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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

142 hedge funds and large institutions have $264M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

14% more funds holding

Funds holding: 125 → 142 (+17)

1.42% more ownership

Funds ownership: 17.26% → 18.67% (+1.4%)

19% less capital invested

Capital invested by funds: $324M → $264M (-$60.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
142
Holders Change
+17
Holders Change %
+13.6%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
39
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$23.3M
2
Goldman Sachs
Goldman Sachs
New York
+$2.81M
3
RA
RFG Advisory
Alabama
+$2.11M
4
WAM
Wolverine Asset Management
Illinois
+$2.07M
5
LCM
Landscape Capital Management
New Jersey
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.96M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.76M
3
Bank of America
Bank of America
North Carolina
-$706K
4
AAM
Advisors Asset Management
Colorado
-$429K
5
UBS Group
UBS Group
Switzerland
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
51
Inscription Capital
Texas
$322K – – –
EM
52
ELCO Management
New York
$309K -$16.9K -1,467 -4%
EVM
53
Eaton Vance Management
Massachusetts
$294K +$5.94K +517 +2%
AWA
54
Arete Wealth Advisors
Illinois
$284K +$690K +60,000 +197%
FAAS
55
First Allied Advisory Services
California
$276K +$133K +11,557 +64%
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$270K +$104K +9,040 +45%
AWM
57
Argent Wealth Management
Massachusetts
$267K -$363K -31,567 -53%
FWM
58
Focused Wealth Management
New York
$263K -$51.9K -4,515 -14%
WEC
59
Winslow Evans & Crocker
Massachusetts
$262K – – –
CA
60
Cetera Advisors
Colorado
$256K +$8.69K +756 +3%
EH
61
Equitable Holdings
New York
$250K +$309K +26,847 New
CGA
62
Crescent Grove Advisors
Illinois
$236K +$291K +25,352 New
CAN
63
Claraphi Advisory Network
United States
$219K +$270K +23,531 New
DWM
64
Dakota Wealth Management
Florida
$219K +$271K +23,555 New
SI
65
Stephens Inc
Arkansas
$218K +$598 +52 +0.2%
Northern Trust
66
Northern Trust
Illinois
$213K +$263K +22,850 New
DA
67
Doliver Advisors
Texas
$193K +$217K +18,901 New
BRWA
68
B. Riley Wealth Advisors
Florida
$187K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$185K +$782 +68 +0.3%
AIC
70
Ameritas Investment Company
Nebraska
$170K +$9.69K +843 +5%
WS
71
Wedbush Securities
California
$170K +$209K +18,217 New
MA
72
MONECO Advisors
Connecticut
$167K +$206K +17,932 New
Comerica Bank
73
Comerica Bank
Texas
$165K +$188K +16,359 New
FWM
74
Frontier Wealth Management
Missouri
$156K – – –
MWM
75
Mission Wealth Management
California
$154K – – –
1 2
3
4 5

ETY Hedge Fund Activity: Q1 2020 in Review

142 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2020, worth a combined $264M — down 19% from $324M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ETY positions and 15 closed out — a net gain of 19 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $8.96M.

  • 142 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2020, up from 125 in Q4 2019.
  • Funds reported $264M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2020, down 19% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2020 and 15 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $23.3M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $8.96M sold.

Based on aggregated 13F filings for Q1 2020.