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Eaton Vance Tax-Managed Diversified Equity Income Fund

175 hedge funds and large institutions have $434M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11% more funds holding

Funds holding: 158175 (+17)

0.51% more ownership

Funds ownership: 19.55%20.06% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $455M → $434M (-$21.3M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
61
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$652K -$126K -8,990 -16%
FAM
52
Formidable Asset Management
Ohio
$582K +$582K +41,670 New
AMC
53
Asset Management Corp
Illinois
$560K +$2.54K +182 +0.5%
NA
54
NewEdge Advisors
Louisiana
$550K +$226K +16,157 +69%
LOIM
55
Liberty One Investment Management
Illinois
$538K +$6.03K +432 +1%
NLG
56
New Legacy Group
New York
$524K
DJYG
57
David J. Yvars Group
Florida
$509K -$160K -11,438 -24%
JIC
58
Joel Isaacson & Co
New York
$506K +$9.7K +695 +2%
AAS
59
Ameritas Advisory Services
Nebraska
$472K +$3.8K +272 +0.8%
CB
60
Commerce Bank
Missouri
$471K +$34.9K +2,500 +8%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$470K +$48.9K +3,500 +12%
AWA
62
Arete Wealth Advisors
Illinois
$444K +$26.3K +1,887 +6%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$440K +$87.2K +6,248 +25%
EVM
64
Eaton Vance Management
Massachusetts
$436K
HF
65
HRT Financial
New York
$428K +$428K +30,643 New
EH
66
Equitable Holdings
New York
$409K +$5.65K +405 +1%
MC
67
Moors & Cabot
Massachusetts
$402K +$21.5K +1,543 +6%
SI
68
Stephens Inc
Arkansas
$359K +$2.83K +203 +0.8%
Millennium Management
69
Millennium Management
New York
$347K +$347K +24,835 New
CA
70
Cetera Advisors
Colorado
$332K +$6.71K +481 +2%
WS
71
Wedbush Securities
California
$331K -$120K -8,615 -27%
MHS
72
M Holdings Securities
Oregon
$330K +$329K +23,599 New
VVP
73
Venture Visionary Partners
Ohio
$328K
SPC
74
Sigma Planning Corp
Michigan
$321K -$12.8K -917 -4%
OBWG
75
Onyx Bridge Wealth Group
New York
$317K +$208K +14,863 +147%

ETY Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2022, worth a combined $434M — down 4.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETY positions and 5 closed out — a net gain of 21 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $4.58M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2022, up from 158 in Q4 2021.
  • Funds reported $434M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.5M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2022 was Invesco, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.