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Eaton Vance Tax-Managed Diversified Equity Income Fund

177 hedge funds and large institutions have $490M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.7M)

0.57% less ownership

Funds ownership: 22.91%22.33% (-0.57%)

2% less funds holding

Funds holding: 181177 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
58
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Flaharty Asset Management
Florida
$893K -$31.8K -2,356 -4%
KWM
52
Kingsview Wealth Management
Oregon
$836K -$29K -2,150 -3%
Lido Advisors
53
Lido Advisors
California
$820K -$251K -18,636 -24%
CF
54
Centaurus Financial
California
$798K -$260K -19,286 -25%
WE
55
Wealth Effects
Massachusetts
$761K -$115K -8,560 -14%
EM
56
ELCO Management
New York
$714K -$16.2K -1,200 -2%
IAIM
57
International Assets Investment Management
Florida
$677K -$675 -50 -0.1%
IP
58
Ignite Planners
California
$660K -$23.7K -1,754 -4%
Truist Financial
59
Truist Financial
North Carolina
$660K -$355K -26,312 -36%
NAS
60
NWF Advisory Services
California
$655K -$1.66K -123 -0.3%
AWS
61
Atria Wealth Solutions
New York
$654K -$78.4K -5,813 -11%
Mariner
62
Mariner
Kansas
$611K +$187K +13,891 +47%
AAS
63
Ameritas Advisory Services
Nebraska
$604K +$8.16K +605 +1%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$600K -$14.8K -1,100 -3%
USCWA
65
U.S. Capital Wealth Advisors
Texas
$572K +$333K +24,670 +154%
SWA
66
Stratos Wealth Advisors
Ohio
$551K +$1.15K +85 +0.2%
DJYG
67
David J. Yvars Group
Florida
$536K +$2.58K +191 +0.5%
KAS
68
Kestra Advisory Services
Texas
$527K -$31.6K -2,340 -6%
FAM
69
Formidable Asset Management
Ohio
$527K
SSWM
70
Strait & Sound Wealth Management
California
$514K +$3.06K +227 +0.6%
AFG
71
Atomi Financial Group
New York
$483K +$63.2K +4,682 +16%
Corient Private Wealth
72
Corient Private Wealth
Florida
$481K
MHS
73
M Holdings Securities
Oregon
$463K +$444K +32,938 New
CB
74
Commerce Bank
Missouri
$432K
BPA
75
Beacon Pointe Advisors
California
$424K +$67.5K +5,000 +20%

ETY Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2024, worth a combined $490M — up 1.8% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETY and 11 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $7.95M.

  • 177 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2024, down from 181 in Q1 2024.
  • Funds reported $490M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2024 and 13 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q2 2024.