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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

174 hedge funds and large institutions have $357M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

0.17% more ownership

Funds ownership: 20.06% → 20.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 175 → 174 (-1)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

18% less capital invested

Capital invested by funds: $434M → $357M (-$76.8M)

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
65
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$2.38M
2
RA
RFG Advisory
Alabama
+$1.35M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.15M
4
SWM
Spire Wealth Management
Virginia
+$1.06M
5
Wells Fargo
Wells Fargo
California
+$981K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.13M
2
Cohen & Steers
Cohen & Steers
New York
-$1.92M
3
GC
Guggenheim Capital
Illinois
-$1.75M
4
Morgan Stanley
Morgan Stanley
New York
-$1.5M
5
RJA
Raymond James & Associates
Florida
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Claraphi Advisory Network
United States
$265K +$16.6K +1,341 +6%
MHS
77
M Holdings Securities
Oregon
$263K -$5.21K -420 -2%
BPA
78
Beacon Pointe Advisors
California
$263K +$37.2K +3,000 +15%
BCM
79
Bluefin Capital Management
New York
$263K +$283K +22,796 New
CWS
80
Confluence Wealth Services
Pennsylvania
$247K +$38.3K +3,092 +19%
CWA
81
Capital Wealth Alliance
Arizona
$245K +$37 +3 +0%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$238K – – –
MML Investors Services
83
MML Investors Services
Massachusetts
$229K +$1.09K +88 +0.4%
QPW
84
Quantum Private Wealth
Florida
$226K – – –
FWM
85
Focused Wealth Management
New York
$225K +$1.22K +98 +0.5%
Northern Trust
86
Northern Trust
Illinois
$220K – – –
MA
87
MONECO Advisors
Connecticut
$217K – – –
MWA
88
Monograph Wealth Advisors
California
$207K +$25 +2 +0%
SSC
89
Syverson Strege & Co
Iowa
$200K +$24.7K +1,995 +13%
WJWM
90
Williams Jones Wealth Management
New York
$191K – – –
MWM
91
Mission Wealth Management
California
$187K – – –
FAG
92
Fortitude Advisory Group
Washington
$184K +$124 +10 +0.1%
BCP
93
Blue Chip Partners
Michigan
$175K +$1.71K +138 +0.9%
KPWS
94
Kestra Private Wealth Services
Texas
$170K -$483 -39 -0.3%
AP
95
Advisor Partners
California
$168K +$183K +14,800 New
PFO
96
Pathstone Family Office
New Jersey
$168K +$183K +14,800 New
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$165K +$181K +14,584 New
BHWM
98
Bar Harbor Wealth Management
New Hampshire
$157K +$172K +13,900 New
Creative Planning
99
Creative Planning
Kansas
$155K -$16.1K -1,300 -9%
CMS
100
Capital Market Strategies
Florida
$152K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2022, worth a combined $357M — down 18% from $434M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ETY and 19 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 65 added.

The largest buyer was Guardian Wealth Advisors (North Carolina), opening a new position worth an estimated $2.38M. The largest seller was Invesco, cutting an estimated $2.13M.

  • 174 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $357M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2022 and 20 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2022 was Invesco, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.