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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

121 hedge funds and large institutions have $309M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

3% more funds holding

Funds holding: 117 → 121 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.2% less ownership

Funds ownership: 17.51% → 17.31% (-0.2%)

3% less capital invested

Capital invested by funds: $317M → $309M (-$8.44M)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
34
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Parsons Capital Management
Rhode Island
+$2.57M
2
Wells Fargo
Wells Fargo
California
+$1.5M
3
GC
Guggenheim Capital
Illinois
+$1.05M
4
RA
RFG Advisory
Alabama
+$792K
5
FAM
Formidable Asset Management
Ohio
+$592K

Top Sellers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
-$3.51M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.64M
4
AAM
Advisors Asset Management
Colorado
-$1.45M
5
Cohen & Steers
Cohen & Steers
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$132K -$65.8K -5,521 -33%
BAS
77
Brown Advisory Securities
Maryland
$122K – – –
WIA
78
Wealthstreet Investment Advisors
Texas
$122K – – –
BW
79
Bison Wealth
Georgia
$120K +$121K +10,123 New
RVPG
80
Relative Value Partners Group
$119K – – –
TSW
81
Thompson Siegel & Walmsley
Virginia
$113K – – –
OC
82
Oakworth Capital
Alabama
$112K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$101K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$89K +$36.8K +3,088 +70%
CCMW
85
Cypress Capital Management (Wyoming)
Wyoming
$81K – – –
QCIG
86
Quad-Cities Investment Group
Iowa
$72K +$1.51K +127 +2%
PK
87
Pflug Koory
Nebraska
$60K – – –
WB
88
Webster Bank
Connecticut
$57K +$39.6K +3,325 +222%
NSIM
89
North Star Investment Management
Illinois
$57K +$57.2K +4,800 New
CBT
90
Capital Bank & Trust
California
$52K – – –
S
91
SignatureFD
Georgia
$49K – – –
NFG
92
Next Financial Group
Texas
$48K – – –
AF
93
Allworth Financial
California
$46K +$322 +27 +0.7%
GWM
94
Geneos Wealth Management
Colorado
$45K – – –
RFA
95
Reilly Financial Advisors
California
$38K – – –
AIM
96
Arcadia Investment Management
Michigan
$36K – – –
BWL
97
Bogart Wealth LLC
Virginia
$34K – – –
SFS
98
Sowell Financial Services
Arkansas
$28K +$27.5K +2,311 New
PGAM
99
Princeton Global Asset Management
New Jersey
$26K – – –
RBC
100
Roble Belko & Company
Pennsylvania
$26K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q3 2019 in Review

121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2019, worth a combined $309M — down 2.7% from $317M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETY positions and 14 closed out — a net gain of 5 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Parsons Capital Management, opening a new position worth an estimated $2.57M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $3.51M sold.

  • 121 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2019, up from 117 in Q2 2019.
  • Funds reported $309M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2019 and 14 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2019 was Parsons Capital Management, an estimated $2.57M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2019 was Seizert Capital Partners, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2019.