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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
Morgan Stanley
1
Morgan Stanley
New York
$129M +$2.25M +202,151 +2%
KIM
2
Karpus Investment Management
New York
$23M -$695K -62,607 -3%
RA
3
RFG Advisory
Alabama
$18.2M +$268K +24,150 +1%
Invesco
4
Invesco
Georgia
$17.5M -$860K -77,423 -5%
GC
5
Guggenheim Capital
Illinois
$10.5M +$390K +35,106 +4%
RJA
6
Raymond James & Associates
Florida
$9.78M -$915K -82,388 -8%
Wells Fargo
7
Wells Fargo
California
$6.93M +$85.4K +7,689 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.93M -$172K -15,482 -3%
Cohen & Steers
9
Cohen & Steers
New York
$5.72M +$2.84M +255,624 +95%
Bank of America
10
Bank of America
North Carolina
$5.32M -$309K -27,827 -5%
PAG
11
Private Advisor Group
New Jersey
$4.91M -$9.49K -854 -0.2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.86M +$322K +28,979 +7%
UBS Group
13
UBS Group
Switzerland
$4.5M -$649K -58,454 -12%
Ameriprise
14
Ameriprise
Minnesota
$4.4M -$75.6K -6,809 -2%
AAM
15
Advisors Asset Management
Colorado
$3.49M -$76.7K -6,907 -2%
Stifel Financial
16
Stifel Financial
Missouri
$3.34M +$18K +1,622 +0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.31M +$279K +25,071 +9%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$3.21M +$197K +17,723 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.17M -$91.6K -8,243 -3%
LPL Financial
20
LPL Financial
California
$2.87M -$19.8K -1,786 -0.7%
PCM
21
Pointe Capital Management
Michigan
$2.6M -$43.5K -3,920 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.43M -$66K -5,944 -3%
PCM
23
Parsons Capital Management
Rhode Island
$2.24M -$778 -70 -0%
ACA
24
Aptus Capital Advisors
Alabama
$2.12M +$3.51K +316 +0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.73M +$46.8K +4,211 +3%

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.