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Eaton Vance Tax-Managed Diversified Equity Income Fund

175 hedge funds and large institutions have $434M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11% more funds holding

Funds holding: 158175 (+17)

0.51% more ownership

Funds ownership: 19.55%20.06% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $455M → $434M (-$21.3M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
61
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMS
101
Capital Market Strategies
Florida
$188K
US Bancorp
102
US Bancorp
Minnesota
$183K +$113K +8,090 +162%
APA
103
American Portfolios Advisors
New York
$181K
ECM
104
ExodusPoint Capital Management
New York
$172K +$172K +12,285 New
ACM
105
Advisors Capital Management
New Jersey
$172K +$172K +12,294 New
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$171K
B
107
Bridgeworth
Alabama
$168K
CPA
108
Capital Planning Advisors
California
$165K
WA
109
Wealth Alliance
New York
$157K +$8.35K +598 +6%
GI
110
Gradient Investments
Minnesota
$154K
IC
111
Inscription Capital
Texas
$154K
IWA
112
IBEX Wealth Advisors
New Jersey
$154K +$154K +11,012 New
OIA
113
OneDigital Investment Advisors
Kansas
$151K +$151K +10,832 New
BAS
114
Brown Advisory Securities
Maryland
$149K
Jane Street
115
Jane Street
New York
$149K +$149K +10,681 New
BW
116
Bison Wealth
Georgia
$146K -$24.7K -1,772 -14%
KF
117
Krilogy Financial
Missouri
$145K
IFWM
118
Institute for Wealth Management
Colorado
$144K
AWM
119
Accurate Wealth Management
Florida
$141K
RGF
120
Retirement Guys Formula
Ohio
$141K
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$140K
RVPG
122
Relative Value Partners Group
$140K
RPCA
123
Running Point Capital Advisors
California
$140K +$140K +10,000 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$133K -$9.81K -703 -7%
CI
125
Carroll Investors
South Carolina
$128K

ETY Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2022, worth a combined $434M — down 4.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETY positions and 5 closed out — a net gain of 21 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $4.58M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2022, up from 158 in Q4 2021.
  • Funds reported $434M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.5M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2022 was Invesco, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.