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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $626M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

87% more capital invested

Capital invested by funds: $335M → $626M (+$291M)

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

6% more funds holding

Funds holding: 165 → 175 (+10)

0.07% more ownership

Funds ownership: 19.7% → 19.77% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
62
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$2.63M
2
GC
Guggenheim Capital
Illinois
+$1.82M
3
WAM
Weiss Asset Management
Massachusetts
+$1.36M
4
EC
Elequin Capital
New York
+$1.08M
5
WAM
Wolverine Asset Management
Illinois
+$727K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.26M
3
Cohen & Steers
Cohen & Steers
New York
-$1.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$809K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$686K +$25.7K +2,237 +4%
AAS
52
Ameritas Advisory Services
Nebraska
$677K +$313K +27,284 +78%
EM
53
ELCO Management
New York
$672K +$8.04K +700 +1%
AAS
54
Avantax Advisory Services
Texas
$623K +$80.2K +6,983 +14%
CA
55
Cornerstone Advisory
Maryland
$608K +$45.8K +3,984 +8%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$594K -$28.7K -2,500 -4%
TSS
57
Two Sigma Securities
New York
$593K +$627K +54,577 New
NA
58
NewEdge Advisors
Louisiana
$585K +$91.9K +8,000 +15%
FAM
59
Formidable Asset Management
Ohio
$453K – – –
DJYG
60
David J. Yvars Group
Florida
$443K +$38.5K +3,351 +9%
AMC
61
Asset Management Corp
Illinois
$429K +$2.23K +194 +0.5%
NAS
62
Nicolet Advisory Services
Wisconsin
$424K – – –
LCM
63
Landscape Capital Management
New Jersey
$408K +$432K +37,602 New
NLG
64
New Legacy Group
New York
$407K – – –
WS
65
Wedbush Securities
California
$388K +$59.6K +5,184 +17%
CB
66
Commerce Bank
Missouri
$366K – – –
SSWM
67
Strait & Sound Wealth Management
California
$360K +$361K +31,425 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$335K +$47.1K +4,097 +15%
AWM
69
AE Wealth Management
Kansas
$312K -$21.1K -1,835 -6%
MCC
70
Money Concepts Capital
Florida
$311K -$34.5K -3,001 -9%
CA
71
Cetera Advisors
Colorado
$309K +$44.1K +3,841 +16%
SIAS
72
Summit Investment Advisory Services
Minnesota
$305K +$323K +28,088 New
OBWG
73
Onyx Bridge Wealth Group
New York
$286K +$2.69K +234 +0.9%
LOIM
74
Liberty One Investment Management
Illinois
$273K -$34.5K -3,001 -11%
MHS
75
M Holdings Securities
Oregon
$255K +$758 +66 +0.3%
1 2
3
4 5

ETY Hedge Fund Activity: Q4 2022 in Review

175 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2022, worth a combined $626M — up 87% from $335M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETY positions and 11 closed out — a net gain of 13 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was RFG Advisory, adding an estimated $2.63M. The largest seller was Morgan Stanley, cutting an estimated $6.69M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2022, up from 165 in Q3 2022.
  • Funds reported $626M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2022, up 87% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2022 and 11 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2022 was RFG Advisory, an estimated $2.63M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2022.