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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

117 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $297M → $317M (+$19.8M)

2% more funds holding

Funds holding: 115 → 117 (+2)

0.09% more ownership

Funds ownership: 17.41% → 17.51% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
41
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$3.19M
2
Morgan Stanley
Morgan Stanley
New York
+$2.62M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.29M
4
RA
RFG Advisory
Alabama
+$1.18M
5
RJA
Raymond James & Associates
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.25M
2
AAM
Advisors Asset Management
Colorado
-$1.34M
3
Bank of America
Bank of America
North Carolina
-$830K
4
WAM
Wolverine Asset Management
Illinois
-$809K
5
SFS
Shaker Financial Services
Virginia
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
51
Coastal Bridge Advisors
Connecticut
$261K +$1.22K +104 +0.5%
PFPT
52
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K +$4.7K +400 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$242K +$6.31K +537 +3%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$241K +$3.52K +300 +2%
Creative Planning
55
Creative Planning
Kansas
$231K +$12.6K +1,076 +6%
DP
56
Dearborn Partners
Illinois
$216K +$211K +18,000 New
CA
57
Continuum Advisory
Idaho
$202K +$198K +16,850 New
FWM
58
Frontier Wealth Management
Missouri
$202K +$198K +16,856 New
CFGS
59
Concourse Financial Group Securities
Alabama
$199K – – –
MWM
60
Mission Wealth Management
California
$198K – – –
M&T Bank
61
M&T Bank
New York
$196K – – –
Truist Financial
62
Truist Financial
North Carolina
$196K +$4.02K +342 +2%
FAAS
63
First Allied Advisory Services
California
$195K +$8.24K +702 +5%
SAM
64
Seelaus Asset Management
New Jersey
$195K +$191K +16,250 New
APA
65
American Portfolios Advisors
New York
$151K – – –
IFWM
66
Institute for Wealth Management
Colorado
$140K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
MA
68
Mutual Advisors
Nebraska
$134K +$1.54K +131 +1%
CAN
69
Claraphi Advisory Network
United States
$134K +$132K +11,199 New
NA
70
NewEdge Advisors
Louisiana
$130K – – –
BAS
71
Brown Advisory Securities
Maryland
$123K – – –
WIA
72
Wealthstreet Investment Advisors
Texas
$122K – – –
RVPG
73
Relative Value Partners Group
$120K -$11.7K -1,000 -9%
CCA
74
Checchi Capital Advisers
California
$120K +$117K +10,000 New
MWPCG
75
Measured Wealth Private Client Group
New Hampshire
$120K +$117K +10,000 New
1 2
3
4 5

ETY Hedge Fund Activity: Q2 2019 in Review

117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2019, worth a combined $317M — up 6.7% from $297M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETY positions and 14 closed out — a net gain of 4 holders — while 41 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.19M. The largest seller was Guggenheim Capital, cutting an estimated $2.25M.

  • 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2019, up from 115 in Q1 2019.
  • Funds reported $317M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2019 and 14 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.19M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2019.