Eaton Vance Tax-Managed Diversified Equity Income Fund
102 hedge funds and large institutions have $296M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 12 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
3% more capital invested
Capital invested by funds: $288M → $296M (+$7.86M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.09% less ownership
Funds ownership: 16.93% → 16.85% (-0.09%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 104 → 102 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.62M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$2.27M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.19M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.07M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$583K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$4.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.51M |
| 3 |
Millennium Management
New York
|
-$1.58M |
| 4 |
Cohen & Steers
New York
|
-$1.18M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$975K |
ETY Hedge Fund Activity: Q3 2017 in Review
102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2017, worth a combined $296M — up 2.7% from $288M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of ETY and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 41 added.
The largest buyer was Morgan Stanley, adding an estimated $3.62M. The largest seller was Invesco, cutting an estimated $4.32M.
- 102 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2017, down from 104 in Q2 2017.
- Funds reported $296M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2017, up 2.7% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2017 and 12 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2017 was Morgan Stanley, an estimated $3.62M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2017 was Invesco, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2017.