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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

158 hedge funds and large institutions have $455M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $400M → $455M (+$54.9M)

5% more funds holding

Funds holding: 150 → 158 (+8)

0.69% more ownership

Funds ownership: 18.86% → 19.55% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
55
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.92M
2
CAN
Cetera Advisor Networks
California
+$3.69M
3
Wells Fargo
Wells Fargo
California
+$1.17M
4
AAM
Advisors Asset Management
Colorado
+$991K
5
EM
ELCO Management
New York
+$921K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.73M
2
Cohen & Steers
Cohen & Steers
New York
-$1.5M
3
HI
Harbour Investments
Wisconsin
-$648K
4
FAM
Formidable Asset Management
Ohio
-$648K
5
CCP
Clough Capital Partners
Massachusetts
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
76
Northern Trust
Illinois
$293K +$9.1K +623 +3%
FAG
77
Fortitude Advisory Group
Washington
$282K +$274K +18,736 New
MWA
78
Monograph Wealth Advisors
California
$275K +$267K +18,246 New
MA
79
MONECO Advisors
Connecticut
$270K – – –
WJWM
80
Williams Jones Wealth Management
New York
$253K +$628 +43 +0.3%
MWM
81
Mission Wealth Management
California
$248K – – –
CWS
82
Confluence Wealth Services
Pennsylvania
$241K +$234K +16,036 New
BCP
83
Blue Chip Partners
Michigan
$229K – – –
KPWS
84
Kestra Private Wealth Services
Texas
$226K +$34.8K +2,383 +19%
CAMG
85
CWA Asset Management Group
Florida
$222K +$216K +14,767 New
AP
86
Americana Partners
Texas
$210K – – –
AAS
87
Avantax Advisory Services
Texas
$210K +$27.2K +1,860 +15%
CMS
88
Capital Market Strategies
Florida
$202K +$197K +13,454 New
APA
89
American Portfolios Advisors
New York
$195K – – –
PFPT
90
Pinnacle Financial Partners (Tennessee)
Tennessee
$184K – – –
BW
91
Bison Wealth
Georgia
$184K +$3.4K +233 +2%
BPA
92
Beacon Pointe Advisors
California
$184K +$29.2K +2,000 +20%
B
93
Bridgeworth
Alabama
$181K +$175K +12,000 New
CPA
94
Capital Planning Advisors
California
$178K – – –
IC
95
Inscription Capital
Texas
$166K -$43.8K -3,000 -21%
GI
96
Gradient Investments
Minnesota
$166K – – –
AWM
97
AE Wealth Management
Kansas
$162K +$157K +10,744 New
WH
98
Willner & Heller
California
$161K +$169K +11,562 New
BAS
99
Brown Advisory Securities
Maryland
$160K – – –
WA
100
Wealth Alliance
New York
$160K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2021, worth a combined $455M — up 14% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 16 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.

  • 158 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $455M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.92M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2021.