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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $375M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

6% more funds holding

Funds holding: 165 → 175 (+10)

0.77% more ownership

Funds ownership: 19.88% → 20.64% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $390M → $375M (-$14.9M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
64
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.26M
2
CA
Cornerstone Advisors
North Carolina
+$1.7M
3
Comerica Bank
Comerica Bank
Texas
+$1.39M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.04M
5
IAIM
International Assets Investment Management
Florida
+$968K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.34M
2
RA
RFG Advisory
Alabama
-$1.22M
3
AWS
Atria Wealth Solutions
New York
-$671K
4
Wells Fargo
Wells Fargo
California
-$599K
5
CF
Centaurus Financial
California
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$195K – – –
OBWG
102
Onyx Bridge Wealth Group
New York
$193K +$1.98K +163 +1%
MWM
103
Mission Wealth Management
California
$190K – – –
FAG
104
Fortitude Advisory Group
Washington
$188K +$146 +12 +0.1%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$181K -$34.2K -2,819 -15%
BCP
106
Blue Chip Partners
Michigan
$178K -$3.82K -315 -2%
RIG
107
RiverFront Investment Group
Virginia
$175K +$184K +15,150 New
USCWA
108
U.S. Capital Wealth Advisors
Texas
$170K – – –
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$168K +$364 +30 +0.2%
CPIG
110
Chicago Partners Investment Group
Illinois
$166K – – –
OLVIG
111
Oliver Lagore Vanvalin Investment Group
Michigan
$152K – – –
MC
112
Moors & Cabot
Massachusetts
$152K -$20.6K -1,700 -11%
CMS
113
Capital Market Strategies
Florida
$150K – – –
Brown Advisory
114
Brown Advisory
Maryland
$149K +$230 +19 +0.1%
FSI
115
Flow State Investments
Illinois
$146K +$153K +12,646 New
SPC
116
Sigma Planning Corp
Michigan
$146K +$153K +12,638 New
WA
117
Wealth Alliance
New York
$146K +$85 +7 +0.1%
HI
118
Harbour Investments
Wisconsin
$145K +$461 +38 +0.3%
KPWS
119
Kestra Private Wealth Services
Texas
$144K +$73 +6 +0%
PFPT
120
Pinnacle Financial Partners (Tennessee)
Tennessee
$143K – – –
IC
121
Inscription Capital
Texas
$135K – – –
DCM
122
Dudley Capital Management
Virginia
$131K +$946 +78 +0.7%
SMC
123
Smith, Moore & Co
Missouri
$129K +$136K +11,219 New
LMKC
124
L.M. Kohn & Company
Ohio
$128K +$135K +11,104 New
US Bancorp
125
US Bancorp
Minnesota
$128K – – –
3 4
5
6 7

ETY Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2023, worth a combined $375M — down 3.8% from $390M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETY positions and 12 closed out — a net gain of 10 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $3.26M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.34M sold.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2023, up from 165 in Q2 2023.
  • Funds reported $375M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2023 was Invesco, an estimated $3.26M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2023 was Advisors Asset Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2023.