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Eaton Vance Tax-Managed Diversified Equity Income Fund

177 hedge funds and large institutions have $490M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.7M)

0.57% less ownership

Funds ownership: 22.91%22.33% (-0.57%)

2% less funds holding

Funds holding: 181177 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
58
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$421K +$45K +3,332 +13%
Creative Planning
77
Creative Planning
Kansas
$420K +$15.9K +1,175 +4%
NAS
78
Nicolet Advisory Services
Wisconsin
$397K
MWA
79
Monograph Wealth Advisors
California
$390K +$128K +9,503 +52%
CL
80
Choreo LLC
Illinois
$384K +$369K +27,355 New
AWA
81
Arete Wealth Advisors
Illinois
$366K +$5.79K +429 +2%
MCM
82
Mendel Capital Management
Arkansas
$339K
BB
83
Burford Brothers
Texas
$318K
GRP
84
Global Retirement Partners
California
$290K +$255K +18,871 +1,051%
QPW
85
Quantum Private Wealth
Florida
$281K
LA
86
Lane & Associates
New Jersey
$277K +$5.8K +430 +2%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$275K +$2.87K +213 +1%
HI
88
Harbour Investments
Wisconsin
$268K +$39.8K +2,948 +18%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$258K +$6.02K +446 +2%
MML Investors Services
90
MML Investors Services
Massachusetts
$254K -$55K -4,078 -18%
OBWG
91
Onyx Bridge Wealth Group
New York
$252K +$5.24K +388 +2%
SSC
92
Syverson Strege & Co
Iowa
$248K
Neuberger Berman Group
93
Neuberger Berman Group
New York
$237K
MWM
94
Mission Wealth Management
California
$232K
AAS
95
Avantax Advisory Services
Texas
$232K +$64.6K +4,788 +41%
CWA
96
Capital Wealth Alliance
Arizona
$231K
FAG
97
Fortitude Advisory Group
Washington
$228K
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$225K +$13 +1 +0%
BCP
99
Blue Chip Partners
Michigan
$217K
GSIAS
100
Garden State Investment Advisory Services
New Jersey
$215K -$5.52K -409 -3%

ETY Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2024, worth a combined $490M — up 1.8% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETY and 11 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $7.95M.

  • 177 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2024, down from 181 in Q1 2024.
  • Funds reported $490M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2024 and 13 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q2 2024.