We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

112 hedge funds and large institutions have $377M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $348M → $377M (+$28.6M)

6% more funds holding

Funds holding: 106 → 112 (+6)

0.36% more ownership

Funds ownership: 18.63% → 18.98% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
40
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.06M
2
PAG
Private Advisor Group
New Jersey
+$1.83M
3
Wells Fargo
Wells Fargo
California
+$1.56M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$989K
5
RA
RFG Advisory
Alabama
+$782K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.71M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.83M
3
Invesco
Invesco
Georgia
-$687K
4
CF
Centaurus Financial
California
-$540K
5
Cohen & Steers
Cohen & Steers
New York
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$109K – – –
AP
77
Arlington Partners
Alabama
$96K +$95.3K +7,515 New
CCMW
78
Cypress Capital Management (Wyoming)
Wyoming
$91K – – –
KF
79
Krilogy Financial
Missouri
$72K +$70.7K +5,575 New
QCIG
80
Quad-Cities Investment Group
Iowa
$71K +$1.4K +110 +2%
PK
81
Pflug Koory
Nebraska
$64K – – –
NSIM
82
North Star Investment Management
Illinois
$62K – – –
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$58K +$1.13K +89 +2%
CFGS
84
Concourse Financial Group Securities
Alabama
$58K +$57K +4,500 New
CBT
85
Capital Bank & Trust
California
$56K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$56K – – –
FHA
87
First Horizon Advisors
Tennessee
$52K – – –
SWM
88
SeaCrest Wealth Management
New York
$50K – – –
AF
89
Allworth Financial
California
$48K – – –
RFA
90
Reilly Financial Advisors
California
$41K – – –
KL
91
KWMG LLC
Kansas
$35K – – –
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$32K +$31.7K +2,500 New
PWAG
93
Polaris Wealth Advisory Group
California
$31K +$30.5K +2,406 New
RBC
94
Roble Belko & Company
Pennsylvania
$28K – – –
AIM
95
Anchor Investment Management
South Carolina
$25.7K – – –
SF
96
Synovus Financial
Georgia
$24K +$23.7K +1,868 New
CHC
97
City Holding Co
West Virginia
$21K – – –
PSC
98
Prentiss Smith & Co
Vermont
$19K – – –
WB
99
Webster Bank
Connecticut
$19K – – –
GWM
100
Geneos Wealth Management
Colorado
$18K – – –
1 2 3
4
5

ETY Hedge Fund Activity: Q3 2018 in Review

112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2018, worth a combined $377M — up 8.2% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.06M. The largest seller was Raymond James & Associates, cutting an estimated $2.71M.

  • 112 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2018, up from 106 in Q2 2018.
  • Funds reported $377M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.06M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2018 was Raymond James & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2018.