We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $324M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 121 → 125 (+4)

5% more capital invested

Capital invested by funds: $309M → $324M (+$15.1M)

0.05% less ownership

Funds ownership: 17.31% → 17.26% (-0.05%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
37
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.56M
2
MFG
Merit Financial Group
Georgia
+$1.33M
3
UBS Group
UBS Group
Switzerland
+$1.15M
4
LPL Financial
LPL Financial
California
+$943K
5
Invesco
Invesco
Georgia
+$916K

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$7.22M
2
AAM
Advisors Asset Management
Colorado
-$1.98M
3
GC
Guggenheim Capital
Illinois
-$1.34M
4
PAG
Private Advisor Group
New Jersey
-$1.31M
5
FAM
Formidable Asset Management
Ohio
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$132K -$14.1K -1,160 -10%
Creative Planning
77
Creative Planning
Kansas
$131K -$103K -8,490 -45%
SAM
78
Seelaus Asset Management
New Jersey
$129K -$72.4K -5,950 -37%
BW
79
Bison Wealth
Georgia
$129K +$2.6K +214 +2%
BAS
80
Brown Advisory Securities
Maryland
$128K – – –
WIA
81
Wealthstreet Investment Advisors
Texas
$128K – – –
RVPG
82
Relative Value Partners Group
$125K – – –
OC
83
Oakworth Capital
Alabama
$118K – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$114K -$24.1K -1,979 -18%
Bessemer Group
85
Bessemer Group
New Jersey
$106K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$94K – – –
HIA
87
Harbor Investment Advisory
Maryland
$88K +$85.4K +7,025 New
CCMW
88
Cypress Capital Management (Wyoming)
Wyoming
$85K – – –
PK
89
Pflug Koory
Nebraska
$63K – – –
NSIM
90
North Star Investment Management
Illinois
$60K – – –
WB
91
Webster Bank
Connecticut
$60K – – –
BCWM
92
Bartlett & Co Wealth Management
Ohio
$59.1K +$57.5K +4,724 New
CBT
93
Capital Bank & Trust
California
$54K – – –
NFG
94
Next Financial Group
Texas
$51K – – –
S
95
SignatureFD
Georgia
$51K – – –
AF
96
Allworth Financial
California
$48K – – –
GWM
97
Geneos Wealth Management
Colorado
$47K – – –
RFA
98
Reilly Financial Advisors
California
$40K – – –
AIM
99
Arcadia Investment Management
Michigan
$38K – – –
ASN
100
Advisory Services Network
Georgia
$38K +$37K +3,045 New
2 3
4
5 6

ETY Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2019, worth a combined $324M — up 4.9% from $309M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 10 closed out — a net gain of 5 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.56M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $7.22M.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2019, up from 121 in Q3 2019.
  • Funds reported $324M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2019 and 10 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $3.56M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2019 was Advocacy Wealth Management Services, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2019.