Eaton Vance Tax-Managed Diversified Equity Income Fund
125 hedge funds and large institutions have $288M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
13% more funds holding
Funds holding: 111 → 125 (+14)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.2% less ownership
Funds ownership: 18.92% → 18.73% (-0.2%)
21% less capital invested
Capital invested by funds: $367M → $288M (-$78.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.32M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.01M |
| 3 |
AGM
Alpine Global Management
New York
|
+$1.78M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.75M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$953K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$5.26M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.94M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.75M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.33M |
ETY Hedge Fund Activity: Q4 2018 in Review
125 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2018, worth a combined $288M — down 21% from $367M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ETY positions and 14 closed out — a net gain of 15 holders — while 36 added to existing stakes and 26 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.32M. The largest seller was Stifel Financial, cutting an estimated $5.26M.
- 125 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2018, up from 111 in Q3 2018.
- Funds reported $288M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2018, down 21% quarter-over-quarter.
- 29 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2018 and 14 closed out, a net change of +15 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $2.32M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2018 was Stifel Financial, an estimated $5.26M sold.
Based on aggregated 13F filings for Q4 2018.