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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

146 hedge funds and large institutions have $308M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $264M → $308M (+$44.1M)

3% more funds holding

Funds holding: 142 → 146 (+4)

0.12% more ownership

Funds ownership: 18.67% → 18.8% (+0.12%)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
50
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.32M
2
KIM
Karpus Investment Management
New York
+$1.59M
3
Invesco
Invesco
Georgia
+$1.54M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.45M
5
Cohen & Steers
Cohen & Steers
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.22M
2
UBS Group
UBS Group
Switzerland
-$1.45M
3
LCM
Landscape Capital Management
New Jersey
-$1.29M
4
WAM
Wolverine Asset Management
Illinois
-$1.25M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
51
RB Capital Management
Nevada
$446K -$41.3K -3,992 -9%
DA
52
Doliver Advisors
Texas
$376K +$165K +15,959 +84%
IC
53
Inscription Capital
Texas
$372K – – –
EVM
54
Eaton Vance Management
Massachusetts
$347K +$6.51K +629 +2%
FAAS
55
First Allied Advisory Services
California
$338K +$18.6K +1,801 +6%
AWA
56
Arete Wealth Advisors
Illinois
$329K -$621K -60,000 -66%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$325K +$12.4K +1,195 +4%
AWM
58
Argent Wealth Management
Massachusetts
$320K – – –
DWM
59
Dakota Wealth Management
Florida
$313K +$56.6K +5,465 +23%
FWM
60
Focused Wealth Management
New York
$305K +$911 +88 +0.3%
CA
61
Cetera Advisors
Colorado
$295K -$517 -50 -0.2%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$292K -$173K -16,738 -38%
WEC
63
Winslow Evans & Crocker
Massachusetts
$292K -$10.4K -1,001 -4%
CAN
64
Cetera Advisor Networks
California
$292K +$144K +13,899 +106%
EH
65
Equitable Holdings
New York
$289K – – –
Franklin Resources
66
Franklin Resources
California
$265K +$248K +23,945 New
SI
67
Stephens Inc
Arkansas
$262K +$8.57K +828 +4%
CAN
68
Claraphi Advisory Network
United States
$261K +$7.24K +700 +3%
LCM
69
Landscape Capital Management
New Jersey
$240K -$1.29M -124,396 -85%
WS
70
Wedbush Securities
California
$228K +$30.8K +2,978 +16%
BRWA
71
B. Riley Wealth Advisors
Florida
$216K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$202K -$11.1K -1,068 -5%
Mariner
73
Mariner
Kansas
$201K +$193K +18,616 New
MA
74
MONECO Advisors
Connecticut
$193K – – –
AIC
75
Ameritas Investment Company
Nebraska
$192K -$3.87K -374 -2%
1 2
3
4 5

ETY Hedge Fund Activity: Q2 2020 in Review

146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2020, worth a combined $308M — up 17% from $264M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 11 closed out — a net gain of 4 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.32M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 146 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $308M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $4.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2020.