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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

117 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $297M → $317M (+$19.8M)

2% more funds holding

Funds holding: 115 → 117 (+2)

0.09% more ownership

Funds ownership: 17.41% → 17.51% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% 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
18
Increased
41
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$3.19M
2
Morgan Stanley
Morgan Stanley
New York
+$2.62M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.29M
4
RA
RFG Advisory
Alabama
+$1.18M
5
RJA
Raymond James & Associates
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.25M
2
AAM
Advisors Asset Management
Colorado
-$1.34M
3
Bank of America
Bank of America
North Carolina
-$830K
4
WAM
Wolverine Asset Management
Illinois
-$809K
5
SFS
Shaker Financial Services
Virginia
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
76
Thompson Siegel & Walmsley
Virginia
$114K – – –
OC
77
Oakworth Capital
Alabama
$113K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$102K – – –
GAM
79
Griffin Asset Management
New York
$91K +$89.1K +7,585 New
CCMW
80
Cypress Capital Management (Wyoming)
Wyoming
$82K -$2.94K -250 -4%
IWA
81
IBEX Wealth Advisors
New Jersey
$74K +$73.4K +6,247 New
QCIG
82
Quad-Cities Investment Group
Iowa
$71K +$1.49K +127 +2%
FNB
83
Farmers National Bank
Kentucky
$60K – – –
PK
84
Pflug Koory
Nebraska
$60K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$53K +$634 +54 +1%
CBT
86
Capital Bank & Trust
California
$52K – – –
NFG
87
Next Financial Group
Texas
$49K +$47.8K +4,072 New
S
88
SignatureFD
Georgia
$49K +$48K +4,087 New
AF
89
Allworth Financial
California
$46K +$951 +81 +2%
GWM
90
Geneos Wealth Management
Colorado
$45K – – –
RFA
91
Reilly Financial Advisors
California
$39K – – –
AIM
92
Arcadia Investment Management
Michigan
$36K +$35.2K +3,000 New
BWL
93
Bogart Wealth LLC
Virginia
$34K – – –
RBC
94
Roble Belko & Company
Pennsylvania
$26K – – –
PGAM
95
Princeton Global Asset Management
New Jersey
$25K +$24.7K +2,103 New
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$24K -$272K -23,131 -92%
AIM
97
Anchor Investment Management
South Carolina
$24K – – –
SF
98
Synovus Financial
Georgia
$22K – – –
AIS
99
Accurate Investment Solutions
Pennsylvania
$22K +$458 +39 +2%
EIP
100
Ellis Investment Partners
Pennsylvania
$21K +$21K +1,788 New
2 3
4
5 6

ETY Hedge Fund Activity: Q2 2019 in Review

117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2019, worth a combined $317M — up 6.7% from $297M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETY positions and 14 closed out — a net gain of 4 holders — while 41 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.19M. The largest seller was Guggenheim Capital, cutting an estimated $2.25M.

  • 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2019, up from 115 in Q1 2019.
  • Funds reported $317M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2019, up 6.7% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2019 and 14 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.19M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2019.