Eaton Vance Tax-Managed Diversified Equity Income Fund
193 hedge funds and large institutions have $528M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 48
4% more funds holding
Funds holding: 186 → 193 (+7)
4% more capital invested
Capital invested by funds: $506M → $528M (+$21.7M)
2.75% less ownership
Funds ownership: 25.19% → 22.43% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$3.38M |
| 2 |
Morgan Stanley
New York
|
+$2.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.13M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.12M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
-$70.6M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$6.11M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.23M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.63M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$888K |
ETY Hedge Fund Activity: Q4 2024 in Review
193 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2024, worth a combined $528M — up 4.3% from $506M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ETY positions and 13 closed out — a net gain of 14 holders — while 68 added to existing stakes and 48 trimmed.
The largest buyer was Essential Planning, opening a new position worth an estimated $3.38M. The largest seller was Pathway Financial Advisers, cutting an estimated $70.6M.
- 193 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2024, up from 186 in Q3 2024.
- Funds reported $528M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2024, up 4.3% quarter-over-quarter.
- 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2024 and 13 closed out, a net change of +14 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2024 was Essential Planning, an estimated $3.38M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2024 was Pathway Financial Advisers, an estimated $70.6M sold.
Based on aggregated 13F filings for Q4 2024.