ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

Overview Fund Activity

172 hedge funds and large institutions have $560M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
64
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$285M
2
CA
2
Cornerstone Advisors
North Carolina
$12.7M
3
Invesco
3
Invesco
Georgia
$21.3M
4
KIM
4
Karpus Investment Management
New York
$2.96M
5
LCM
5
Landscape Capital Management
New Jersey
$2.77M

Top Sellers

1
TLFA
1
True Link Financial Advisors
California
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.82M
3
UBS Group
3
UBS Group
Switzerland
$8.76M
4
CF
4
Centaurus Financial
California
$973K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
101
Northern Trust
Illinois
$179K -$59.5K -4,884 -25%
CPIG
102
Chicago Partners Investment Group
Illinois
$177K -$10.2K -830 -5%
KWA
103
Kingswood Wealth Advisors
California
$170K -$134K -11,017 -44%
CMS
104
Capital Market Strategies
Florida
$165K +$4.56K +374 +3%
OLVIG
105
Oliver Lagore Vanvalin Investment Group
Michigan
$161K – – –
MC
106
Moors & Cabot
Massachusetts
$159K -$1.4K -115 -0.9%
Brown Advisory
107
Brown Advisory
Maryland
$158K +$256 +21 +0.2%
WA
108
Wealth Alliance
New York
$154K +$85 +7 +0.1%
Cerity Partners
109
Cerity Partners
New York
$152K +$152K +12,505 New
PFP
110
Pinnacle Financial Partners
Tennessee
$152K – – –
IC
111
Inscription Capital
Texas
$143K – – –
PA
112
Parallel Advisors
California
$143K +$62.1K +5,096 +77%
DCM
113
Dudley Capital Management
Virginia
$140K +$1K +82 +0.7%
SMC
114
Smith, Moore & Co
Missouri
$140K +$2.85K +234 +2%
LMKC
115
L.M. Kohn & Company
Ohio
$135K – – –
US Bancorp
116
US Bancorp
Minnesota
$135K – – –
EDRIA
117
Edmonds Duncan Registered Investment Advisors
Kansas
$135K +$2.52K +207 +2%
DWM
118
Dakota Wealth Management
Florida
$129K +$129K +10,600 New
KPWS
119
Kestra Private Wealth Services
Texas
$128K -$24.3K -1,995 -16%
LNC
120
Lincoln National Corp
Pennsylvania
$128K +$128K +10,495 New
DADC
121
D.A. Davidson & Co
Montana
$127K +$127K +10,454 New
AAS
122
Avantax Advisory Services
Texas
$125K +$125K +10,291 New
IAS
123
Insigneo Advisory Services
Florida
$122K – – –
LI
124
LVZ Inc
Michigan
$122K – – –
RVPG
125
Relative Value Partners Group
$122K – – –
3 4
5
6 7