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Eaton Vance Tax-Managed Diversified Equity Income Fund

146 hedge funds and large institutions have $308M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $264M → $308M (+$44.1M)

3% more funds holding

Funds holding: 142146 (+4)

0.12% more ownership

Funds ownership: 18.67%18.8% (+0.12%)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
50
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UR
76
USCA RIA
Texas
$192K +$184K +17,800 New
MC
77
Moors & Cabot
Massachusetts
$189K +$181K +17,519 New
FWM
78
Frontier Wealth Management
Missouri
$181K
MWM
79
Mission Wealth Management
California
$178K
MMA
80
Miracle Mile Advisors
California
$174K
CWA
81
Capital Wealth Alliance
Arizona
$169K -$334K -32,287 -67%
BF
82
BOK Financial
Oklahoma
$153K -$6.73K -650 -4%
AP
83
Americana Partners
Texas
$150K
MML Investors Services
84
MML Investors Services
Massachusetts
$147K +$8.99K +869 +7%
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$138K +$486 +47 +0.4%
MA
86
Mutual Advisors
Nebraska
$138K +$12K +1,160 +10%
APA
87
American Portfolios Advisors
New York
$135K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$134K
NA
89
NewEdge Advisors
Louisiana
$134K +$1.3K +126 +1%
PWP
90
Principle Wealth Partners
Connecticut
$129K
Comerica Bank
91
Comerica Bank
Texas
$120K -$56.9K -5,495 -34%
M&T Bank
92
M&T Bank
New York
$119K
BW
93
Bison Wealth
Georgia
$117K +$2.81K +271 +3%
EWP
94
Engrave Wealth Partners
Texas
$115K
WA
95
Wealth Alliance
New York
$115K
KF
96
Krilogy Financial
Missouri
$112K
BAS
97
Brown Advisory Securities
Maryland
$112K +$1.4K +135 +1%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$112K +$1.89K +183 +2%
IFWM
99
Institute for Wealth Management
Colorado
$111K
WIA
100
Wealthstreet Investment Advisors
Texas
$110K

ETY Hedge Fund Activity: Q2 2020 in Review

146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2020, worth a combined $308M — up 17% from $264M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 11 closed out — a net gain of 4 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.32M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 146 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $308M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $4.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2020.