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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $287M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

12% more funds holding

Funds holding: 112 → 125 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.29% less ownership

Funds ownership: 18.98% → 18.7% (-0.29%)

24% less capital invested

Capital invested by funds: $377M → $287M (-$89.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
36
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.32M
2
WAM
Wolverine Asset Management
Illinois
+$2.01M
3
AGM
Alpine Global Management
New York
+$1.78M
4
WAM
Weiss Asset Management
Massachusetts
+$1.75M
5
SFS
Shaker Financial Services
Virginia
+$953K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$11.1M
2
Stifel Financial
Stifel Financial
Missouri
-$5.26M
3
RA
RFG Advisory
Alabama
-$3.94M
4
GC
Guggenheim Capital
Illinois
-$3.72M
5
Bank of America
Bank of America
North Carolina
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
51
BB&T Securities
Virginia
$252K +$10.2K +893 +4%
CBA
52
Coastal Bridge Advisors
Connecticut
$244K -$18.6K -1,621 -6%
SPIA
53
Steward Partners Investment Advisory
New York
$243K +$3K +261 +1%
BRWA
54
B. Riley Wealth Advisors
Florida
$232K – – –
SI
55
Stephens Inc
Arkansas
$230K +$55.2K +4,810 +27%
CA
56
Cetera Advisors
Colorado
$226K +$3.63K +316 +1%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$217K +$244K +21,303 New
PFPT
58
Pinnacle Financial Partners (Tennessee)
Tennessee
$213K +$38K +3,312 +19%
AF
59
Advisornet Financial
Minnesota
$195K -$1.15K -100 -0.5%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$191K – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$181K -$63.9K -5,573 -24%
JIC
62
Joel Isaacson & Co
New York
$178K +$189K +16,500 New
Creative Planning
63
Creative Planning
Kansas
$170K +$4.22K +368 +2%
CFGS
64
Concourse Financial Group Securities
Alabama
$169K +$139K +12,102 +269%
AIC
65
Ameritas Investment Company
Nebraska
$169K +$190K +16,525 New
EDRIA
66
Edmonds Duncan Registered Investment Advisors
Kansas
$166K +$3.59K +313 +2%
Truist Financial
67
Truist Financial
North Carolina
$158K -$20.6K -1,799 -10%
CAN
68
Claraphi Advisory Network
United States
$149K -$92 -8 -0.1%
M&T Bank
69
M&T Bank
New York
$149K – – –
NGA
70
Naples Global Advisors
Florida
$139K -$120K -10,422 -45%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$136K +$153K +13,370 New
MWM
72
Mission Wealth Management
California
$127K – – –
VF
73
Virtu Financial
New York
$127K +$142K +12,410 New
IFWM
74
Institute for Wealth Management
Colorado
$119K +$134K +11,710 New
FAAS
75
First Allied Advisory Services
California
$113K +$128K +11,148 New
1 2
3
4 5

ETY Hedge Fund Activity: Q4 2018 in Review

125 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2018, worth a combined $287M — down 24% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ETY positions and 15 closed out — a net gain of 14 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.32M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $11.1M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $287M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2018 and 15 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $2.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2018.