We are live on ! Find out more
ETY icon

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
MA
126
MCF Advisors
Kentucky
$19K +$19.4K +1,744 New
MF
127
Manchester Financial
California
$18K +$7.87K +708 +72%
FFA
128
Founders Financial Alliance
North Carolina
$18K +$18.3K +1,650 New
Barclays
129
Barclays
United Kingdom
$17K +$16K +1,439 New
GRP
130
Global Retirement Partners
California
$14K
FMP
131
Financial Management Professionals
Texas
$11K
TCM
132
Tradewinds Capital Management
Washington
$10K
HFA
133
HC Financial Advisors
California
$9K
CHC
134
City Holding Co
West Virginia
$8K -$2.22K -200 -21%
CMA
135
Cedar Mountain Advisors
Oregon
$8K
SIS
136
Sound Income Strategies
Florida
$8K
FHA
137
Flagship Harbor Advisors
Massachusetts
$7K -$4.44K -400 -37%
CTC
138
Central Trust Company
Missouri
$5K
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$5K
SIM
140
Sonora Investment Management
Arizona
$5K
US Bancorp
141
US Bancorp
Minnesota
$5K
MRCM
142
M&R Capital Management
New Jersey
$3K
AWM
143
Avior Wealth Management
Nebraska
$3K +$89 +8 +2%
NFSG
144
Newbridge Financial Services Group
Florida
$1K +$833 +75 New
FCA
145
FinTrust Capital Advisors
South Carolina
$11 +$244 +22 +2%
Goldman Sachs
146
Goldman Sachs
New York
-$1.54M -142,628 Closed
SFS
147
Shaker Financial Services
Virginia
-$983K -91,178 Closed
FAM
148
Formidable Asset Management
Ohio
-$461K -42,093 Closed
DA
149
Doliver Advisors
Texas
-$376K -34,860 Closed
BFEC
150
Benjamin F. Edwards & Company
Missouri
-$292K -27,116 Closed

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.