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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $626M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

87% more capital invested

Capital invested by funds: $335M → $626M (+$291M)

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

6% more funds holding

Funds holding: 165 → 175 (+10)

0.07% more ownership

Funds ownership: 19.7% → 19.77% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
62
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$2.63M
2
GC
Guggenheim Capital
Illinois
+$1.82M
3
WAM
Weiss Asset Management
Massachusetts
+$1.36M
4
EC
Elequin Capital
New York
+$1.08M
5
WAM
Wolverine Asset Management
Illinois
+$727K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.26M
3
Cohen & Steers
Cohen & Steers
New York
-$1.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$809K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$2.3M -$124K -10,768 -5%
ACA
27
Aptus Capital Advisors
Alabama
$2.11M +$1.52K +132 +0.1%
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.09M +$1.52K +132 +0.1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.02M -$809K -70,412 -27%
PCM
30
Parsons Capital Management
Rhode Island
$2.02M +$3.21K +279 +0.2%
Cohen & Steers
31
Cohen & Steers
New York
$1.71M -$1.1M -96,012 -38%
PCM
32
Pointe Capital Management
Michigan
$1.65M -$25.6K -2,230 -1%
IWM
33
IHT Wealth Management
Illinois
$1.56M +$95.1K +8,277 +6%
TLFA
34
True Link Financial Advisors
California
$1.42M -$22.2K -1,936 -1%
MFG
35
Merit Financial Group
Georgia
$1.29M +$57.5K +5,007 +4%
WAM
36
Weiss Asset Management
Massachusetts
$1.28M +$1.36M +118,283 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.16M +$95.2K +8,291 +8%
RJT
38
Raymond James Trust
Florida
$1.1M +$97.7K +8,502 +9%
Goldman Sachs
39
Goldman Sachs
New York
$1.09M -$9.19K -800 -0.8%
EC
40
Elequin Capital
New York
$1.02M +$1.08M +93,791 New
KWM
41
Kingsview Wealth Management
Oregon
$1M +$24K +2,086 +2%
FAM
42
Flaharty Asset Management
Florida
$990K -$62.5K -5,438 -6%
Truist Financial
43
Truist Financial
North Carolina
$963K +$27.7K +2,412 +3%
GIA
44
Gladstone Institutional Advisory
Florida
$811K +$919 +80 +0.1%
AWS
45
Atria Wealth Solutions
New York
$770K +$172K +14,995 +27%
Lido Advisors
46
Lido Advisors
California
$765K +$18.2K +1,582 +2%
Mariner
47
Mariner
Kansas
$751K +$106K +9,250 +15%
WE
48
Wealth Effects
Massachusetts
$712K +$30.4K +2,646 +4%
BCM
49
Bluefin Capital Management
New York
$697K +$289K +25,168 +65%
WAM
50
Wolverine Asset Management
Illinois
$688K +$727K +63,319 New
1
2
3 4 5

ETY Hedge Fund Activity: Q4 2022 in Review

175 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2022, worth a combined $626M — up 87% from $335M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETY positions and 11 closed out — a net gain of 13 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was RFG Advisory, adding an estimated $2.63M. The largest seller was Morgan Stanley, cutting an estimated $6.69M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2022, up from 165 in Q3 2022.
  • Funds reported $626M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2022, up 87% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2022 and 11 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2022 was RFG Advisory, an estimated $2.63M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2022.