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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $287M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

12% more funds holding

Funds holding: 112 → 125 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.29% less ownership

Funds ownership: 18.98% → 18.7% (-0.29%)

24% less capital invested

Capital invested by funds: $377M → $287M (-$89.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
36
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.32M
2
WAM
Wolverine Asset Management
Illinois
+$2.01M
3
AGM
Alpine Global Management
New York
+$1.78M
4
WAM
Weiss Asset Management
Massachusetts
+$1.75M
5
SFS
Shaker Financial Services
Virginia
+$953K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$11.1M
2
Stifel Financial
Stifel Financial
Missouri
-$5.26M
3
RA
RFG Advisory
Alabama
-$3.94M
4
GC
Guggenheim Capital
Illinois
-$3.72M
5
Bank of America
Bank of America
North Carolina
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
Mutual Advisors
Nebraska
$112K +$1.5K +131 +1%
WIA
77
Wealthstreet Investment Advisors
Texas
$111K +$117K +10,200 New
BAS
78
Brown Advisory Securities
Maryland
$106K – – –
RVPG
79
Relative Value Partners Group
$102K – – –
APA
80
American Portfolios Advisors
New York
$101K -$3.58K -312 -3%
TSW
81
Thompson Siegel & Walmsley
Virginia
$97K – – –
OC
82
Oakworth Capital
Alabama
$96K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$87K – – –
CCMW
84
Cypress Capital Management (Wyoming)
Wyoming
$72K – – –
QCIG
85
Quad-Cities Investment Group
Iowa
$58K +$1.36K +119 +2%
PK
86
Pflug Koory
Nebraska
$51K – – –
BOPW
87
Brandywine Oak Private Wealth
Pennsylvania
$50K +$56.9K +4,956 New
NSIM
88
North Star Investment Management
Illinois
$49K – – –
WAM
89
Wealthspire Advisors (Maryland)
Maryland
$47K +$1.22K +106 +2%
CBT
90
Capital Bank & Trust
California
$44K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$44K – – –
NFG
92
Next Financial Group
Texas
$42K +$46.7K +4,072 New
SWM
93
SeaCrest Wealth Management
New York
$39K – – –
AF
94
Allworth Financial
California
$38K – – –
RFA
95
Reilly Financial Advisors
California
$33K – – –
KL
96
KWMG LLC
Kansas
$28K – – –
GWM
97
Geneos Wealth Management
Colorado
$27K +$15.1K +1,320 +94%
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$26K – – –
RBC
99
Roble Belko & Company
Pennsylvania
$22K – – –
AIM
100
Anchor Investment Management
South Carolina
$20.4K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q4 2018 in Review

125 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2018, worth a combined $287M — down 24% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ETY positions and 15 closed out — a net gain of 14 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.32M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $11.1M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $287M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2018 and 15 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $2.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2018.