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Eaton Vance Tax-Managed Diversified Equity Income Fund

144 hedge funds and large institutions have $310M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

1% more capital invested

Capital invested by funds: $308M → $310M (+$2.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.04% less ownership

Funds ownership: 18.8%18.76% (-0.04%)

1% less funds holding

Funds holding: 146144 (-2)

Holders
144
Holders Change
-2
Holders Change %
-1.37%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
39
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$93K
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$92K +$11.3K +1,019 +14%
HIA
103
Harbor Investment Advisory
Maryland
$85K
CCMW
104
Cypress Capital Management (Wyoming)
Wyoming
$59K
PA
105
Parallel Advisors
California
$54K
PK
106
Pflug Koory
Nebraska
$54K
WB
107
Webster Bank
Connecticut
$53K
RG
108
Retirement Group
California
$52K
VFA
109
Valeo Financial Advisors
Indiana
$45K +$23.9K +2,150 +108%
EP
110
Eudaimonia Partners
Tennessee
$45K +$45.5K +4,098 New
NFG
111
Next Financial Group
Texas
$44K +$45.2K +4,072 New
AF
112
Allworth Financial
California
$42K
GWM
113
Geneos Wealth Management
Colorado
$41K
JP Morgan Chase
114
JP Morgan Chase
New York
$40K +$41.5K +3,735 New
APWA
115
Atlas Private Wealth Advisors
New Jersey
$36K
RFA
116
Reilly Financial Advisors
California
$35K
MAWCM
117
Mine & Arao Wealth Creation & Management
California
$35K +$35.8K +3,225 New
HPC
118
HM Payson & Co
Maine
$34K
BWL
119
Bogart Wealth LLC
Virginia
$31K
AssetMark Inc
120
AssetMark Inc
California
$29K
SFS
121
Sowell Financial Services
Arkansas
$25K
EIP
122
Ellis Investment Partners
Pennsylvania
$25K +$589 +53 +2%
PGAM
123
Princeton Global Asset Management
New Jersey
$23K
HWA
124
HHM Wealth Advisors
Tennessee
$22K
Deutsche Bank
125
Deutsche Bank
Germany
$20K +$20.8K +1,876 New

ETY Hedge Fund Activity: Q3 2020 in Review

144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2020, worth a combined $310M — up 0.78% from $308M a quarter earlier.

Fund positioning in ETY was balanced in Q3 2020: 15 funds opened new positions, 15 closed out, 39 added to existing stakes and 36 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.84M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.54M sold.

  • 144 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2020, down from 146 in Q2 2020.
  • Funds reported $310M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2020, up 0.78% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2020 and 15 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2020 was Cohen & Steers, an estimated $2.84M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2020 was Goldman Sachs, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2020.