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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

174 hedge funds and large institutions have $357M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

0.17% more ownership

Funds ownership: 20.06% → 20.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 175 → 174 (-1)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

18% less capital invested

Capital invested by funds: $434M → $357M (-$76.8M)

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
65
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$2.38M
2
RA
RFG Advisory
Alabama
+$1.35M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.15M
4
SWM
Spire Wealth Management
Virginia
+$1.06M
5
Wells Fargo
Wells Fargo
California
+$981K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.13M
2
Cohen & Steers
Cohen & Steers
New York
-$1.92M
3
GC
Guggenheim Capital
Illinois
-$1.75M
4
Morgan Stanley
Morgan Stanley
New York
-$1.5M
5
RJA
Raymond James & Associates
Florida
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$150K +$164K +13,198 New
US Bancorp
102
US Bancorp
Minnesota
$148K – – –
APA
103
American Portfolios Advisors
New York
$147K – – –
HF
104
HRT Financial
New York
$141K -$225K -18,136 -59%
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$141K +$1.86K +150 +1%
ACM
106
Advisors Capital Management
New Jersey
$139K – – –
CPA
107
Capital Planning Advisors
California
$134K – – –
RVPG
108
Relative Value Partners Group
$127K – – –
WA
109
Wealth Alliance
New York
$127K +$174 +14 +0.1%
GI
110
Gradient Investments
Minnesota
$125K – – –
IWA
111
IBEX Wealth Advisors
New Jersey
$125K – – –
IC
112
Inscription Capital
Texas
$125K – – –
OIA
113
OneDigital Investment Advisors
Kansas
$124K +$930 +75 +0.7%
BAS
114
Brown Advisory Securities
Maryland
$121K – – –
BW
115
Bison Wealth
Georgia
$121K +$2.79K +225 +2%
OFG
116
Oxford Financial Group
Indiana
$119K +$130K +10,500 New
IFWM
117
Institute for Wealth Management
Colorado
$117K – – –
KF
118
Krilogy Financial
Missouri
$117K – – –
AWM
119
Accurate Wealth Management
Florida
$114K – – –
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$113K – – –
RPCA
121
Running Point Capital Advisors
California
$113K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$112K +$4.24K +342 +4%
CFGS
123
Concourse Financial Group Securities
Alabama
$102K – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$94K – – –
AF
125
Allworth Financial
California
$93K – – –
3 4
5
6 7

ETY Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2022, worth a combined $357M — down 18% from $434M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ETY and 19 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 65 added.

The largest buyer was Guardian Wealth Advisors (North Carolina), opening a new position worth an estimated $2.38M. The largest seller was Invesco, cutting an estimated $2.13M.

  • 174 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $357M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2022 and 20 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2022 was Invesco, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.