Eaton Vance Tax-Managed Diversified Equity Income Fund
186 hedge funds and large institutions have $506M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
24% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 49
5% more funds holding
Funds holding: 177 → 186 (+9)
2.85% more ownership
Funds ownership: 22.33% → 25.19% (+2.9%)
3% more capital invested
Capital invested by funds: $490M → $506M (+$16M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$67M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.41M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.33M |
| 4 |
Morgan Stanley
New York
|
+$2.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$11.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.96M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$3.35M |
| 4 |
FSI
Flow State Investments
Chicago,
Illinois
|
-$1.66M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.09M |
ETY Hedge Fund Activity: Q3 2024 in Review
186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2024, worth a combined $506M — up 3.3% from $490M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ETY positions and 10 closed out — a net gain of 10 holders — while 61 added to existing stakes and 49 trimmed.
The largest buyer was Pathway Financial Advisers, adding an estimated $67M. The largest seller was Cornerstone Advisors, cutting an estimated $11.2M.
- 186 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2024, up from 177 in Q2 2024.
- Funds reported $506M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2024, up 3.3% quarter-over-quarter.
- 20 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2024 and 10 closed out, a net change of +10 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2024 was Pathway Financial Advisers, an estimated $67M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2024.