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Eaton Vance Tax-Managed Diversified Equity Income Fund

112 hedge funds and large institutions have $377M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $348M → $377M (+$28.6M)

6% more funds holding

Funds holding: 106112 (+6)

0.36% more ownership

Funds ownership: 18.63%18.98% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
40
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$157M +$3.06M +241,608 +2%
AWMS
2
Advocacy Wealth Management Services
Georgia
$30M +$989K +78,041 +3%
Invesco
3
Invesco
Georgia
$18.4M -$687K -54,180 -4%
GC
4
Guggenheim Capital
Illinois
$17.9M +$572K +45,126 +3%
RA
5
RFG Advisory
Alabama
$17.8M +$782K +61,656 +5%
Stifel Financial
6
Stifel Financial
Missouri
$13M +$229K +18,057 +2%
AAM
7
Advisors Asset Management
Colorado
$11.9M +$638K +50,321 +6%
Bank of America
8
Bank of America
North Carolina
$11.5M +$74.8K +5,901 +0.7%
CWM
9
Cornerstone Wealth Management
Missouri
$11.1M +$104K +8,241 +7%
RJA
10
Raymond James & Associates
Florida
$8.43M -$2.71M -213,642 -25%
Wells Fargo
11
Wells Fargo
California
$7.19M +$1.56M +122,716 +28%
UBS Group
12
UBS Group
Switzerland
$6.01M +$386K +30,483 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.24M +$302K +23,817 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.87M -$321K -25,302 -6%
Ameriprise
15
Ameriprise
Minnesota
$4.8M +$591K +46,641 +14%
Cohen & Steers
16
Cohen & Steers
New York
$4.33M -$402K -31,700 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.3M -$1.83M -143,992 -30%
PCM
18
Pointe Capital Management
Michigan
$4.25M -$29.4K -2,320 -0.7%
IA
19
IFP Advisors
Florida
$3.5M -$36.6K -2,888 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.37M -$102K -8,036 -3%
PAG
21
Private Advisor Group
New Jersey
$3.1M +$1.83M +144,422 +149%
SCP
22
Seizert Capital Partners
Michigan
$2.92M
PCM
23
Parsons Capital Management
Rhode Island
$2.84M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.26M +$54.1K +4,265 +2%
AG
25
Advisor Group
Arizona
$1.43M -$61.2K -4,825 -4%

ETY Hedge Fund Activity: Q3 2018 in Review

112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2018, worth a combined $377M — up 8.2% from $348M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETY positions and 8 closed out — a net gain of 7 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.06M. The largest seller was Raymond James & Associates, cutting an estimated $2.71M.

  • 112 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2018, up from 106 in Q2 2018.
  • Funds reported $377M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.06M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2018 was Raymond James & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2018.