ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

Overview Fund Activity

172 hedge funds and large institutions have $560M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
64
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$285M
2
CA
2
Cornerstone Advisors
North Carolina
$12.7M
3
Invesco
3
Invesco
Georgia
$21.3M
4
KIM
4
Karpus Investment Management
New York
$2.96M
5
LCM
5
Landscape Capital Management
New Jersey
$2.77M

Top Sellers

1
TLFA
1
True Link Financial Advisors
California
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.82M
3
UBS Group
3
UBS Group
Switzerland
$8.76M
4
CF
4
Centaurus Financial
California
$973K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Karpus Investment Management
New York
$2.96M +$2.96M +242,502 New
PAG
27
Private Advisor Group
New Jersey
$2.84M -$52.2K -4,284 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.82M -$1.14M -93,499 -29%
LCM
29
Landscape Capital Management
New Jersey
$2.77M +$2.46M +202,148 +810%
IWM
30
IHT Wealth Management
Illinois
$2.58M +$38.7K +3,174 +2%
Cohen & Steers
31
Cohen & Steers
New York
$2.51M +$244K +20,000 +11%
PCM
32
Parsons Capital Management
Rhode Island
$2.32M +$52.2K +4,280 +2%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.16M -$163K -13,353 -7%
ACA
34
Aptus Capital Advisors
Alabama
$2.16M -$163K -13,353 -7%
PCM
35
Pointe Capital Management
Michigan
$1.85M +$73 +6 +0%
Comerica Bank
36
Comerica Bank
Texas
$1.83M +$437K +35,825 +31%
SFS
37
Shaker Financial Services
Virginia
$1.79M +$853K +69,942 +91%
SPIA
38
Steward Partners Investment Advisory
New York
$1.75M -$585 -48 -0%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.74M -$379K -31,080 -18%
MFG
40
Merit Financial Group
Georgia
$1.38M +$12.3K +1,007 +0.9%
FSI
41
Flow State Investments
Illinois
$1.31M +$1.16M +94,801 +750%
CAN
42
Cetera Advisor Networks
California
$1.24M +$173K +14,229 +16%
Goldman Sachs
43
Goldman Sachs
New York
$1.22M – – –
RJT
44
Raymond James Trust
Florida
$1.13M -$10.9K -896 -1%
CF
45
Centaurus Financial
California
$973K -$656K -53,810 -40%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$962K +$155K +12,680 +19%
BRWA
47
B. Riley Wealth Advisors
Florida
$930K -$75.4K -6,186 -7%
GIA
48
Gladstone Institutional Advisory
Florida
$920K +$14.7K +1,204 +2%
Lido Advisors
49
Lido Advisors
California
$916K +$19K +1,557 +2%
NA
50
NewEdge Advisors
Louisiana
$907K +$205K +16,757 +29%
1
2
3 4 5