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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $375M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

6% more funds holding

Funds holding: 165 → 175 (+10)

0.77% more ownership

Funds ownership: 19.88% → 20.64% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $390M → $375M (-$14.9M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
64
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.26M
2
CA
Cornerstone Advisors
North Carolina
+$1.7M
3
Comerica Bank
Comerica Bank
Texas
+$1.39M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.04M
5
IAIM
International Assets Investment Management
Florida
+$968K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.34M
2
RA
RFG Advisory
Alabama
-$1.22M
3
AWS
Atria Wealth Solutions
New York
-$671K
4
Wells Fargo
Wells Fargo
California
-$599K
5
CF
Centaurus Financial
California
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$764K +$97 +8 +0%
WE
52
Wealth Effects
Massachusetts
$738K +$546 +45 +0.1%
KWM
53
Kingsview Wealth Management
Oregon
$702K -$384K -31,666 -34%
Mariner
54
Mariner
Kansas
$667K -$154K -12,689 -18%
NA
55
NewEdge Advisors
Louisiana
$664K -$63.4K -5,231 -8%
EM
56
ELCO Management
New York
$657K – – –
CA
57
Cornerstone Advisory
Maryland
$656K – – –
IP
58
Ignite Planners
California
$636K +$226K +18,660 +51%
WS
59
Wedbush Securities
California
$604K -$27.3K -2,255 -4%
NAS
60
NWF Advisory Services
California
$551K -$315 -26 -0.1%
AAS
61
Ameritas Advisory Services
Nebraska
$548K +$15.5K +1,275 +3%
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$508K +$534K +44,051 New
FAM
63
Formidable Asset Management
Ohio
$474K -$12.1K -1,000 -2%
SWA
64
Stratos Wealth Advisors
Ohio
$450K +$212K +17,478 +81%
DJYG
65
David J. Yvars Group
Florida
$433K -$42.5K -3,501 -9%
NLG
66
New Legacy Group
New York
$433K – – –
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$430K +$276K +22,741 +157%
NAS
68
Nicolet Advisory Services
Wisconsin
$419K – – –
SSWM
69
Strait & Sound Wealth Management
California
$413K -$849 -70 -0.2%
Corient Private Wealth
70
Corient Private Wealth
Florida
$395K +$15.9K +1,310 +4%
OCM
71
One Capital Management
California
$391K +$411K +33,925 New
SIAS
72
Summit Investment Advisory Services
Minnesota
$386K +$59.4K +4,902 +17%
EC
73
Elequin Capital
New York
$378K +$398K +32,778 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$358K -$5.46K -450 -1%
CB
75
Commerce Bank
Missouri
$355K -$27.2K -2,243 -7%
1 2
3
4 5

ETY Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2023, worth a combined $375M — down 3.8% from $390M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETY positions and 12 closed out — a net gain of 10 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $3.26M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.34M sold.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2023, up from 165 in Q2 2023.
  • Funds reported $375M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2023 was Invesco, an estimated $3.26M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2023 was Advisors Asset Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2023.