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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

Overview Fund Activity

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 12 closing their positions.

Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
2.57%
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
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36.9M
2
EP
2
Essential Planning
New Hampshire
$3.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$182M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
CW
5
CreativeOne Wealth
Kansas
$1.13M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$5.35M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
RA
3
RFG Advisory
Alabama
$15.6M
4
SFS
4
Shaker Financial Services
Virginia
$1.5M
5
IWM
5
IHT Wealth Management
Illinois
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
26
Essential Planning
New Hampshire
$3.38M 227,500 +227,500 New
PAG
27
Private Advisor Group
New Jersey
$3.33M 222,771 +400 +0.2%
KIM
28
Karpus Investment Management
New York
$3.28M 219,659 -12,831 -6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.25M 217,665 -7,341 -3%
AAM
30
Advisors Asset Management
Colorado
$2.71M 181,023 +46,928 +35%
SPIA
31
Steward Partners Investment Advisory
New York
$2.7M 180,713 +3,064 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.61M 174,784 +13,652 +8%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.57M 171,580 +6,009 +4%
ACA
34
Aptus Capital Advisors
Alabama
$2.48M 166,110 -6,104 -4%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.46M 164,610 -6,104 -4%
PCM
36
Parsons Capital Management
Rhode Island
$2.38M 159,069 -25,086 -14%
PCM
37
Pointe Capital Management
Michigan
$2.12M 141,870 +2,169 +2%
WS
38
Wedbush Securities
California
$2.09M 139,709 +23,671 +20%
MFG
39
Merit Financial Group
Georgia
$1.66M 110,780 +11,177 +11%
Goldman Sachs
40
Goldman Sachs
New York
$1.51M 101,100 +1,100 +1%
SFS
41
Shaker Financial Services
Virginia
$1.5M 100,633 -109,887 -52%
Comerica Bank
42
Comerica Bank
Texas
$1.45M 96,812 -4,141 -4%
KAS
43
Kestra Advisory Services
Texas
$1.41M 94,476 +64,516 +215%
SA
44
Sanctuary Advisors
Indiana
$1.32M 85,753 +85 +0.1%
CW
45
CreativeOne Wealth
Kansas
$1.13M 75,550 +75,550 New
KIM
46
Kane Investment Management
California
$1.11M 74,389 +74,389 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.03M 69,126 +2,700 +4%
AFG
48
Atomi Financial Group
New York
$1.02M 68,452 +33,640 +97%
SWP
49
Stratos Wealth Partners
Ohio
$1.01M 67,449 – –
KWM
50
Kingsview Wealth Management
Oregon
$956K 63,941 +4,542 +8%
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