We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

161 hedge funds and large institutions have $359M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $310M → $359M (+$49.5M)

12% more funds holding

Funds holding: 144 → 161 (+17)

0.57% more ownership

Funds ownership: 18.76% → 19.33% (+0.57%)

Holders
161
Holders Change
+17
Holders Change %
+11.81%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
50
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.45M
2
Wells Fargo
Wells Fargo
California
+$3.23M
3
FAM
Flaharty Asset Management
Florida
+$2.63M
4
MPCG
Matrix Private Capital Group
New York
+$1.65M
5
Cohen & Steers
Cohen & Steers
New York
+$873K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.29M
2
RA
RFG Advisory
Alabama
-$3.68M
3
PAG
Private Advisor Group
New Jersey
-$2.8M
4
WAM
Wolverine Asset Management
Illinois
-$1.32M
5
GC
Guggenheim Capital
Illinois
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
51
Centaurus Financial
California
$488K -$22.7K -1,949 -5%
BRWA
52
B. Riley Wealth Advisors
Florida
$448K +$157K +13,498 +59%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$403K -$12.3K -1,061 -3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$390K +$370K +31,862 New
EVM
55
Eaton Vance Management
Massachusetts
$382K +$20.9K +1,795 +6%
AWA
56
Arete Wealth Advisors
Illinois
$364K -$9.03K -777 -3%
CA
57
Cetera Advisors
Colorado
$341K +$4.04K +348 +1%
CAN
58
Cetera Advisor Networks
California
$339K +$7.18K +618 +2%
IWM
59
IHT Wealth Management
Illinois
$336K +$319K +27,431 New
EH
60
Equitable Holdings
New York
$329K – – –
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$328K +$21K +1,809 +7%
FWM
62
Focused Wealth Management
New York
$326K -$20.7K -1,779 -6%
WS
63
Wedbush Securities
California
$311K +$54.8K +4,714 +23%
SI
64
Stephens Inc
Arkansas
$298K +$325 +28 +0.1%
Franklin Resources
65
Franklin Resources
California
$293K – – –
Comerica Bank
66
Comerica Bank
Texas
$290K +$271K +23,333 New
RVPG
67
Relative Value Partners Group
$261K +$131K +11,300 +113%
CWA
68
Capital Wealth Alliance
Arizona
$259K +$81 +7 +0%
AIC
69
Ameritas Investment Company
Nebraska
$259K +$38.7K +3,326 +19%
Mariner
70
Mariner
Kansas
$258K +$28.5K +2,450 +13%
GWS
71
Glassman Wealth Services
Virginia
$256K +$62.6K +5,390 +35%
KAS
72
Kestra Advisory Services
Texas
$254K +$241K +20,710 New
DWM
73
Dakota Wealth Management
Florida
$246K -$103K -8,900 -31%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$245K +$232K +20,000 New
CAN
75
Claraphi Advisory Network
United States
$241K -$13.4K -1,149 -6%
1 2
3
4 5

ETY Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2020, worth a combined $359M — up 16% from $310M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ETY positions and 13 closed out — a net gain of 18 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $3.45M. The largest seller was Karpus Investment Management, cutting an estimated $6.29M.

  • 161 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $359M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2020, up 16% quarter-over-quarter.
  • 31 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2020 and 13 closed out, a net change of +18 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2020 was UBS Group, an estimated $3.45M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2020.