Eaton Vance Tax-Managed Diversified Equity Income Fund
103 hedge funds and large institutions have $344M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
17% more funds holding
Funds holding: 88 → 103 (+15)
2% more capital invested
Capital invested by funds: $338M → $344M (+$5.62M)
0.76% more ownership
Funds ownership: 19.71% → 20.47% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.9M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$8M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.56M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.18M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.86M |
| 2 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$2.73M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.12M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.52M |
| 5 |
Cohen & Steers
New York
|
-$431K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
101
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.35K | – | – | – |
|
102
Envestnet Asset Management
Chicago,
Illinois
| $2K | – | – | – |
|
|
RC
103
RegentAtlantic Capital
Morristown,
New Jersey
| $1.79K | +$1.83K | +160 | New |
|
|
JG
104
Jefferies Group
New York
| – | -$119K | -10,396 | Closed |
|
|
DADC
105
D.A. Davidson & Co
Great Falls,
Montana
| – | -$9K | -800 | Closed |
|
|
W
106
Wealthfront
Palo Alto,
California
| – | -$1K | -81 | Closed |
|
ETY Hedge Fund Activity: Q4 2014 in Review
103 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2014, worth a combined $344M — up 1.7% from $338M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ETY positions and 3 closed out — a net gain of 16 holders — while 31 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.9M. The largest seller was Advisors Asset Management, cutting an estimated $5.86M.
- 103 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2014, up from 88 in Q3 2014.
- Funds reported $344M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2014, up 1.7% quarter-over-quarter.
- 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2014 and 3 closed out, a net change of +16 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $11.9M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2014 was Advisors Asset Management, an estimated $5.86M sold.
Based on aggregated 13F filings for Q4 2014.