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Eaton Vance Tax-Managed Diversified Equity Income Fund

175 hedge funds and large institutions have $434M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11% more funds holding

Funds holding: 158175 (+17)

0.51% more ownership

Funds ownership: 19.55%20.06% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $455M → $434M (-$21.3M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
61
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Centaurus Financial
California
$3M +$28.1K +2,015 +0.9%
PCM
27
Parsons Capital Management
Rhode Island
$2.72M -$157K -11,275 -5%
ACA
28
Aptus Capital Advisors
Alabama
$2.66M +$1.54K +110 +0.1%
CWM
29
C2C Wealth Management
Arizona
$2.64M +$321K +23,000 +13%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.43M -$330K -23,609 -12%
PCM
31
Pointe Capital Management
Michigan
$2.42M -$31.7K -2,267 -1%
TLFA
32
True Link Financial Advisors
California
$1.85M
Goldman Sachs
33
Goldman Sachs
New York
$1.67M +$269K +19,300 +19%
MFG
34
Merit Financial Group
Georgia
$1.63M -$18.2K -1,305 -1%
FAM
35
Flaharty Asset Management
Florida
$1.43M -$106K -7,598 -7%
KWM
36
Kingsview Wealth Management
Oregon
$1.13M -$29.3K -2,102 -3%
SPIA
37
Steward Partners Investment Advisory
New York
$1.12M +$55.4K +3,967 +5%
RJT
38
Raymond James Trust
Florida
$1.06M -$121K -8,635 -10%
Truist Financial
39
Truist Financial
North Carolina
$1.04M +$824 +59 +0.1%
IWM
40
IHT Wealth Management
Illinois
$989K +$220K +15,790 +29%
GIA
41
Gladstone Institutional Advisory
Florida
$970K +$677K +48,469 +231%
Lido Advisors
42
Lido Advisors
California
$938K +$938K +67,193 New
BRWA
43
B. Riley Wealth Advisors
Florida
$922K -$16.8K -1,204 -2%
WE
44
Wealth Effects
Massachusetts
$881K +$447 +32 +0.1%
EM
45
ELCO Management
New York
$862K -$18.8K -1,350 -2%
SWP
46
Stratos Wealth Partners
Ohio
$838K +$125K +8,922 +17%
AWS
47
Atria Wealth Solutions
New York
$745K +$745K +53,344 New
CA
48
Cornerstone Advisory
Maryland
$725K -$26.6K -1,905 -4%
SWM
49
Spire Wealth Management
Virginia
$669K -$28K -2,006 -4%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$659K +$154 +11 +0%

ETY Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2022, worth a combined $434M — down 4.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETY positions and 5 closed out — a net gain of 21 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $4.58M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2022, up from 158 in Q4 2021.
  • Funds reported $434M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.5M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2022 was Invesco, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.