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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

158 hedge funds and large institutions have $455M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $400M → $455M (+$54.9M)

5% more funds holding

Funds holding: 150 → 158 (+8)

0.69% more ownership

Funds ownership: 18.86% → 19.55% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
55
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.92M
2
CAN
Cetera Advisor Networks
California
+$3.69M
3
Wells Fargo
Wells Fargo
California
+$1.17M
4
AAM
Advisors Asset Management
Colorado
+$991K
5
EM
ELCO Management
New York
+$921K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.73M
2
Cohen & Steers
Cohen & Steers
New York
-$1.5M
3
HI
Harbour Investments
Wisconsin
-$648K
4
FAM
Formidable Asset Management
Ohio
-$648K
5
CCP
Clough Capital Partners
Massachusetts
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
51
Asset Management Corp
Illinois
$600K +$2.64K +181 +0.5%
LOIM
52
Liberty One Investment Management
Illinois
$573K -$89.9K -6,155 -14%
NLG
53
New Legacy Group
New York
$564K +$548K +37,500 New
JIC
54
Joel Isaacson & Co
New York
$561K +$87.7K +6,002 +19%
AAS
55
Ameritas Advisory Services
Nebraska
$504K +$489K +33,503 New
WS
56
Wedbush Securities
California
$486K +$57.3K +3,923 +14%
CB
57
Commerce Bank
Missouri
$470K – – –
EVM
58
Eaton Vance Management
Massachusetts
$470K – – –
USCWA
59
U.S. Capital Wealth Advisors
Texas
$453K – – –
AWA
60
Arete Wealth Advisors
Illinois
$448K +$11.6K +795 +3%
EH
61
Equitable Holdings
New York
$434K – – –
MC
62
Moors & Cabot
Massachusetts
$409K +$61.5K +4,207 +18%
SI
63
Stephens Inc
Arkansas
$384K -$3.14K -215 -0.8%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$380K +$3.83K +262 +1%
SPC
65
Sigma Planning Corp
Michigan
$360K +$1.14K +78 +0.3%
VVP
66
Venture Visionary Partners
Ohio
$353K – – –
NA
67
NewEdge Advisors
Louisiana
$351K +$340K +23,263 New
CA
68
Cetera Advisors
Colorado
$350K +$2.66K +182 +0.8%
CAN
69
Claraphi Advisory Network
United States
$332K +$29.9K +2,049 +10%
CWA
70
Capital Wealth Alliance
Arizona
$327K +$14.6K +1,002 +5%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$316K – – –
MML Investors Services
72
MML Investors Services
Massachusetts
$315K -$2.57K -176 -0.8%
GIA
73
Gladstone Institutional Advisory
Florida
$315K +$920 +63 +0.3%
QPW
74
Quantum Private Wealth
Florida
$301K +$292K +20,000 New
FWM
75
Focused Wealth Management
New York
$295K +$2.37K +162 +0.8%
1 2
3
4 5

ETY Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2021, worth a combined $455M — up 14% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 16 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.

  • 158 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $455M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.92M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2021.