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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 20.23% → 19.7% (-0.53%)

5% less funds holding

Funds holding: 174 → 165 (-9)

6% less capital invested

Capital invested by funds: $357M → $335M (-$21.5M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M
2
RJA
Raymond James & Associates
Florida
+$1.06M
3
IWM
IHT Wealth Management
Illinois
+$772K
4
MPCG
Matrix Private Capital Group
New York
+$721K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$1.83M
3
SWM
Spire Wealth Management
Virginia
-$1.64M
4
Cohen & Steers
Cohen & Steers
New York
-$1.61M
5
RA
RFG Advisory
Alabama
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cornerstone Advisory
Maryland
$565K +$25.1K +2,030 +4%
AAS
52
Avantax Advisory Services
Texas
$547K +$30.5K +2,474 +5%
FAM
53
Formidable Asset Management
Ohio
$496K – – –
AMC
54
Asset Management Corp
Illinois
$427K +$2.38K +193 +0.5%
JIC
55
Joel Isaacson & Co
New York
$424K +$7.75K +628 +2%
BCM
56
Bluefin Capital Management
New York
$424K +$200K +16,212 +71%
NLG
57
New Legacy Group
New York
$407K – – –
DJYG
58
David J. Yvars Group
Florida
$407K +$13.8K +1,115 +3%
NAS
59
Nicolet Advisory Services
Wisconsin
$398K +$454K +36,743 New
OFG
60
OTA Financial Group
New York
$389K +$443K +35,865 New
AAS
61
Ameritas Advisory Services
Nebraska
$381K +$15.1K +1,225 +4%
CB
62
Commerce Bank
Missouri
$366K – – –
MCC
63
Money Concepts Capital
Florida
$344K +$331K +26,826 +557%
EVM
64
Eaton Vance Management
Massachusetts
$339K – – –
AWM
65
AE Wealth Management
Kansas
$332K -$42.3K -3,429 -10%
WS
66
Wedbush Securities
California
$331K +$28.9K +2,339 +8%
PFO
67
Pathstone Family Office
New Jersey
$322K +$183K +14,800 +100%
EH
68
Equitable Holdings
New York
$313K +$74 +6 +0%
LOIM
69
Liberty One Investment Management
Illinois
$306K -$198K -16,045 -36%
AWA
70
Arete Wealth Advisors
Illinois
$304K -$10.4K -844 -3%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$290K -$75.8K -6,138 -19%
OBWG
72
Onyx Bridge Wealth Group
New York
$286K +$4.53K +367 +1%
CA
73
Cetera Advisors
Colorado
$267K +$4.8K +389 +2%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$255K -$125K -10,155 -30%
VVP
75
Venture Visionary Partners
Ohio
$255K – – –
1 2
3
4 5

ETY Hedge Fund Activity: Q3 2022 in Review

165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
  • Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2022.