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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

193 hedge funds and large institutions have $528M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

4% more funds holding

Funds holding: 186 → 193 (+7)

4% more capital invested

Capital invested by funds: $506M → $528M (+$21.7M)

2.75% less ownership

Funds ownership: 25.19% → 22.43% (-2.8%)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
68
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$3.38M
2
Morgan Stanley
Morgan Stanley
New York
+$2.72M
3
Wells Fargo
Wells Fargo
California
+$2.13M
4
CW
CreativeOne Wealth
Kansas
+$1.12M
5
KAS
Kestra Advisory Services
Texas
+$960K

Top Sellers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
-$70.6M
2
CA
Cornerstone Advisors
North Carolina
-$6.11M
3
RA
RFG Advisory
Alabama
-$2.23M
4
SFS
Shaker Financial Services
Virginia
-$1.63M
5
IWM
IHT Wealth Management
Illinois
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
26
Essential Planning
New Hampshire
$3.38M +$3.38M +227,500 New
PAG
27
Private Advisor Group
New Jersey
$3.33M +$5.95K +400 +0.2%
KIM
28
Karpus Investment Management
New York
$3.28M -$191K -12,831 -6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.25M -$109K -7,341 -3%
AAM
30
Advisors Asset Management
Colorado
$2.71M +$698K +46,928 +35%
SPIA
31
Steward Partners Investment Advisory
New York
$2.7M +$45.6K +3,064 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.61M +$203K +13,652 +8%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.56M +$89.4K +6,009 +4%
ACA
34
Aptus Capital Advisors
Alabama
$2.48M -$90.8K -6,104 -4%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.46M -$90.8K -6,104 -4%
PCM
36
Parsons Capital Management
Rhode Island
$2.38M -$373K -25,086 -14%
PCM
37
Pointe Capital Management
Michigan
$2.12M +$32.3K +2,169 +2%
WS
38
Wedbush Securities
California
$2.09M +$352K +23,671 +20%
MFG
39
Merit Financial Group
Georgia
$1.66M +$166K +11,177 +11%
Goldman Sachs
40
Goldman Sachs
New York
$1.51M +$16.4K +1,100 +1%
SFS
41
Shaker Financial Services
Virginia
$1.5M -$1.63M -109,887 -52%
Comerica Bank
42
Comerica Bank
Texas
$1.45M -$61.6K -4,141 -4%
KAS
43
Kestra Advisory Services
Texas
$1.41M +$960K +64,516 +215%
SA
44
Sanctuary Advisors
Indiana
$1.32M +$1.26K +85 +0.1%
CW
45
CreativeOne Wealth
Kansas
$1.13M +$1.12M +75,550 New
KIM
46
Kane Investment Management
California
$1.11M +$1.11M +74,389 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.03M +$40.2K +2,700 +4%
AFG
48
Atomi Financial Group
New York
$1.02M +$500K +33,640 +97%
SWP
49
Stratos Wealth Partners
Ohio
$1.01M – – –
KWM
50
Kingsview Wealth Management
Oregon
$956K +$67.6K +4,542 +8%
1
2
3 4 5

ETY Hedge Fund Activity: Q4 2024 in Review

193 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2024, worth a combined $528M — up 4.3% from $506M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 13 closed out — a net gain of 14 holders — while 68 added to existing stakes and 48 trimmed.

The largest buyer was Essential Planning, opening a new position worth an estimated $3.38M. The largest seller was Pathway Financial Advisers, cutting an estimated $70.6M.

  • 193 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $528M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2024 and 13 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2024 was Essential Planning, an estimated $3.38M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2024 was Pathway Financial Advisers, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2024.