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Eaton Vance Tax-Managed Diversified Equity Income Fund

158 hedge funds and large institutions have $455M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $400M → $455M (+$54.9M)

5% more funds holding

Funds holding: 150158 (+8)

0.69% more ownership

Funds ownership: 18.86%19.55% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Parsons Capital Management
Rhode Island
$3.1M -$18.7K -1,283 -0.6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.98M +$156K +10,705 +6%
ACA
28
Aptus Capital Advisors
Alabama
$2.87M -$77.7K -5,318 -3%
PCM
29
Pointe Capital Management
Michigan
$2.65M -$25.4K -1,737 -1%
CWM
30
C2C Wealth Management
Arizona
$2.57M +$2.5M +170,834 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.43M +$551K +37,689 +30%
TLFA
32
True Link Financial Advisors
California
$1.99M
MFG
33
Merit Financial Group
Georgia
$1.78M -$32.1K -2,200 -2%
FAM
34
Flaharty Asset Management
Florida
$1.66M -$230K -15,719 -12%
Goldman Sachs
35
Goldman Sachs
New York
$1.5M
AF
36
Advisornet Financial
Minnesota
$1.49M -$20.5K -1,400 -1%
RJT
37
Raymond James Trust
Florida
$1.28M -$168K -11,485 -12%
KWM
38
Kingsview Wealth Management
Oregon
$1.25M -$133K -9,092 -10%
SPIA
39
Steward Partners Investment Advisory
New York
$1.15M +$16.8K +1,151 +2%
Truist Financial
40
Truist Financial
North Carolina
$1.12M +$16K +1,094 +1%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.01M -$26.8K -1,836 -3%
EM
42
ELCO Management
New York
$949K +$921K +63,050 New
WE
43
Wealth Effects
Massachusetts
$949K +$921K +63,064 New
Mariner
44
Mariner
Kansas
$837K +$503K +34,449 +163%
IWM
45
IHT Wealth Management
Illinois
$827K +$278 +19 +0%
CA
46
Cornerstone Advisory
Maryland
$810K +$27.8K +1,905 +4%
SWP
47
Stratos Wealth Partners
Ohio
$769K -$1.72K -118 -0.2%
SWM
48
Spire Wealth Management
Virginia
$750K +$29.3K +2,006 +4%
DJYG
49
David J. Yvars Group
Florida
$717K -$167K -11,415 -19%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$710K +$4.91K +336 +0.7%

ETY Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2021, worth a combined $455M — up 14% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 16 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.

  • 158 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $455M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.92M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2021.