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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
VFA
126
Valeo Financial Advisors
Indiana
$22K +$20.7K +2,000 New
SF
127
Synovus Financial
Georgia
$20K
GRP
128
Global Retirement Partners
California
$13K -$890 -86 -6%
FMP
129
Financial Management Professionals
Texas
$11K
FHA
130
Flagship Harbor Advisors
Massachusetts
$11K
MF
131
Manchester Financial
California
$11K +$4.27K +413 +73%
CHC
132
City Holding Co
West Virginia
$10K
TCM
133
Tradewinds Capital Management
Washington
$10K
FCA
134
FinTrust Capital Advisors
South Carolina
$10K +$238 +23 +2%
HFA
135
HC Financial Advisors
California
$9K
CMA
136
Cedar Mountain Advisors
Oregon
$8K
SIS
137
Sound Income Strategies
Florida
$8K
OPS
138
Orion Portfolio Solutions
Nebraska
$6K
US Bancorp
139
US Bancorp
Minnesota
$5K -$828 -80 -14%
CTC
140
Central Trust Company
Missouri
$5K
CAC
141
Certified Advisory Corp
Florida
$5K
JPLA
142
Joseph P. Lucia & Associates
New York
$5K
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$5K
SIM
144
Sonora Investment Management
Arizona
$5K
MRCM
145
M&R Capital Management
New Jersey
$3K
AWM
146
Avior Wealth Management
Nebraska
$3K +$3.59K +347 New
WAMC
147
Western Asset Management Company
California
$1K
AGM
148
Alpine Global Management
New York
-$515K -55,256 Closed
CGA
149
Crescent Grove Advisors
Illinois
-$236K -25,352 Closed
RFC
150
Regions Financial Corp
Alabama
-$96K -10,391 Closed

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.