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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

142 hedge funds and large institutions have $264M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

14% more funds holding

Funds holding: 125 → 142 (+17)

1.42% more ownership

Funds ownership: 17.26% → 18.67% (+1.4%)

19% less capital invested

Capital invested by funds: $324M → $264M (-$60.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
142
Holders Change
+17
Holders Change %
+13.6%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
39
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$23.3M
2
Goldman Sachs
Goldman Sachs
New York
+$2.81M
3
RA
RFG Advisory
Alabama
+$2.11M
4
WAM
Wolverine Asset Management
Illinois
+$2.07M
5
LCM
Landscape Capital Management
New Jersey
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.96M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.76M
3
Bank of America
Bank of America
North Carolina
-$706K
4
AAM
Advisors Asset Management
Colorado
-$429K
5
UBS Group
UBS Group
Switzerland
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
76
Miracle Mile Advisors
California
$150K – – –
BF
77
BOK Financial
Oklahoma
$138K +$7.47K +650 +5%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
AP
79
Americana Partners
Texas
$130K – – –
CAN
80
Cetera Advisor Networks
California
$123K +$151K +13,171 New
PFPT
81
Pinnacle Financial Partners (Tennessee)
Tennessee
$119K -$103K -8,987 -41%
MML Investors Services
82
MML Investors Services
Massachusetts
$119K +$3.48K +303 +2%
APA
83
American Portfolios Advisors
New York
$117K – – –
NA
84
NewEdge Advisors
Louisiana
$115K -$17.6K -1,529 -11%
PWP
85
Principle Wealth Partners
Connecticut
$112K +$138K +12,000 New
MA
86
Mutual Advisors
Nebraska
$108K +$1.77K +154 +1%
M&T Bank
87
M&T Bank
New York
$102K -$61.7K -5,367 -33%
EWP
88
Engrave Wealth Partners
Texas
$100K – – –
WA
89
Wealth Alliance
New York
$99K – – –
BW
90
Bison Wealth
Georgia
$98K +$2.53K +220 +2%
BAS
91
Brown Advisory Securities
Maryland
$97K – – –
KF
92
Krilogy Financial
Missouri
$97K +$119K +10,364 New
IFWM
93
Institute for Wealth Management
Colorado
$96K -$2.87K -250 -2%
RFC
94
Regions Financial Corp
Alabama
$96K +$119K +10,391 New
WIA
95
Wealthstreet Investment Advisors
Texas
$95K – – –
EDRIA
96
Edmonds Duncan Registered Investment Advisors
Kansas
$95K +$117K +10,176 New
CFGS
97
Concourse Financial Group Securities
Alabama
$93K +$10.3K +897 +10%
Bessemer Group
98
Bessemer Group
New Jersey
$79K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$70K – – –
HIA
100
Harbor Investment Advisory
Maryland
$65K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q1 2020 in Review

142 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2020, worth a combined $264M — down 19% from $324M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ETY positions and 15 closed out — a net gain of 19 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $8.96M.

  • 142 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2020, up from 125 in Q4 2019.
  • Funds reported $264M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2020, down 19% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2020 and 15 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $23.3M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $8.96M sold.

Based on aggregated 13F filings for Q1 2020.