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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

177 hedge funds and large institutions have $490M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.7M)

0.57% less ownership

Funds ownership: 22.91% → 22.33% (-0.57%)

2% less funds holding

Funds holding: 181 → 177 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
58
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$3.21M
2
GC
Guggenheim Capital
Illinois
+$2.02M
3
Wells Fargo
Wells Fargo
California
+$1.53M
4
SFS
Shaker Financial Services
Virginia
+$1.43M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$761K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$7.95M
2
RJA
Raymond James & Associates
Florida
-$5.69M
3
LCM
Landscape Capital Management
New Jersey
-$2.12M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.11M
5
Jane Street
Jane Street
New York
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$207K – – –
VF
102
Virtu Financial
New York
$200K -$7.7K -571 -4%
WA
103
Wealth Alliance
New York
$199K +$10.3K +767 +6%
DADC
104
D.A. Davidson & Co
Montana
$196K – – –
EH
105
Equitable Holdings
New York
$196K +$81 +6 +0%
FWM
106
Focused Wealth Management
New York
$193K -$38.8K -2,872 -17%
CPIG
107
Chicago Partners Investment Group
Illinois
$192K – – –
SWP
108
Stratos Wealth Partners
Ohio
$186K +$178K +13,210 New
OLVIG
109
Oliver Lagore Vanvalin Investment Group
Michigan
$185K – – –
Brown Advisory
110
Brown Advisory
Maryland
$182K +$310 +23 +0.2%
CWS
111
Confluence Wealth Services
Pennsylvania
$179K +$4.79K +355 +3%
Cerity Partners
112
Cerity Partners
New York
$176K -$256K -19,009 -60%
PA
113
Parallel Advisors
California
$173K +$6.99K +518 +4%
PFPT
114
Pinnacle Financial Partners (Tennessee)
Tennessee
$166K – – –
DCM
115
Dudley Capital Management
Virginia
$163K +$1.2K +89 +0.8%
MC
116
Moors & Cabot
Massachusetts
$163K -$15.5K -1,150 -9%
EDRIA
117
Edmonds Duncan Registered Investment Advisors
Kansas
$161K +$3.05K +226 +2%
CMS
118
Capital Market Strategies
Florida
$158K – – –
IC
119
Inscription Capital
Texas
$158K -$5.8K -430 -4%
GC
120
Gratus Capital
Georgia
$158K +$152K +11,250 New
LMKC
121
L.M. Kohn & Company
Ohio
$156K – – –
WI
122
Wintrust Investments
Illinois
$153K – – –
DWM
123
Dakota Wealth Management
Florida
$149K – – –
KPWS
124
Kestra Private Wealth Services
Texas
$148K +$81 +6 +0.1%
UCI
125
Uncommon Cents Investing
Wisconsin
$146K – – –
3 4
5
6 7

ETY Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2024, worth a combined $490M — up 1.8% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETY and 11 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $7.95M.

  • 177 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2024, down from 181 in Q1 2024.
  • Funds reported $490M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2024 and 13 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q2 2024.