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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $626M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

87% more capital invested

Capital invested by funds: $335M → $626M (+$291M)

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

6% more funds holding

Funds holding: 165 → 175 (+10)

0.07% more ownership

Funds ownership: 19.7% → 19.77% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
62
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$2.63M
2
GC
Guggenheim Capital
Illinois
+$1.82M
3
WAM
Weiss Asset Management
Massachusetts
+$1.36M
4
EC
Elequin Capital
New York
+$1.08M
5
WAM
Wolverine Asset Management
Illinois
+$727K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.26M
3
Cohen & Steers
Cohen & Steers
New York
-$1.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$809K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
101
Capital Market Strategies
Florida
$143K -$3.45K -300 -2%
US Bancorp
102
US Bancorp
Minnesota
$142K – – –
MA
103
MONECO Advisors
Connecticut
$142K -$70.1K -6,100 -32%
GSIAS
104
Garden State Investment Advisory Services
New Jersey
$141K +$149K +13,004 New
LFAS
105
Level Four Advisory Services
Texas
$141K +$149K +12,971 New
Brown Advisory
106
Brown Advisory
Maryland
$140K +$148K +12,859 New
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$137K – – –
HI
108
Harbour Investments
Wisconsin
$134K -$9.56K -832 -6%
KAS
109
Kestra Advisory Services
Texas
$132K +$10.1K +880 +8%
LI
110
LVZ Inc
Michigan
$123K +$130K +11,314 New
WA
111
Wealth Alliance
New York
$122K +$161 +14 +0.1%
DCM
112
Dudley Capital Management
Virginia
$121K +$128K +11,157 New
OIA
113
OneDigital Investment Advisors
Kansas
$120K +$953 +83 +0.8%
IWA
114
IBEX Wealth Advisors
New Jersey
$120K – – –
GI
115
Gradient Investments
Minnesota
$119K – – –
IC
116
Inscription Capital
Texas
$119K – – –
SI
117
Stephens Inc
Arkansas
$118K +$125K +10,859 New
KF
118
Krilogy Financial
Missouri
$113K – – –
IFWM
119
Institute for Wealth Management
Colorado
$112K – – –
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$111K +$2.31K +201 +2%
MA
121
Mutual Advisors
Nebraska
$110K +$116K +10,092 New
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
$109K – – –
RVPG
123
Relative Value Partners Group
$109K – – –
RPCA
124
Running Point Capital Advisors
California
$109K – – –
AWM
125
Accurate Wealth Management
Florida
$107K +$110K +9,595 New
3 4
5
6 7

ETY Hedge Fund Activity: Q4 2022 in Review

175 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2022, worth a combined $626M — up 87% from $335M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETY positions and 11 closed out — a net gain of 13 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was RFG Advisory, adding an estimated $2.63M. The largest seller was Morgan Stanley, cutting an estimated $6.69M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2022, up from 165 in Q3 2022.
  • Funds reported $626M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2022, up 87% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2022 and 11 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2022 was RFG Advisory, an estimated $2.63M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2022.