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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $390M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $349M → $390M (+$40.6M)

0.53% more ownership

Funds ownership: 19.34% → 19.88% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 170 → 165 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
69
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.11M
2
HBCM
Heron Bay Capital Management
Michigan
+$1.58M
3
Invesco
Invesco
Georgia
+$1.44M
4
CA
Cornerstone Advisors
North Carolina
+$1.19M
5
GC
Guggenheim Capital
Illinois
+$933K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$3.33M
2
RA
RFG Advisory
Alabama
-$748K
3
AAS
Avantax Advisory Services
Texas
-$655K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$364K
5
MCC
Money Concepts Capital
Florida
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$171K +$17.2K +1,461 +12%
OLVIG
102
Oliver Lagore Vanvalin Investment Group
Michigan
$164K +$52.6K +4,475 +51%
CMS
103
Capital Market Strategies
Florida
$164K +$155K +13,154 New
VF
104
Virtu Financial
New York
$163K -$86.2K -7,337 -36%
MA
105
MONECO Advisors
Connecticut
$162K – – –
Brown Advisory
106
Brown Advisory
Maryland
$161K +$235 +20 +0.2%
WA
107
Wealth Alliance
New York
$157K +$14.4K +1,223 +11%
HI
108
Harbour Investments
Wisconsin
$156K +$975 +83 +0.7%
KPWS
109
Kestra Private Wealth Services
Texas
$156K +$59 +5 +0%
PFPT
110
Pinnacle Financial Partners (Tennessee)
Tennessee
$155K -$1.75K -149 -1%
IC
111
Inscription Capital
Texas
$146K – – –
MA
112
Mutual Advisors
Nebraska
$141K +$1.32K +112 +1%
DCM
113
Dudley Capital Management
Virginia
$141K +$917 +78 +0.7%
US Bancorp
114
US Bancorp
Minnesota
$138K -$25.4K -2,159 -16%
BHWM
115
Bar Harbor Wealth Management
New Hampshire
$136K -$35.3K -3,000 -22%
EDRIA
116
Edmonds Duncan Registered Investment Advisors
Kansas
$133K +$2.3K +196 +2%
IFWM
117
Institute for Wealth Management
Colorado
$125K – – –
IAS
118
Insigneo Advisory Services
Florida
$125K +$118K +10,038 New
MHS
119
M Holdings Securities
Oregon
$125K -$157K -13,369 -57%
LI
120
LVZ Inc
Michigan
$125K – – –
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$125K – – –
RVPG
122
Relative Value Partners Group
$125K – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$122K – – –
GWM
124
Geneos Wealth Management
Colorado
$118K – – –
CFGS
125
Concourse Financial Group Securities
Alabama
$112K – – –
3 4
5
6 7

ETY Hedge Fund Activity: Q2 2023 in Review

165 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2023, worth a combined $390M — up 12% from $349M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ETY and 10 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 69 added.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.33M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2023, down from 170 in Q1 2023.
  • Funds reported $390M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2023 was LPL Financial, an estimated $4.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.