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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

158 hedge funds and large institutions have $455M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $400M → $455M (+$54.9M)

5% more funds holding

Funds holding: 150 → 158 (+8)

0.69% more ownership

Funds ownership: 18.86% → 19.55% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
55
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.92M
2
CAN
Cetera Advisor Networks
California
+$3.69M
3
Wells Fargo
Wells Fargo
California
+$1.17M
4
AAM
Advisors Asset Management
Colorado
+$991K
5
EM
ELCO Management
New York
+$921K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.73M
2
Cohen & Steers
Cohen & Steers
New York
-$1.5M
3
HI
Harbour Investments
Wisconsin
-$648K
4
FAM
Formidable Asset Management
Ohio
-$648K
5
CCP
Clough Capital Partners
Massachusetts
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
101
Krilogy Financial
Missouri
$156K – – –
IFWM
102
Institute for Wealth Management
Colorado
$155K – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$154K +$149K +10,203 New
RGF
104
Retirement Guys Formula
Ohio
$152K +$148K +10,100 New
AWM
105
Accurate Wealth Management
Florida
$151K – – –
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$151K – – –
OBWG
107
Onyx Bridge Wealth Group
New York
$151K – – –
RVPG
108
Relative Value Partners Group
$151K – – –
HI
109
Harbour Investments
Wisconsin
$143K -$648K -44,377 -82%
CI
110
Carroll Investors
South Carolina
$138K +$134K +9,180 New
CFGS
111
Concourse Financial Group Securities
Alabama
$135K – – –
Bessemer Group
112
Bessemer Group
New Jersey
$128K – – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$124K +$2.72K +186 +2%
AF
114
Allworth Financial
California
$123K – – –
SSC
115
Syverson Strege & Co
Iowa
$113K – – –
HIA
116
Harbor Investment Advisory
Maryland
$112K – – –
RG
117
Retirement Group
California
$96K +$22.9K +1,570 +33%
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$80K – – –
PA
119
Parallel Advisors
California
$75K – – –
PK
120
Pflug Koory
Nebraska
$75K – – –
US Bancorp
121
US Bancorp
Minnesota
$75K – – –
TWM
122
Tradition Wealth Management
Minnesota
$75K +$1.39K +95 +2%
WB
123
Webster Bank
Connecticut
$73K – – –
HCP
124
Hexagon Capital Partners
Arkansas
$71K – – –
WFS
125
Widmann Financial Services
Maryland
$70K +$68.7K +4,700 New
3 4
5
6 7

ETY Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2021, worth a combined $455M — up 14% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 16 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.

  • 158 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $455M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.92M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2021.