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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

117 hedge funds and large institutions have $321M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

15% more funds holding

Funds holding: 102 → 117 (+15)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $296M → $321M (+$25.4M)

0.64% more ownership

Funds ownership: 16.85% → 17.49% (+0.64%)

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
33
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$6.82M
2
SIA
Starfire Investment Advisers
Michigan
+$4.15M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$2.48M
4
AAM
Advisors Asset Management
Colorado
+$2.33M
5
GC
Guggenheim Capital
Illinois
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$6.69M
2
PAG
Private Advisor Group
New Jersey
-$1.64M
3
IA
IFP Advisors
Florida
-$848K
4
Morgan Stanley
Morgan Stanley
New York
-$737K
5
Citadel Advisors
Citadel Advisors
Florida
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EP Wealth Advisors
California
$244K +$237K +20,000 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$229K -$24.2K -2,037 -10%
WEC
53
Winslow Evans & Crocker
Massachusetts
$217K -$1.78K -150 -0.8%
EDRIA
54
Edmonds Duncan Registered Investment Advisors
Kansas
$187K +$2.05K +173 +1%
CF
55
Centaurus Financial
California
$185K +$180K +15,204 New
KA
56
Kovack Advisors
Florida
$182K +$177K +14,927 New
M&T Bank
57
M&T Bank
New York
$178K -$57.5K -4,850 -25%
Truist Financial
58
Truist Financial
North Carolina
$174K +$2.36K +199 +1%
HFS
59
HL Financial Services
Kentucky
$171K -$9.49K -800 -5%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$168K -$3.78K -319 -2%
IFWM
61
Institute for Wealth Management
Colorado
$163K +$156K +13,179 New
SAM
62
Seelaus Asset Management
New Jersey
$157K +$153K +12,887 New
WS
63
Wedbush Securities
California
$152K -$16.7K -1,405 -10%
MWM
64
Mission Wealth Management
California
$152K – – –
RMC
65
Regis Management Company
California
$152K – – –
MML Investors Services
66
MML Investors Services
Massachusetts
$152K +$12K +1,012 +9%
SEI Investments
67
SEI Investments
Pennsylvania
$142K +$27.4K +2,308 +25%
TW
68
Transform Wealth
Colorado
$138K -$10.7K -900 -7%
OA
69
Oxbow Advisors
Texas
$135K – – –
CWM
70
Cornerstone Wealth Management
Missouri
$133K -$2.3K -194 -2%
PFPT
71
Pinnacle Financial Partners (Tennessee)
Tennessee
$133K +$129K +10,900 New
DADC
72
D.A. Davidson & Co
Montana
$129K -$10.3K -868 -8%
CCMW
73
Cypress Capital Management (Wyoming)
Wyoming
$129K – – –
MA
74
Mutual Advisors
Nebraska
$128K +$124K +10,469 New
RC
75
RBO & Co
California
$128K +$125K +10,519 New
1 2
3
4 5

ETY Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2017, worth a combined $321M — up 8.6% from $296M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETY positions and 7 closed out — a net gain of 15 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $6.82M. The largest seller was Cohen & Steers, cutting an estimated $6.69M.

  • 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $321M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2017 and 7 closed out, a net change of +15 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $6.82M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2017 was Cohen & Steers, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2017.