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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $626M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

87% more capital invested

Capital invested by funds: $335M → $626M (+$291M)

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

6% more funds holding

Funds holding: 165 → 175 (+10)

0.07% more ownership

Funds ownership: 19.7% → 19.77% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
62
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$2.63M
2
GC
Guggenheim Capital
Illinois
+$1.82M
3
WAM
Weiss Asset Management
Massachusetts
+$1.36M
4
EC
Elequin Capital
New York
+$1.08M
5
WAM
Wolverine Asset Management
Illinois
+$727K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.26M
3
Cohen & Steers
Cohen & Steers
New York
-$1.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$809K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$252K – – –
Creative Planning
77
Creative Planning
Kansas
$244K +$77.2K +6,722 +43%
FAG
78
Fortitude Advisory Group
Washington
$238K +$103 +9 +0%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$235K – – –
SWA
80
Stratos Wealth Advisors
Ohio
$234K +$247K +21,519 New
Cerity Partners
81
Cerity Partners
New York
$233K +$94.7K +8,242 +62%
SPC
82
Sigma Planning Corp
Michigan
$231K -$13.5K -1,179 -5%
MML Investors Services
83
MML Investors Services
Massachusetts
$228K +$2.06K +179 +0.9%
CWA
84
Capital Wealth Alliance
Arizona
$228K -$2.15K -187 -0.9%
FWM
85
Focused Wealth Management
New York
$221K +$3.32K +289 +1%
QPW
86
Quantum Private Wealth
Florida
$217K – – –
EH
87
Equitable Holdings
New York
$216K -$103K -8,994 -31%
Northern Trust
88
Northern Trust
Illinois
$211K – – –
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$209K +$89.9K +7,830 +68%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$204K +$22.5K +1,956 +12%
SSC
91
Syverson Strege & Co
Iowa
$192K – – –
MC
92
Moors & Cabot
Massachusetts
$192K -$3.27K -285 -2%
CPIG
93
Chicago Partners Investment Group
Illinois
$180K +$173K +15,087 New
MWM
94
Mission Wealth Management
California
$179K – – –
BCP
95
Blue Chip Partners
Michigan
$168K – – –
KPWS
96
Kestra Private Wealth Services
Texas
$164K +$712 +62 +0.4%
USCWA
97
U.S. Capital Wealth Advisors
Texas
$160K -$99.9K -8,700 -37%
CWS
98
Confluence Wealth Services
Pennsylvania
$151K -$11.5K -999 -7%
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$151K – – –
DA
100
Doliver Advisors
Texas
$150K +$159K +13,809 New
2 3
4
5 6

ETY Hedge Fund Activity: Q4 2022 in Review

175 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2022, worth a combined $626M — up 87% from $335M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETY positions and 11 closed out — a net gain of 13 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was RFG Advisory, adding an estimated $2.63M. The largest seller was Morgan Stanley, cutting an estimated $6.69M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2022, up from 165 in Q3 2022.
  • Funds reported $626M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2022, up 87% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2022 and 11 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2022 was RFG Advisory, an estimated $2.63M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2022.