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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

161 hedge funds and large institutions have $359M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $310M → $359M (+$49.5M)

12% more funds holding

Funds holding: 144 → 161 (+17)

0.57% more ownership

Funds ownership: 18.76% → 19.33% (+0.57%)

Holders
161
Holders Change
+17
Holders Change %
+11.81%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
50
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.45M
2
Wells Fargo
Wells Fargo
California
+$3.23M
3
FAM
Flaharty Asset Management
Florida
+$2.63M
4
MPCG
Matrix Private Capital Group
New York
+$1.65M
5
Cohen & Steers
Cohen & Steers
New York
+$873K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.29M
2
RA
RFG Advisory
Alabama
-$3.68M
3
PAG
Private Advisor Group
New Jersey
-$2.8M
4
WAM
Wolverine Asset Management
Illinois
-$1.32M
5
GC
Guggenheim Capital
Illinois
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
76
Williams Jones Wealth Management
New York
$239K -$28.6K -2,461 -11%
Northern Trust
77
Northern Trust
Illinois
$229K – – –
MA
78
MONECO Advisors
Connecticut
$222K – – –
MHS
79
M Holdings Securities
Oregon
$221K +$209K +18,000 New
FWM
80
Frontier Wealth Management
Missouri
$206K – – –
MWM
81
Mission Wealth Management
California
$202K – – –
MMA
82
Miracle Mile Advisors
California
$197K – – –
BCP
83
Blue Chip Partners
Michigan
$184K +$3.89K +335 +2%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$178K +$34.9K +3,000 +26%
IC
85
Inscription Capital
Texas
$172K -$126K -10,800 -44%
AP
86
Americana Partners
Texas
$171K – – –
MC
87
Moors & Cabot
Massachusetts
$168K +$12.4K +1,067 +8%
MML Investors Services
88
MML Investors Services
Massachusetts
$165K -$1.87K -161 -1%
RCM
89
RB Capital Management
Nevada
$163K -$219K -18,854 -59%
IA
90
Insight Advisors
Pennsylvania
$162K +$154K +13,250 New
APA
91
American Portfolios Advisors
New York
$159K +$4.58K +394 +3%
KPWS
92
Kestra Private Wealth Services
Texas
$155K +$35 +3 +0%
UR
93
USCA RIA
Texas
$155K +$147K +12,630 New
MA
94
Mutual Advisors
Nebraska
$148K -$16.8K -1,447 -11%
PFPT
95
Pinnacle Financial Partners (Tennessee)
Tennessee
$140K – – –
BW
96
Bison Wealth
Georgia
$139K +$2.94K +253 +2%
M&T Bank
97
M&T Bank
New York
$135K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
WA
99
Wealth Alliance
New York
$130K – – –
BAS
100
Brown Advisory Securities
Maryland
$130K +$1.5K +129 +1%
2 3
4
5 6

ETY Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2020, worth a combined $359M — up 16% from $310M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ETY positions and 13 closed out — a net gain of 18 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $3.45M. The largest seller was Karpus Investment Management, cutting an estimated $6.29M.

  • 161 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $359M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2020, up 16% quarter-over-quarter.
  • 31 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2020 and 13 closed out, a net change of +18 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2020 was UBS Group, an estimated $3.45M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2020.