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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

181 hedge funds and large institutions have $481M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

74% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 42

5% more funds holding

Funds holding: 173 → 181 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6.33% less ownership

Funds ownership: 29.24% → 22.91% (-6.3%)

14% less capital invested

Capital invested by funds: $561M → $481M (-$79.4M)

Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
73
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$9.68M
2
WS
Wedbush Securities
California
+$1.61M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.5M
4
RJA
Raymond James & Associates
Florida
+$1.21M
5
Cohen & Steers
Cohen & Steers
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$147M
2
Invesco
Invesco
Georgia
-$2.12M
3
SFS
Shaker Financial Services
Virginia
-$795K
4
CA
Cornerstone Advisory
Maryland
-$693K
5
AWM
AE Wealth Management
Kansas
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$994K -$13.3K -1,046 -1%
Truist Financial
52
Truist Financial
North Carolina
$979K -$14.8K -1,162 -2%
BRWA
53
B. Riley Wealth Advisors
Florida
$952K +$78.8K +6,186 +8%
Jane Street
54
Jane Street
New York
$947K +$903K +70,865 New
FAM
55
Flaharty Asset Management
Florida
$881K -$57.3K -4,496 -6%
WE
56
Wealth Effects
Massachusetts
$838K +$2K +157 +0.3%
KWM
57
Kingsview Wealth Management
Oregon
$824K – – –
CA
58
Cetera Advisors
Colorado
$716K +$273K +21,436 +67%
AWS
59
Atria Wealth Solutions
New York
$700K -$110K -8,661 -14%
EM
60
ELCO Management
New York
$695K -$56.1K -4,400 -8%
IAIM
61
International Assets Investment Management
Florida
$639K – – –
IP
62
Ignite Planners
California
$633K -$82.4K -6,465 -12%
NAS
63
NWF Advisory Services
California
$625K -$13.9K -1,090 -2%
SIAS
64
Summit Investment Advisory Services
Minnesota
$586K +$8.13K +638 +1%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$585K – – –
AAS
66
Ameritas Advisory Services
Nebraska
$565K +$540K +42,369 New
KAS
67
Kestra Advisory Services
Texas
$532K +$164K +12,887 +48%
SWA
68
Stratos Wealth Advisors
Ohio
$523K +$918 +72 +0.2%
DJYG
69
David J. Yvars Group
Florida
$507K +$2.01K +158 +0.4%
FAM
70
Formidable Asset Management
Ohio
$501K -$29.3K -2,300 -6%
SSWM
71
Strait & Sound Wealth Management
California
$487K +$1.12K +88 +0.2%
Corient Private Wealth
72
Corient Private Wealth
Florida
$458K +$14.7K +1,150 +3%
AAM
73
Advisors Asset Management
Colorado
$427K +$407K +31,931 New
Cerity Partners
74
Cerity Partners
New York
$421K +$242K +19,009 +152%
CB
75
Commerce Bank
Missouri
$411K -$10.6K -833 -3%
1 2
3
4 5

ETY Hedge Fund Activity: Q1 2024 in Review

181 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2024, worth a combined $481M — down 14% from $561M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETY positions and 10 closed out — a net gain of 9 holders — while 73 added to existing stakes and 42 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $9.68M. The largest seller was Morgan Stanley, cutting an estimated $147M.

  • 181 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2024, up from 173 in Q4 2023.
  • Funds reported $481M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2024, down 14% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2024 and 10 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $9.68M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2024.