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Eaton Vance Tax-Managed Diversified Equity Income Fund

103 hedge funds and large institutions have $344M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

17% more funds holding

Funds holding: 88103 (+15)

2% more capital invested

Capital invested by funds: $338M → $344M (+$5.62M)

0.76% more ownership

Funds ownership: 19.71%20.47% (+0.76%)

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$84K
NPC
77
National Planning Corporation
California
$82.2K +$84.7K +7,409 New
Creative Planning
78
Creative Planning
Kansas
$70K
MFS
79
MSI Financial Services
Massachusetts
$56K -$28.6K -2,500 -33%
First Manhattan
80
First Manhattan
New York
$55K
CPIG
81
Chicago Partners Investment Group
Illinois
$46K +$46.6K +4,079 New
RAM
82
Riggs Asset Management
Pennsylvania
$45K
CHC
83
City Holding Co
West Virginia
$40K
RFA
84
Reilly Financial Advisors
California
$36K
NFG
85
Next Financial Group
Texas
$32K +$2.07K +181 +7%
MA
86
MUFG Americas
New York
$29K
WA
87
WFG Advisors
Texas
$26K -$60.6K -5,300 -70%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$25K
ST
89
Somerset Trust
Pennsylvania
$21K
CPA
90
Cowen Prime Advisors
New York
$18K +$9.36K +819 +100%
SF
91
Synovus Financial
Georgia
$17K +$17.3K +1,511 New
AllianceBernstein
92
AllianceBernstein
Tennessee
$12K
VNA
93
Valley National Advisers
Pennsylvania
$12K +$12.7K +1,110 New
AA
94
AlphaMark Advisors
Kentucky
$11K
FMP
95
Financial Management Professionals
Texas
$11K
NES
96
New England Securities
New York
$11K
BCM
97
Blume Capital Management
California
$9K
LFR
98
Lehman Financial Resources
Pennsylvania
$6K
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$6K +$5.71K +500 New
CFSG
100
Community Financial Services Group
Vermont
$5K +$5.14K +450 New

ETY Hedge Fund Activity: Q4 2014 in Review

103 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2014, worth a combined $344M — up 1.7% from $338M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETY positions and 3 closed out — a net gain of 16 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.9M. The largest seller was Advisors Asset Management, cutting an estimated $5.86M.

  • 103 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2014, up from 88 in Q3 2014.
  • Funds reported $344M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2014, up 1.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2014 and 3 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $11.9M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2014 was Advisors Asset Management, an estimated $5.86M sold.

Based on aggregated 13F filings for Q4 2014.