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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

144 hedge funds and large institutions have $310M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

1% more capital invested

Capital invested by funds: $308M → $310M (+$2.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.04% less ownership

Funds ownership: 18.8% → 18.76% (-0.04%)

1% less funds holding

Funds holding: 146 → 144 (-2)

Holders
144
Holders Change
-2
Holders Change %
-1.37%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.25M
3
WAM
Wolverine Asset Management
Illinois
+$695K
4
GC
Guggenheim Capital
Illinois
+$390K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$357K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.54M
2
SFS
Shaker Financial Services
Virginia
-$983K
3
RJA
Raymond James & Associates
Florida
-$915K
4
Invesco
Invesco
Georgia
-$860K
5
KIM
Karpus Investment Management
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
51
Focused Wealth Management
New York
$309K +$1.1K +99 +0.3%
CA
52
Cetera Advisors
Colorado
$299K +$1.31K +118 +0.4%
CAN
53
Cetera Advisor Networks
California
$294K -$389 -35 -0.1%
EH
54
Equitable Holdings
New York
$292K – – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$287K -$57.7K -5,190 -17%
IC
56
Inscription Capital
Texas
$270K -$108K -9,742 -28%
SI
57
Stephens Inc
Arkansas
$265K +$455 +41 +0.2%
WEC
58
Winslow Evans & Crocker
Massachusetts
$264K -$31.1K -2,800 -10%
Franklin Resources
59
Franklin Resources
California
$261K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$251K +$33.3K +3,000 +15%
FAAS
61
First Allied Advisory Services
California
$250K -$93.1K -8,382 -27%
WJWM
62
Williams Jones Wealth Management
New York
$239K +$244K +21,938 New
CWA
63
Capital Wealth Alliance
Arizona
$229K +$58.4K +5,255 +33%
CAN
64
Claraphi Advisory Network
United States
$227K -$37.9K -3,410 -14%
WS
65
Wedbush Securities
California
$225K -$5.99K -539 -3%
Northern Trust
66
Northern Trust
Illinois
$204K -$253K -22,760 -55%
Mariner
67
Mariner
Kansas
$203K – – –
MA
68
MONECO Advisors
Connecticut
$195K – – –
AIC
69
Ameritas Investment Company
Nebraska
$192K – – –
FWM
70
Frontier Wealth Management
Missouri
$183K – – –
MWM
71
Mission Wealth Management
California
$180K – – –
MMA
72
Miracle Mile Advisors
California
$176K – – –
GWS
73
Glassman Wealth Services
Virginia
$169K +$173K +15,545 New
BCP
74
Blue Chip Partners
Michigan
$160K +$163K +14,680 New
BF
75
BOK Financial
Oklahoma
$154K – – –
1 2
3
4 5

ETY Hedge Fund Activity: Q3 2020 in Review

144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2020, worth a combined $310M — up 0.78% from $308M a quarter earlier.

Fund positioning in ETY was balanced in Q3 2020: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 36 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.84M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.54M sold.

  • 144 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2020, down from 146 in Q2 2020.
  • Funds reported $310M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2020, up 0.78% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2020 and 15 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2020 was Cohen & Steers, an estimated $2.84M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2020 was Goldman Sachs, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2020.