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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

154 hedge funds and large institutions have $372M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 28

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.8M)

0.1% less ownership

Funds ownership: 19.33% → 19.23% (-0.1%)

4% less funds holding

Funds holding: 161 → 154 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
16
Increased
53
Reduced
28
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.33M
2
SFS
Shaker Financial Services
Virginia
+$1.43M
3
RJA
Raymond James & Associates
Florida
+$1.32M
4
Goldman Sachs
Goldman Sachs
New York
+$1.25M
5
MPCG
Matrix Private Capital Group
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.2M
2
HBCM
Heron Bay Capital Management
Michigan
-$2.72M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.75M
4
Ameriprise
Ameriprise
Minnesota
-$882K
5
Cerity Partners
Cerity Partners
New York
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$130K +$13.1K +1,052 +12%
RVPG
102
Relative Value Partners Group
$128K -$141K -11,300 -53%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$128K – – –
CFGS
104
Concourse Financial Group Securities
Alabama
$115K – – –
Bessemer Group
105
Bessemer Group
New Jersey
$109K – – –
AF
106
Allworth Financial
California
$104K +$53.8K +4,305 +111%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$103K -$81.7K -6,540 -45%
HIA
108
Harbor Investment Advisory
Maryland
$95K -$5K -400 -5%
RG
109
Retirement Group
California
$81K +$9K +720 +13%
CCMW
110
Cypress Capital Management (Wyoming)
Wyoming
$68K – – –
PA
111
Parallel Advisors
California
$64K – – –
PK
112
Pflug Koory
Nebraska
$64K – – –
WB
113
Webster Bank
Connecticut
$62K – – –
TWM
114
Tradition Wealth Management
Minnesota
$60K +$1.19K +95 +2%
NFG
115
Next Financial Group
Texas
$52K – – –
GWM
116
Geneos Wealth Management
Colorado
$51K – – –
AWA
117
Arkadios Wealth Advisors
Georgia
$50K -$6.02K -482 -11%
CBT
118
CoreFirst Bank & Trust
Kansas
$46K – – –
EP
119
Eudaimonia Partners
Tennessee
$44K -$8.29K -663 -16%
APWA
120
Atlas Private Wealth Advisors
New Jersey
$43K – – –
FF
121
FourThought Financial
Florida
$43K – – –
RFA
122
Reilly Financial Advisors
California
$41K – – –
PFBT
123
Parkside Financial Bank & Trust
Missouri
$34K – – –
SFS
124
Sowell Financial Services
Arkansas
$31K – – –
TLCM
125
Twin Lakes Capital Management
California
$29K +$28.3K +2,261 New
3 4
5
6 7

ETY Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2021, worth a combined $372M — up 3.6% from $359M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ETY and 16 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 53 added.

The largest buyer was Cohen & Steers, adding an estimated $2.33M. The largest seller was Karpus Investment Management, cutting an estimated $8.2M.

  • 154 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2021, down from 161 in Q4 2020.
  • Funds reported $372M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2021 and 22 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2021 was Cohen & Steers, an estimated $2.33M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $8.2M sold.

Based on aggregated 13F filings for Q1 2021.