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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

121 hedge funds and large institutions have $309M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

3% more funds holding

Funds holding: 117 → 121 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.2% less ownership

Funds ownership: 17.51% → 17.31% (-0.2%)

3% less capital invested

Capital invested by funds: $317M → $309M (-$8.44M)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
34
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Parsons Capital Management
Rhode Island
+$2.57M
2
Wells Fargo
Wells Fargo
California
+$1.5M
3
GC
Guggenheim Capital
Illinois
+$1.05M
4
RA
RFG Advisory
Alabama
+$792K
5
FAM
Formidable Asset Management
Ohio
+$592K

Top Sellers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
-$3.51M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.64M
4
AAM
Advisors Asset Management
Colorado
-$1.45M
5
Cohen & Steers
Cohen & Steers
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
51
Pinnacle Financial Partners (Tennessee)
Tennessee
$259K – – –
BRWA
52
B. Riley Wealth Advisors
Florida
$239K -$35.7K -3,000 -13%
TC
53
Telemus Capital
Michigan
$238K +$238K +20,000 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$235K -$3.57K -300 -1%
Creative Planning
55
Creative Planning
Kansas
$225K -$4.57K -384 -2%
Mariner
56
Mariner
Kansas
$222K +$222K +18,617 New
FWM
57
Frontier Wealth Management
Missouri
$201K – – –
AIC
58
Ameritas Investment Company
Nebraska
$201K +$201K +16,860 New
Truist Financial
59
Truist Financial
North Carolina
$199K +$4.21K +353 +2%
MWM
60
Mission Wealth Management
California
$196K – – –
M&T Bank
61
M&T Bank
New York
$195K – – –
FAAS
62
First Allied Advisory Services
California
$194K +$524 +44 +0.3%
SAM
63
Seelaus Asset Management
New Jersey
$193K – – –
MMA
64
Miracle Mile Advisors
California
$192K +$192K +16,122 New
SS
65
Sunbelt Securities
Texas
$174K +$174K +14,633 New
BF
66
BOK Financial
Oklahoma
$169K +$169K +14,186 New
NA
67
NewEdge Advisors
Louisiana
$165K +$35.7K +3,000 +28%
KCM
68
Kanawha Capital Management
Virginia
$165K +$165K +13,829 New
APA
69
American Portfolios Advisors
New York
$149K – – –
MML Investors Services
70
MML Investors Services
Massachusetts
$146K -$94K -7,893 -39%
IFWM
71
Institute for Wealth Management
Colorado
$139K – – –
Neuberger Berman Group
72
Neuberger Berman Group
New York
$139K +$139K +11,653 New
MA
73
Mutual Advisors
Nebraska
$135K +$1.58K +133 +1%
EW
74
Evoke Wealth
California
$134K +$134K +11,272 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
1 2
3
4 5

ETY Hedge Fund Activity: Q3 2019 in Review

121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2019, worth a combined $309M — down 2.7% from $317M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETY positions and 14 closed out — a net gain of 5 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Parsons Capital Management, opening a new position worth an estimated $2.57M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $3.51M sold.

  • 121 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2019, up from 117 in Q2 2019.
  • Funds reported $309M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2019 and 14 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2019 was Parsons Capital Management, an estimated $2.57M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2019 was Seizert Capital Partners, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2019.