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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

117 hedge funds and large institutions have $321M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

15% more funds holding

Funds holding: 102 → 117 (+15)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $296M → $321M (+$25.4M)

0.64% more ownership

Funds ownership: 16.85% → 17.49% (+0.64%)

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
33
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$6.82M
2
SIA
Starfire Investment Advisers
Michigan
+$4.15M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$2.48M
4
AAM
Advisors Asset Management
Colorado
+$2.33M
5
GC
Guggenheim Capital
Illinois
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$6.69M
2
PAG
Private Advisor Group
New Jersey
-$1.64M
3
IA
IFP Advisors
Florida
-$848K
4
Morgan Stanley
Morgan Stanley
New York
-$737K
5
Citadel Advisors
Citadel Advisors
Florida
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
76
IMS Capital Management
Oregon
$127K -$5.16K -435 -4%
Goldman Sachs
77
Goldman Sachs
New York
$125K -$145K -12,250 -55%
BAS
78
Brown Advisory Securities
Maryland
$125K – – –
SWP
79
Stratos Wealth Partners
Ohio
$124K +$121K +10,212 New
FCH
80
Freestone Capital Holdings
Washington
$122K – – –
RVPG
81
Relative Value Partners Group
$122K – – –
TSW
82
Thompson Siegel & Walmsley
Virginia
$116K – – –
VIA
83
Vantage Investment Advisors
Pennsylvania
$115K – – –
OC
84
Oakworth Capital
Alabama
$112K – – –
Bessemer Group
85
Bessemer Group
New Jersey
$104K – – –
RFC
86
Regions Financial Corp
Alabama
$82K +$80.1K +6,751 New
IWM
87
IHT Wealth Management
Illinois
$76K – – –
KF
88
Krilogy Financial
Missouri
$68K – – –
FNB
89
Farmers National Bank
Kentucky
$61K +$59.3K +5,000 New
APA
90
American Portfolios Advisors
New York
$57.2K +$55.7K +4,695 New
CBT
91
Capital Bank & Trust
California
$53K +$51.4K +4,330 New
WAM
92
Wealthspire Advisors (Maryland)
Maryland
$52K +$1.04K +88 +2%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$51K +$49.2K +4,150 New
RAM
94
Riggs Asset Management
Pennsylvania
$49K – – –
SWM
95
SeaCrest Wealth Management
New York
$47K +$45.9K +3,866 New
AF
96
Allworth Financial
California
$45K – – –
RFA
97
Reilly Financial Advisors
California
$39K – – –
RBC
98
Roble Belko & Company
Pennsylvania
$26K – – –
AIM
99
Anchor Investment Management
South Carolina
$24.4K – – –
CHC
100
City Holding Co
West Virginia
$20K -$2.42K -204 -11%
1 2 3
4
5

ETY Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2017, worth a combined $321M — up 8.6% from $296M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETY positions and 7 closed out — a net gain of 15 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $6.82M. The largest seller was Cohen & Steers, cutting an estimated $6.69M.

  • 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $321M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2017 and 7 closed out, a net change of +15 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $6.82M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2017 was Cohen & Steers, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2017.