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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

170 hedge funds and large institutions have $349M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.43% less ownership

Funds ownership: 19.77% → 19.34% (-0.43%)

3% less funds holding

Funds holding: 175 → 170 (-5)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

44% less capital invested

Capital invested by funds: $626M → $349M (-$277M)

Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
59
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GG
Golden Green
South Carolina
+$1.17M
2
RJA
Raymond James & Associates
Florida
+$1.03M
3
Wells Fargo
Wells Fargo
California
+$848K
4
HBCM
Heron Bay Capital Management
Michigan
+$833K
5
AWS
Atria Wealth Solutions
New York
+$626K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.55M
2
WAM
Weiss Asset Management
Massachusetts
-$1.28M
3
EC
Elequin Capital
New York
-$1.08M
4
GC
Guggenheim Capital
Illinois
-$909K
5
Invesco
Invesco
Georgia
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
101
Bar Harbor Wealth Management
New Hampshire
$162K – – –
DA
102
Doliver Advisors
Texas
$161K – – –
US Bancorp
103
US Bancorp
Minnesota
$154K +$1.36K +118 +0.9%
GSIAS
104
Garden State Investment Advisory Services
New Jersey
$152K +$358 +31 +0.2%
MA
105
MONECO Advisors
Connecticut
$152K – – –
Brown Advisory
106
Brown Advisory
Maryland
$150K +$150 +13 +0.1%
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$147K – – –
HF
108
HRT Financial
New York
$146K +$145K +12,550 New
KPWS
109
Kestra Private Wealth Services
Texas
$146K -$30K -2,595 -17%
HI
110
Harbour Investments
Wisconsin
$145K +$774 +67 +0.5%
KAS
111
Kestra Advisory Services
Texas
$143K +$1.26K +109 +0.9%
IC
112
Inscription Capital
Texas
$137K +$8.09K +700 +6%
WA
113
Wealth Alliance
New York
$133K +$1.34K +116 +1%
DCM
114
Dudley Capital Management
Virginia
$131K +$889 +77 +0.7%
MA
115
Mutual Advisors
Nebraska
$131K +$12.9K +1,121 +11%
OIA
116
OneDigital Investment Advisors
Kansas
$130K +$912 +79 +0.7%
EDRIA
117
Edmonds Duncan Registered Investment Advisors
Kansas
$122K +$2.25K +195 +2%
KF
118
Krilogy Financial
Missouri
$121K – – –
IFWM
119
Institute for Wealth Management
Colorado
$117K -$2.89K -250 -2%
LI
120
LVZ Inc
Michigan
$117K -$14.9K -1,291 -11%
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$117K – – –
RVPG
122
Relative Value Partners Group
$117K – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$115K +$3.81K +330 +3%
LOIM
124
Liberty One Investment Management
Illinois
$111K -$181K -15,644 -62%
GWM
125
Geneos Wealth Management
Colorado
$110K +$54.3K +4,700 +99%
3 4
5
6 7

ETY Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2023, worth a combined $349M — down 44% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETY and 12 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 59 added.

The largest buyer was Golden Green, opening a new position worth an estimated $1.17M. The largest seller was Advisors Asset Management, cutting an estimated $1.55M.

  • 170 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2023, down from 175 in Q4 2022.
  • Funds reported $349M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2023, down 44% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2023 and 16 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2023 was Golden Green, an estimated $1.17M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2023 was Advisors Asset Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2023.