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Eaton Vance Tax-Managed Diversified Equity Income Fund

146 hedge funds and large institutions have $308M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $264M → $308M (+$44.1M)

3% more funds holding

Funds holding: 142146 (+4)

0.12% more ownership

Funds ownership: 18.67%18.8% (+0.12%)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
50
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
101
Relative Value Partners Group
$108K -$404K -39,067 -80%
Luther King Capital Management (LKCM)
102
Luther King Capital Management (LKCM)
Texas
$108K
CFGS
103
Concourse Financial Group Securities
Alabama
$97K -$10.6K -1,021 -10%
Bessemer Group
104
Bessemer Group
New Jersey
$92K
HIA
105
Harbor Investment Advisory
Maryland
$84K +$8.14K +787 +11%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$81K
PA
107
Procyon Advisors
Connecticut
$66K +$63.1K +6,100 New
CCMW
108
Cypress Capital Management (Wyoming)
Wyoming
$57K -$15.5K -1,500 -22%
PK
109
Pflug Koory
Nebraska
$54K
PA
110
Parallel Advisors
California
$53K
WB
111
Webster Bank
Connecticut
$52K
RG
112
Retirement Group
California
$52K +$49.8K +4,816 New
S
113
SignatureFD
Georgia
$44K
AF
114
Allworth Financial
California
$42K
GWM
115
Geneos Wealth Management
Colorado
$40K
APWA
116
Atlas Private Wealth Advisors
New Jersey
$36K +$34.7K +3,350 New
RFA
117
Reilly Financial Advisors
California
$35K
HPC
118
HM Payson & Co
Maine
$33K +$31.9K +3,082 New
AIM
119
Arcadia Investment Management
Michigan
$32K
BWL
120
Bogart Wealth LLC
Virginia
$31K
AssetMark Inc
121
AssetMark Inc
California
$29K +$27.9K +2,700 New
SFS
122
Sowell Financial Services
Arkansas
$25K
EIP
123
Ellis Investment Partners
Pennsylvania
$24K +$559 +54 +2%
HWA
124
HHM Wealth Advisors
Tennessee
$22K
PGAM
125
Princeton Global Asset Management
New Jersey
$22K

ETY Hedge Fund Activity: Q2 2020 in Review

146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2020, worth a combined $308M — up 17% from $264M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 11 closed out — a net gain of 4 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.32M. The largest seller was Morgan Stanley, cutting an estimated $3.22M.

  • 146 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2020, up from 142 in Q1 2020.
  • Funds reported $308M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $4.32M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2020 was Morgan Stanley, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2020.