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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

125 hedge funds and large institutions have $287M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

12% more funds holding

Funds holding: 112 → 125 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.29% less ownership

Funds ownership: 18.98% → 18.7% (-0.29%)

24% less capital invested

Capital invested by funds: $377M → $287M (-$89.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
36
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.32M
2
WAM
Wolverine Asset Management
Illinois
+$2.01M
3
AGM
Alpine Global Management
New York
+$1.78M
4
WAM
Weiss Asset Management
Massachusetts
+$1.75M
5
SFS
Shaker Financial Services
Virginia
+$953K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$11.1M
2
Stifel Financial
Stifel Financial
Missouri
-$5.26M
3
RA
RFG Advisory
Alabama
-$3.94M
4
GC
Guggenheim Capital
Illinois
-$3.72M
5
Bank of America
Bank of America
North Carolina
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Synovus Financial
Georgia
$20K – – –
CA
102
Claro Advisors
Massachusetts
$18K +$16K +1,397 New
AIS
103
Accurate Investment Solutions
Pennsylvania
$18K +$20.1K +1,748 New
CHC
104
City Holding Co
West Virginia
$17K – – –
WB
105
Webster Bank
Connecticut
$15K – – –
FHA
106
First Horizon Advisors
Tennessee
$13K -$31.6K -2,758 -68%
FHA
107
Flagship Harbor Advisors
Massachusetts
$12K +$14.6K +1,270 New
FMP
108
Financial Management Professionals
Texas
$10K – – –
FCA
109
FinTrust Capital Advisors
South Carolina
$9K +$9.65K +841 New
RWA
110
Ropes Wealth Advisors
Massachusetts
$8K – – –
RFC
111
Regions Financial Corp
Alabama
$7K – – –
US Bancorp
112
US Bancorp
Minnesota
$7K – – –
HI
113
Human Investing
Oregon
$6K +$7.24K +631 New
CFA
114
Carroll Financial Associates
North Carolina
$5K – – –
CAC
115
Certified Advisory Corp
Florida
$5K – – –
BFEC
116
Benjamin F. Edwards & Company
Missouri
$5K +$5.29K +461 New
SIM
117
Sonora Investment Management
Arizona
$4K – – –
MRCM
118
M&R Capital Management
New Jersey
$3K – – –
DWM
119
Doyle Wealth Management
Florida
$2K +$2.69K +234 New
WAMC
120
Western Asset Management Company
California
$1K +$23 +2 New
GRP
121
Global Retirement Partners
California
$1K +$987 +86 New
NA
122
NewEdge Advisors
Louisiana
$111 -$7.57K -660 -6%
CF
123
Centaurus Financial
California
$43 +$4.58K +399 +973%
CWM
124
Cornerstone Wealth Management
Missouri
– -$11.1M -129,775 Closed
NMC
125
Nine Masts Capital
Hong Kong
– -$909K -70,800 Closed
2 3 4
5
6

ETY Hedge Fund Activity: Q4 2018 in Review

125 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2018, worth a combined $287M — down 24% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ETY positions and 15 closed out — a net gain of 14 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.32M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $11.1M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $287M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2018 and 15 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $2.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2018.