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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $324M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 121 → 125 (+4)

5% more capital invested

Capital invested by funds: $309M → $324M (+$15.1M)

0.05% less ownership

Funds ownership: 17.31% → 17.26% (-0.05%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
37
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.56M
2
MFG
Merit Financial Group
Georgia
+$1.33M
3
UBS Group
UBS Group
Switzerland
+$1.15M
4
LPL Financial
LPL Financial
California
+$943K
5
Invesco
Invesco
Georgia
+$916K

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$7.22M
2
AAM
Advisors Asset Management
Colorado
-$1.98M
3
GC
Guggenheim Capital
Illinois
-$1.34M
4
PAG
Private Advisor Group
New Jersey
-$1.31M
5
FAM
Formidable Asset Management
Ohio
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$285K +$9.78K +804 +4%
PFPT
52
Pinnacle Financial Partners (Tennessee)
Tennessee
$272K – – –
BRWA
53
B. Riley Wealth Advisors
Florida
$251K – – –
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$249K -$47.5K -3,908 -16%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$248K – – –
Mariner
56
Mariner
Kansas
$233K – – –
FAAS
57
First Allied Advisory Services
California
$228K +$20.3K +1,671 +10%
AIC
58
Ameritas Investment Company
Nebraska
$217K +$6.02K +495 +3%
FWM
59
Frontier Wealth Management
Missouri
$210K -$949 -78 -0.5%
MWM
60
Mission Wealth Management
California
$207K – – –
M&T Bank
61
M&T Bank
New York
$204K – – –
MMA
62
Miracle Mile Advisors
California
$202K – – –
SS
63
Sunbelt Securities
Texas
$200K +$16.4K +1,349 +9%
BF
64
BOK Financial
Oklahoma
$178K – – –
AP
65
Americana Partners
Texas
$175K +$170K +14,000 New
NA
66
NewEdge Advisors
Louisiana
$173K – – –
KCM
67
Kanawha Capital Management
Virginia
$171K -$2.07K -170 -1%
APA
68
American Portfolios Advisors
New York
$157K – – –
MML Investors Services
69
MML Investors Services
Massachusetts
$156K +$2.18K +179 +1%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$146K – – –
MA
71
Mutual Advisors
Nebraska
$144K +$1.59K +131 +1%
EW
72
Evoke Wealth
California
$141K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
EWP
74
Engrave Wealth Partners
Texas
$134K +$131K +10,752 New
WA
75
Wealth Alliance
New York
$133K +$129K +10,627 New
1 2
3
4 5

ETY Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2019, worth a combined $324M — up 4.9% from $309M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 10 closed out — a net gain of 5 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.56M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $7.22M.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2019, up from 121 in Q3 2019.
  • Funds reported $324M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2019 and 10 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $3.56M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2019.