colorado
$147K +$149K +13,179 New
MWM
64
Mission Wealth Management
California
$141K
RMC
65
Regis Management Company
California
$141K
CWM
66
Concert Wealth Management
California
$137K -$124K -10,979 -47%
Goldman Sachs
67
Goldman Sachs
New York
$136K -$238 -21 -0.2%
UR
68
USCA RIA
Texas
$134K +$134K +11,874 New
Citadel Advisors
69
Citadel Advisors
Florida
$133K +$133K +11,784 New
OA
70
Oxbow Advisors
Texas
$125K -$1.42K -125 -1%
ICM
71
IMS Capital Management
Oregon
$122K +$113 +10 +0.1%
TW
72
Transform Wealth
Colorado
$120K +$6.23K +550 +5%
CCMW
73
Cypress Capital Management (Wyoming)
Wyoming
$119K
BAS
74
Brown Advisory Securities
Maryland
$115K
RVPG
75
Relative Value Partners Group
$113K -$6.29M -554,995 -98%

ETY Hedge Fund Activity: Q2 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2017, worth a combined $288M — down 3.8% from $299M a quarter earlier.

Fund positioning in ETY was balanced in Q2 2017: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 25 trimmed.

The largest buyer was RFG Advisory, adding an estimated $3.28M. The largest seller was Relative Value Partners Group, cutting an estimated $6.29M.

  • 104 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $288M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2017 and 15 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2017 was RFG Advisory, an estimated $3.28M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2017 was Relative Value Partners Group, an estimated $6.29M sold.

Based on aggregated 13F filings for Q2 2017.