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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

170 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.43% less ownership

Funds ownership: 19.77% → 19.34% (-0.43%)

3% less funds holding

Funds holding: 175 → 170 (-5)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

44% less capital invested

Capital invested by funds: $626M → $349M (-$277M)

Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
59
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GG
Golden Green
South Carolina
+$1.17M
2
RJA
Raymond James & Associates
Florida
+$1.03M
3
Wells Fargo
Wells Fargo
California
+$848K
4
HBCM
Heron Bay Capital Management
Michigan
+$833K
5
AWS
Atria Wealth Solutions
New York
+$626K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.55M
2
WAM
Weiss Asset Management
Massachusetts
-$1.28M
3
EC
Elequin Capital
New York
-$1.08M
4
GC
Guggenheim Capital
Illinois
-$909K
5
Invesco
Invesco
Georgia
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$264K +$43.6K +3,779 +20%
SWA
77
Stratos Wealth Advisors
Ohio
$251K – – –
MML Investors Services
78
MML Investors Services
Massachusetts
$248K +$3K +260 +1%
CWA
79
Capital Wealth Alliance
Arizona
$244K -$554 -48 -0.2%
Creative Planning
80
Creative Planning
Kansas
$238K -$23.8K -2,064 -9%
VF
81
Virtu Financial
New York
$238K +$235K +20,386 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$236K +$233K +20,179 New
QPW
83
Quantum Private Wealth
Florida
$233K – – –
EH
84
Equitable Holdings
New York
$232K +$69 +6 +0%
Northern Trust
85
Northern Trust
Illinois
$227K – – –
Cerity Partners
86
Cerity Partners
New York
$216K -$31.8K -2,750 -13%
MWA
87
Monograph Wealth Advisors
California
$213K +$211K +18,260 New
FWM
88
Focused Wealth Management
New York
$212K -$25.2K -2,181 -11%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$209K -$42.4K -3,667 -17%
SPC
90
Sigma Planning Corp
Michigan
$208K -$39.5K -3,422 -16%
SSC
91
Syverson Strege & Co
Iowa
$206K – – –
AMC
92
Asset Management Corp
Illinois
$202K -$256K -22,165 -56%
MWM
93
Mission Wealth Management
California
$193K – – –
FAG
94
Fortitude Advisory Group
Washington
$189K -$65.7K -5,690 -26%
MC
95
Moors & Cabot
Massachusetts
$185K -$20.5K -1,774 -10%
BCP
96
Blue Chip Partners
Michigan
$180K – – –
CPIG
97
Chicago Partners Investment Group
Illinois
$173K – – –
USCWA
98
U.S. Capital Wealth Advisors
Texas
$172K – – –
Jane Street
99
Jane Street
New York
$167K +$166K +14,330 New
CWS
100
Confluence Wealth Services
Pennsylvania
$163K – – –
2 3
4
5 6

ETY Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2023, worth a combined $349M — down 44% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETY and 12 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 59 added.

The largest buyer was Golden Green, opening a new position worth an estimated $1.17M. The largest seller was Advisors Asset Management, cutting an estimated $1.55M.

  • 170 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2023, down from 175 in Q4 2022.
  • Funds reported $349M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2023, down 44% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2023 was Golden Green, an estimated $1.17M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2023 was Advisors Asset Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2023.