We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 20.23% → 19.7% (-0.53%)

5% less funds holding

Funds holding: 174 → 165 (-9)

6% less capital invested

Capital invested by funds: $357M → $335M (-$21.5M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M
2
RJA
Raymond James & Associates
Florida
+$1.06M
3
IWM
IHT Wealth Management
Illinois
+$772K
4
MPCG
Matrix Private Capital Group
New York
+$721K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$1.83M
3
SWM
Spire Wealth Management
Virginia
-$1.64M
4
Cohen & Steers
Cohen & Steers
New York
-$1.61M
5
RA
RFG Advisory
Alabama
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
101
Capital Market Strategies
Florida
$146K – – –
Cerity Partners
102
Cerity Partners
New York
$143K +$163K +13,192 New
US Bancorp
103
US Bancorp
Minnesota
$142K – – –
APA
104
American Portfolios Advisors
New York
$141K – – –
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$137K +$2.25K +182 +1%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$124K +$141K +11,460 New
WA
107
Wealth Alliance
New York
$122K +$173 +14 +0.1%
KAS
108
Kestra Advisory Services
Texas
$122K +$139K +11,254 New
IWA
109
IBEX Wealth Advisors
New Jersey
$120K – – –
GI
110
Gradient Investments
Minnesota
$119K – – –
IC
111
Inscription Capital
Texas
$119K – – –
OIA
112
OneDigital Investment Advisors
Kansas
$119K +$1.01K +82 +0.8%
KF
113
Krilogy Financial
Missouri
$113K – – –
IFWM
114
Institute for Wealth Management
Colorado
$112K – – –
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$109K – – –
RVPG
116
Relative Value Partners Group
$109K – – –
RPCA
117
Running Point Capital Advisors
California
$109K – – –
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$109K +$124K +10,052 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$103K -$4.22K -342 -3%
CFGS
120
Concourse Financial Group Securities
Alabama
$98K – – –
GWM
121
Geneos Wealth Management
Colorado
$97K +$78.9K +6,392 +249%
AF
122
Allworth Financial
California
$88K -$691 -56 -0.7%
HIA
123
Harbor Investment Advisory
Maryland
$80K – – –
PA
124
Parallel Advisors
California
$71K +$284 +23 +0.4%
TWM
125
Tradition Wealth Management
Minnesota
$58K +$1.47K +119 +2%
3 4
5
6 7

ETY Hedge Fund Activity: Q3 2022 in Review

165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
  • Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2022.