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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

102 hedge funds and large institutions have $296M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $288M → $296M (+$7.86M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 16.93% → 16.85% (-0.09%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 104 → 102 (-2)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
41
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.62M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$2.27M
3
RA
RFG Advisory
Alabama
+$2.19M
4
GC
Guggenheim Capital
Illinois
+$1.07M
5
Ameriprise
Ameriprise
Minnesota
+$583K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.32M
2
UBS Group
UBS Group
Switzerland
-$2.51M
3
Millennium Management
Millennium Management
New York
-$1.58M
4
Cohen & Steers
Cohen & Steers
New York
-$1.18M
5
AAM
Advisors Asset Management
Colorado
-$975K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
76
Krilogy Financial
Missouri
$65K – – –
WAM
77
Wealthspire Advisors (Maryland)
Maryland
$48K +$1.04K +91 +2%
RAM
78
Riggs Asset Management
Pennsylvania
$47K – – –
AF
79
Allworth Financial
California
$43K – – –
RFA
80
Reilly Financial Advisors
California
$38K – – –
FANJ
81
Financial Architects (New Jersey)
New Jersey
$27K +$26.6K +2,331 New
RBC
82
Roble Belko & Company
Pennsylvania
$25K – – –
AIM
83
Anchor Investment Management
South Carolina
$23.3K +$22.8K +2,000 New
CHC
84
City Holding Co
West Virginia
$22K -$41.4K -3,625 -66%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$20K +$19.3K +1,694 New
GWM
86
Geneos Wealth Management
Colorado
$18K +$16.1K +1,407 +853%
PSC
87
Prentiss Smith & Co
Vermont
$17K – – –
WB
88
Webster Bank
Connecticut
$17K – – –
JWA
89
JFS Wealth Advisors
Pennsylvania
$16K +$343 +30 +2%
FMP
90
Financial Management Professionals
Texas
$11K – – –
TCM
91
Tradewinds Capital Management
Washington
$9K – – –
RWA
92
Ropes Wealth Advisors
Massachusetts
$9K +$8.84K +774 New
FCB
93
First Command Bank
Texas
$9K +$9.13K +800 New
FCFS
94
First Command Financial Services
Texas
$9K +$9.13K +800 New
TRCT
95
Tower Research Capital (TRC)
New York
$8K -$45.1K -3,952 -85%
US Bancorp
96
US Bancorp
Minnesota
$8K – – –
AA
97
AlphaMark Advisors
Kentucky
$6K – – –
CFA
98
Carroll Financial Associates
North Carolina
$5K – – –
SIM
99
Sonora Investment Management
Arizona
$4.9K – – –
MRCM
100
M&R Capital Management
New Jersey
$3K – – –
1 2 3
4
5

ETY Hedge Fund Activity: Q3 2017 in Review

102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2017, worth a combined $296M — up 2.7% from $288M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETY and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $3.62M. The largest seller was Invesco, cutting an estimated $4.32M.

  • 102 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2017, down from 104 in Q2 2017.
  • Funds reported $296M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2017 and 12 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2017 was Morgan Stanley, an estimated $3.62M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2017 was Invesco, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2017.