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Eaton Vance Tax-Managed Diversified Equity Income Fund

104 hedge funds and large institutions have $288M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

0% more funds holding

Funds holding: 104104 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

4% less capital invested

Capital invested by funds: $299M → $288M (-$11.3M)

1.01% less ownership

Funds ownership: 17.95%16.93% (-1%)

Holders
104
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
39
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Carroll Financial Associates
North Carolina
$4K
MRCM
102
M&R Capital Management
New Jersey
$3K
MA
103
MUFG Americas
New York
$3K +$23 +2 +0.7%
GWM
104
Geneos Wealth Management
Colorado
$1K
IWM
105
IHT Wealth Management
Illinois
$51 +$70.9K +6,261 New
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
-$6.15M -554,304 Closed
Bank of Nova Scotia
107
Bank of Nova Scotia
Ontario, Canada
-$2.41M -218,110 Closed
CCP
108
Clough Capital Partners
Massachusetts
-$2.18M -196,653 Closed
FAM
109
Formidable Asset Management
Ohio
-$502K -44,660 Closed
KIM
110
Karpus Investment Management
New York
-$265K -23,920 Closed
ICOA
111
Investment Centers of America
North Dakota
-$262K -23,750 Closed
CG
112
Caprock Group
Idaho
-$215K -19,413 Closed
NPC
113
National Planning Corporation
California
-$118K -10,645 Closed
CPIG
114
Chicago Partners Investment Group
Illinois
-$45K -4,079 Closed
AA
115
Apriem Advisors
California
-$17K -1,500 Closed
BFEC
116
Benjamin F. Edwards & Company
Missouri
-$13K -1,150 Closed
VNA
117
Valley National Advisers
Pennsylvania
-$12K -1,110 Closed
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
-$11K -1,022 Closed
BKA
119
Brick & Kyle Associates
Pennsylvania
-$11K -1,000 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
-$7K -611 Closed

ETY Hedge Fund Activity: Q2 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2017, worth a combined $288M — down 3.8% from $299M a quarter earlier.

Fund positioning in ETY was balanced in Q2 2017: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 25 trimmed.

The largest buyer was RFG Advisory, adding an estimated $3.28M. The largest seller was Relative Value Partners Group, cutting an estimated $6.29M.

  • 104 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $288M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2017 and 15 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2017 was RFG Advisory, an estimated $3.28M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2017 was Relative Value Partners Group, an estimated $6.29M sold.

Based on aggregated 13F filings for Q2 2017.