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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $434M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11% more funds holding

Funds holding: 158 → 175 (+17)

0.51% more ownership

Funds ownership: 19.55% → 20.06% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $455M → $434M (-$21.3M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
61
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.5M
2
Wells Fargo
Wells Fargo
California
+$2.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.06M
5
Lido Advisors
Lido Advisors
California
+$938K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.58M
2
AF
Advisornet Financial
Minnesota
-$1.38M
3
GC
Guggenheim Capital
Illinois
-$1.28M
4
Cohen & Steers
Cohen & Steers
New York
-$826K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Claraphi Advisory Network
United States
$308K – – –
CWA
77
Capital Wealth Alliance
Arizona
$302K -$2.08K -149 -0.7%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$293K – – –
MML Investors Services
79
MML Investors Services
Massachusetts
$282K -$10.6K -756 -4%
BPA
80
Beacon Pointe Advisors
California
$282K +$112K +8,000 +66%
QPW
81
Quantum Private Wealth
Florida
$279K – – –
AWM
82
AE Wealth Management
Kansas
$277K +$127K +9,076 +84%
FWM
83
Focused Wealth Management
New York
$276K +$2.46K +176 +0.9%
Northern Trust
84
Northern Trust
Illinois
$272K – – –
MA
85
MONECO Advisors
Connecticut
$267K – – –
MWA
86
Monograph Wealth Advisors
California
$255K +$42 +3 +0%
OFG
87
OTA Financial Group
New York
$244K +$244K +17,483 New
WJWM
88
Williams Jones Wealth Management
New York
$235K +$586 +42 +0.2%
MWM
89
Mission Wealth Management
California
$230K – – –
FAG
90
Fortitude Advisory Group
Washington
$227K -$35.4K -2,537 -14%
CWS
91
Confluence Wealth Services
Pennsylvania
$224K – – –
SSC
92
Syverson Strege & Co
Iowa
$219K +$114K +8,161 +109%
BCP
93
Blue Chip Partners
Michigan
$214K +$1.19K +85 +0.6%
KPWS
94
Kestra Private Wealth Services
Texas
$210K -$642 -46 -0.3%
Creative Planning
95
Creative Planning
Kansas
$209K +$209K +14,957 New
CAMG
96
CWA Asset Management Group
Florida
$208K +$1.41K +101 +0.7%
WH
97
Willner & Heller
California
$199K +$23K +1,648 +14%
KAS
98
Kestra Advisory Services
Texas
$196K +$196K +14,052 New
AP
99
Americana Partners
Texas
$195K – – –
BHTS
100
Bar Harbor Trust Services
Maine
$194K +$194K +13,900 New
2 3
4
5 6

ETY Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2022, worth a combined $434M — down 4.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETY positions and 5 closed out — a net gain of 21 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $4.58M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2022, up from 158 in Q4 2021.
  • Funds reported $434M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.5M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2022 was Invesco, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.