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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

112 hedge funds and large institutions have $377M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $348M → $377M (+$28.6M)

6% more funds holding

Funds holding: 106 → 112 (+6)

0.36% more ownership

Funds ownership: 18.63% → 18.98% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
40
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.06M
2
PAG
Private Advisor Group
New Jersey
+$1.83M
3
Wells Fargo
Wells Fargo
California
+$1.56M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$989K
5
RA
RFG Advisory
Alabama
+$782K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.71M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.83M
3
Invesco
Invesco
Georgia
-$687K
4
CF
Centaurus Financial
California
-$540K
5
Cohen & Steers
Cohen & Steers
New York
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$280K +$277K +21,812 New
RCM
52
RB Capital Management
Nevada
$272K -$37.4K -2,950 -12%
WS
53
Wedbush Securities
California
$254K +$1.65K +130 +0.7%
AF
54
Advisornet Financial
Minnesota
$247K -$4.44K -350 -2%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$241K -$2.54K -200 -1%
SI
56
Stephens Inc
Arkansas
$227K +$101 +8 +0%
PFPT
57
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K +$76.6K +6,046 +53%
Truist Financial
58
Truist Financial
North Carolina
$222K -$13.8K -1,091 -6%
WEC
59
Winslow Evans & Crocker
Massachusetts
$222K +$3.8K +300 +2%
Creative Planning
60
Creative Planning
Kansas
$210K +$25.3K +1,998 +14%
EDRIA
61
Edmonds Duncan Registered Investment Advisors
Kansas
$205K +$3.32K +262 +2%
SFS
62
Shaker Financial Services
Virginia
$194K +$192K +15,147 New
CAN
63
Claraphi Advisory Network
United States
$188K +$3.23K +255 +2%
M&T Bank
64
M&T Bank
New York
$187K – – –
JMPWA
65
JP Morgan Private Wealth Advisors
California
$163K -$19K -1,500 -11%
MWM
66
Mission Wealth Management
California
$160K – – –
NA
67
NewEdge Advisors
Louisiana
$148K +$146K +11,523 New
MA
68
Mutual Advisors
Nebraska
$139K +$1.45K +114 +1%
BAS
69
Brown Advisory Securities
Maryland
$132K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$131K +$129K +10,194 New
APA
71
American Portfolios Advisors
New York
$131K +$49.1K +3,875 +62%
RVPG
72
Relative Value Partners Group
$128K – – –
TSW
73
Thompson Siegel & Walmsley
Virginia
$122K – – –
OC
74
Oakworth Capital
Alabama
$121K – – –
VIA
75
Vantage Investment Advisors
Pennsylvania
$121K – – –
1 2
3
4 5

ETY Hedge Fund Activity: Q3 2018 in Review

112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2018, worth a combined $377M — up 8.2% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.06M. The largest seller was Raymond James & Associates, cutting an estimated $2.71M.

  • 112 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2018, up from 106 in Q2 2018.
  • Funds reported $377M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.06M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2018 was Raymond James & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2018.