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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

161 hedge funds and large institutions have $359M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $310M → $359M (+$49.5M)

12% more funds holding

Funds holding: 144 → 161 (+17)

0.57% more ownership

Funds ownership: 18.76% → 19.33% (+0.57%)

Holders
161
Holders Change
+17
Holders Change %
+11.81%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
50
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.45M
2
Wells Fargo
Wells Fargo
California
+$3.23M
3
FAM
Flaharty Asset Management
Florida
+$2.63M
4
MPCG
Matrix Private Capital Group
New York
+$1.65M
5
Cohen & Steers
Cohen & Steers
New York
+$873K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.29M
2
RA
RFG Advisory
Alabama
-$3.68M
3
PAG
Private Advisor Group
New Jersey
-$2.8M
4
WAM
Wolverine Asset Management
Illinois
-$1.32M
5
GC
Guggenheim Capital
Illinois
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
101
Krilogy Financial
Missouri
$127K – – –
IFWM
102
Institute for Wealth Management
Colorado
$126K – – –
WIA
103
Wealthstreet Investment Advisors
Texas
$125K – – –
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$123K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$112K +$7.37K +634 +7%
CFGS
106
Concourse Financial Group Securities
Alabama
$110K – – –
Bessemer Group
107
Bessemer Group
New Jersey
$104K – – –
HIA
108
Harbor Investment Advisory
Maryland
$96K – – –
WEC
109
Winslow Evans & Crocker
Massachusetts
$93K -$194K -16,679 -69%
RG
110
Retirement Group
California
$69K +$9.76K +840 +17%
CCMW
111
Cypress Capital Management (Wyoming)
Wyoming
$65K – – –
PA
112
Parallel Advisors
California
$61K – – –
PK
113
Pflug Koory
Nebraska
$61K – – –
WB
114
Webster Bank
Connecticut
$59K – – –
TWM
115
Tradition Wealth Management
Minnesota
$57K +$53.7K +4,623 New
AWA
116
Arkadios Wealth Advisors
Georgia
$54K +$52K +4,473 New
EP
117
Eudaimonia Partners
Tennessee
$50K – – –
NFG
118
Next Financial Group
Texas
$50K – – –
GWM
119
Geneos Wealth Management
Colorado
$48K – – –
AF
120
Allworth Financial
California
$47K – – –
CBT
121
CoreFirst Bank & Trust
Kansas
$44K +$42.1K +3,625 New
APWA
122
Atlas Private Wealth Advisors
New Jersey
$41K – – –
FF
123
FourThought Financial
Florida
$41K +$39.4K +3,387 New
MAWCM
124
Mine & Arao Wealth Creation & Management
California
$40K – – –
RFA
125
Reilly Financial Advisors
California
$39K – – –
3 4
5
6 7

ETY Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2020, worth a combined $359M — up 16% from $310M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ETY positions and 13 closed out — a net gain of 18 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $3.45M. The largest seller was Karpus Investment Management, cutting an estimated $6.29M.

  • 161 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $359M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2020, up 16% quarter-over-quarter.
  • 31 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2020 and 13 closed out, a net change of +18 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2020 was UBS Group, an estimated $3.45M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2020.