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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

144 hedge funds and large institutions have $310M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

1% more capital invested

Capital invested by funds: $308M → $310M (+$2.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.04% less ownership

Funds ownership: 18.8% → 18.76% (-0.04%)

1% less funds holding

Funds holding: 146 → 144 (-2)

Holders
144
Holders Change
-2
Holders Change %
-1.37%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
39
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.25M
3
WAM
Wolverine Asset Management
Illinois
+$695K
4
GC
Guggenheim Capital
Illinois
+$390K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$357K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.54M
2
SFS
Shaker Financial Services
Virginia
-$983K
3
RJA
Raymond James & Associates
Florida
-$915K
4
Invesco
Invesco
Georgia
-$860K
5
KIM
Karpus Investment Management
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
76
Americana Partners
Texas
$152K – – –
MML Investors Services
77
MML Investors Services
Massachusetts
$148K +$178 +16 +0.1%
MA
78
Mutual Advisors
Nebraska
$148K +$8.39K +755 +6%
Cerity Partners
79
Cerity Partners
New York
$147K -$528K -47,573 -78%
PFPT
80
Pinnacle Financial Partners (Tennessee)
Tennessee
$140K +$89 +8 +0.1%
MC
81
Moors & Cabot
Massachusetts
$139K -$52.9K -4,761 -27%
KPWS
82
Kestra Private Wealth Services
Texas
$137K +$140K +12,610 New
APA
83
American Portfolios Advisors
New York
$137K – – –
NA
84
NewEdge Advisors
Louisiana
$136K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
PWP
86
Principle Wealth Partners
Connecticut
$131K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$126K -$80K -7,200 -38%
BW
88
Bison Wealth
Georgia
$121K +$2.75K +248 +2%
M&T Bank
89
M&T Bank
New York
$120K – – –
CRC
90
Curi RMB Capital
Illinois
$117K +$119K +10,715 New
WA
91
Wealth Alliance
New York
$116K – – –
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$115K +$2.38K +214 +2%
BAS
93
Brown Advisory Securities
Maryland
$114K +$1.46K +131 +1%
Lido Advisors
94
Lido Advisors
California
$114K +$116K +10,450 New
KF
95
Krilogy Financial
Missouri
$113K – – –
IFWM
96
Institute for Wealth Management
Colorado
$112K – – –
WIA
97
Wealthstreet Investment Advisors
Texas
$111K – – –
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$109K – – –
RVPG
99
Relative Value Partners Group
$109K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$98K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q3 2020 in Review

144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2020, worth a combined $310M — up 0.78% from $308M a quarter earlier.

Fund positioning in ETY was balanced in Q3 2020: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 36 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.84M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.54M sold.

  • 144 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2020, down from 146 in Q2 2020.
  • Funds reported $310M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2020, up 0.78% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2020 and 15 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2020 was Cohen & Steers, an estimated $2.84M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2020 was Goldman Sachs, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2020.