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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 20.23% → 19.7% (-0.53%)

5% less funds holding

Funds holding: 174 → 165 (-9)

6% less capital invested

Capital invested by funds: $357M → $335M (-$21.5M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M
2
RJA
Raymond James & Associates
Florida
+$1.06M
3
IWM
IHT Wealth Management
Illinois
+$772K
4
MPCG
Matrix Private Capital Group
New York
+$721K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$1.83M
3
SWM
Spire Wealth Management
Virginia
-$1.64M
4
Cohen & Steers
Cohen & Steers
New York
-$1.61M
5
RA
RFG Advisory
Alabama
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
76
M Holdings Securities
Oregon
$254K +$2.56K +207 +0.9%
BPA
77
Beacon Pointe Advisors
California
$252K – – –
SPC
78
Sigma Planning Corp
Michigan
$244K -$16.4K -1,330 -6%
FAG
79
Fortitude Advisory Group
Washington
$238K +$70.5K +5,710 +35%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$235K +$164K +13,286 +160%
CWA
81
Capital Wealth Alliance
Arizona
$229K -$5.95K -482 -2%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$228K +$37 +3 +0%
MML Investors Services
83
MML Investors Services
Massachusetts
$226K +$7.1K +575 +3%
FWM
84
Focused Wealth Management
New York
$218K +$2.63K +213 +1%
QPW
85
Quantum Private Wealth
Florida
$217K – – –
Northern Trust
86
Northern Trust
Illinois
$211K – – –
MA
87
MONECO Advisors
Connecticut
$208K – – –
MC
88
Moors & Cabot
Massachusetts
$195K -$97.2K -7,877 -31%
SSC
89
Syverson Strege & Co
Iowa
$192K – – –
WJWM
90
Williams Jones Wealth Management
New York
$185K +$2.64K +214 +1%
VF
91
Virtu Financial
New York
$184K +$209K +16,927 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$183K +$28.1K +2,276 +16%
MWM
93
Mission Wealth Management
California
$179K – – –
Creative Planning
94
Creative Planning
Kansas
$171K +$26.2K +2,120 +16%
BCP
95
Blue Chip Partners
Michigan
$168K – – –
KPWS
96
Kestra Private Wealth Services
Texas
$163K +$802 +65 +0.4%
CWS
97
Confluence Wealth Services
Pennsylvania
$162K -$51.6K -4,183 -22%
API
98
Advisor Partners II
California
$161K +$183K +14,800 New
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$151K – – –
HI
100
Harbour Investments
Wisconsin
$150K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q3 2022 in Review

165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
  • Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2022.