We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

150 hedge funds and large institutions have $400M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 21

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0.08% less ownership

Funds ownership: 18.93% → 18.86% (-0.08%)

1% less capital invested

Capital invested by funds: $405M → $400M (-$5.06M)

1% less funds holding

Funds holding: 152 → 150 (-2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
53
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MPCG
Matrix Private Capital Group
New York
+$1.33M
2
RJA
Raymond James & Associates
Florida
+$1.21M
3
GC
Guggenheim Capital
Illinois
+$833K
4
CF
Centaurus Financial
California
+$595K
5
CCP
Clough Capital Partners
Massachusetts
+$574K

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$2.12M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.46M
3
Cohen & Steers
Cohen & Steers
New York
-$1.24M
4
Citigroup
Citigroup
New York
-$1.02M
5
EM
ELCO Management
New York
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mission Wealth Management
California
$230K – – –
MMA
77
Miracle Mile Advisors
California
$225K +$231K +16,122 New
BCP
78
Blue Chip Partners
Michigan
$212K – – –
KAS
79
Kestra Advisory Services
Texas
$207K +$32.4K +2,263 +18%
AP
80
Americana Partners
Texas
$195K – – –
IC
81
Inscription Capital
Texas
$195K +$201K +14,000 New
IA
82
Insight Advisors
Pennsylvania
$190K – – –
APA
83
American Portfolios Advisors
New York
$181K – – –
KPWS
84
Kestra Private Wealth Services
Texas
$177K +$630 +44 +0.3%
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$171K – – –
AAS
86
Avantax Advisory Services
Texas
$170K +$174K +12,113 New
BW
87
Bison Wealth
Georgia
$167K +$3.11K +217 +2%
CPA
88
Capital Planning Advisors
California
$165K – – –
GI
89
Gradient Investments
Minnesota
$153K – – –
BAS
90
Brown Advisory Securities
Maryland
$149K – – –
WA
91
Wealth Alliance
New York
$148K – – –
OBWG
92
Onyx Bridge Wealth Group
New York
$146K +$145K +10,100 New
KF
93
Krilogy Financial
Missouri
$145K – – –
IFWM
94
Institute for Wealth Management
Colorado
$144K – – –
BPA
95
Beacon Pointe Advisors
California
$142K -$146K -10,200 -50%
AWM
96
Accurate Wealth Management
Florida
$140K – – –
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$140K – – –
RVPG
98
Relative Value Partners Group
$140K – – –
Citigroup
99
Citigroup
New York
$127K -$1.02M -71,039 -89%
CFGS
100
Concourse Financial Group Securities
Alabama
$125K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2021, worth a combined $400M — down 1.2% from $405M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETY positions and 11 closed out — a net gain of 2 holders — while 53 added to existing stakes and 21 trimmed.

The largest buyer was Matrix Private Capital Group, adding an estimated $1.33M. The largest seller was RFG Advisory, cutting an estimated $2.12M.

  • 150 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2021, down from 152 in Q2 2021.
  • Funds reported $400M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2021, down 1.2% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2021 and 11 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2021 was Matrix Private Capital Group, an estimated $1.33M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2021 was RFG Advisory, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2021.