Eaton Vance Tax-Managed Diversified Equity Income Fund
117 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 14 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 21
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $297M → $317M (+$19.8M)
2% more funds holding
Funds holding: 115 → 117 (+2)
0.09% more ownership
Funds ownership: 17.41% → 17.51% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.19M |
| 2 |
Morgan Stanley
New York
|
+$2.62M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.29M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.18M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$935K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.25M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$830K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$809K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$580K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
126
SeaCrest Wealth Management
Purchase,
New York
| – | -$44K | -3,866 | Closed |
|
|
KL
127
KWMG LLC
Overland Park,
Kansas
| – | -$22K | -1,985 | Closed |
|
|
RFC
128
Regions Financial Corp
Birmingham,
Alabama
| – | -$8K | -691 | Closed |
|
|
FHA
129
First Horizon Advisors
Memphis,
Tennessee
| – | -$6K | -550 | Closed |
|
130
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | +100% |
|
ETY Hedge Fund Activity: Q2 2019 in Review
117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2019, worth a combined $317M — up 6.7% from $297M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ETY positions and 14 closed out — a net gain of 4 holders — while 41 added to existing stakes and 21 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $3.19M. The largest seller was Guggenheim Capital, cutting an estimated $2.25M.
- 117 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2019, up from 115 in Q1 2019.
- Funds reported $317M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2019, up 6.7% quarter-over-quarter.
- 18 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2019 and 14 closed out, a net change of +4 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2019 was Private Advisor Group, an estimated $3.19M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2019.