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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 20.23% → 19.7% (-0.53%)

5% less funds holding

Funds holding: 174 → 165 (-9)

6% less capital invested

Capital invested by funds: $357M → $335M (-$21.5M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M
2
RJA
Raymond James & Associates
Florida
+$1.06M
3
IWM
IHT Wealth Management
Illinois
+$772K
4
MPCG
Matrix Private Capital Group
New York
+$721K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$1.83M
3
SWM
Spire Wealth Management
Virginia
-$1.64M
4
Cohen & Steers
Cohen & Steers
New York
-$1.61M
5
RA
RFG Advisory
Alabama
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$2.51M +$8.23K +667 +0.3%
CWM
27
C2C Wealth Management
Arizona
$2.5M +$77.2K +6,250 +3%
CF
28
Centaurus Financial
California
$2.42M -$216K -17,519 -7%
ACA
29
Aptus Capital Advisors
Alabama
$2.1M +$20.2K +1,636 +0.9%
GWANC
30
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.09M +$1.68K +136 +0.1%
PCM
31
Parsons Capital Management
Rhode Island
$2.02M +$14.6K +1,182 +0.6%
PCM
32
Pointe Capital Management
Michigan
$1.67M -$245K -19,813 -11%
IWM
33
IHT Wealth Management
Illinois
$1.47M +$772K +62,512 +86%
TLFA
34
True Link Financial Advisors
California
$1.44M – – –
MFG
35
Merit Financial Group
Georgia
$1.23M +$86 +7 +0%
Goldman Sachs
36
Goldman Sachs
New York
$1.09M -$58K -4,700 -4%
SPIA
37
Steward Partners Investment Advisory
New York
$1.07M +$61.9K +5,016 +5%
FAM
38
Flaharty Asset Management
Florida
$1.05M -$44.7K -3,618 -4%
RJT
39
Raymond James Trust
Florida
$1.01M +$144K +11,693 +14%
KWM
40
Kingsview Wealth Management
Oregon
$978K +$48.9K +3,964 +5%
Truist Financial
41
Truist Financial
North Carolina
$937K +$114K +9,221 +12%
GIA
42
Gladstone Institutional Advisory
Florida
$810K -$153K -12,417 -14%
Lido Advisors
43
Lido Advisors
California
$747K +$2.2K +178 +0.3%
WE
44
Wealth Effects
Massachusetts
$683K -$3.2K -259 -0.4%
EM
45
ELCO Management
New York
$665K -$6.17K -500 -0.8%
BRWA
46
B. Riley Wealth Advisors
Florida
$662K +$28.1K +2,278 +4%
Mariner
47
Mariner
Kansas
$650K +$154K +12,444 +26%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$620K +$123K +10,000 +21%
AWS
49
Atria Wealth Solutions
New York
$611K +$370K +29,961 +116%
NA
50
NewEdge Advisors
Louisiana
$571K +$3.05K +247 +0.5%
1
2
3 4 5

ETY Hedge Fund Activity: Q3 2022 in Review

165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
  • Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2022.