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Eaton Vance Tax-Managed Diversified Equity Income Fund

112 hedge funds and large institutions have $377M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $348M → $377M (+$28.6M)

6% more funds holding

Funds holding: 106112 (+6)

0.36% more ownership

Funds ownership: 18.63%18.98% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
40
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
101
IMS Capital Management
Oregon
$17K -$109K -8,600 -87%
FMP
102
Financial Management Professionals
Texas
$13K
GP
103
Girard Partners
Pennsylvania
$11K +$10.9K +858 New
RWA
104
Ropes Wealth Advisors
Massachusetts
$10K
RFC
105
Regions Financial Corp
Alabama
$9K
US Bancorp
106
US Bancorp
Minnesota
$8K
CAC
107
Certified Advisory Corp
Florida
$6K
CFA
108
Carroll Financial Associates
North Carolina
$6K +$634 +50 +11%
SIM
109
Sonora Investment Management
Arizona
$5K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$4K -$295K -23,272 -99%
MRCM
111
M&R Capital Management
New Jersey
$4K
CF
112
Centaurus Financial
California
$524 -$540K -42,624 -100%
FRA
113
Front Row Advisors
California
$4
Jane Street
114
Jane Street
New York
-$179K -14,793 Closed
SAM
115
Seelaus Asset Management
New Jersey
-$156K -12,887 Closed
SEI Investments
116
SEI Investments
Pennsylvania
-$137K -11,292 Closed
TW
117
Transform Wealth
Colorado
-$126K -10,400 Closed
GRP
118
Global Retirement Partners
California
-$65K -5,379 Closed
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$26K -2,134 Closed
BCA
120
Bay Colony Advisors
Massachusetts
-$10K -803 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
+$13 +1 New

ETY Hedge Fund Activity: Q3 2018 in Review

112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2018, worth a combined $377M — up 8.2% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.06M. The largest seller was Raymond James & Associates, cutting an estimated $2.71M.

  • 112 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2018, up from 106 in Q2 2018.
  • Funds reported $377M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.06M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2018 was Raymond James & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2018.