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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

186 hedge funds and large institutions have $506M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

5% more funds holding

Funds holding: 177 → 186 (+9)

2.85% more ownership

Funds ownership: 22.33% → 25.19% (+2.9%)

3% more capital invested

Capital invested by funds: $490M → $506M (+$16M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
61
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
+$67M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.41M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.33M
4
Morgan Stanley
Morgan Stanley
New York
+$2.3M
5
RJA
Raymond James & Associates
Florida
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$11.2M
2
LPL Financial
LPL Financial
California
-$3.96M
3
SFC
Strategic Financial Concepts
Texas
-$3.35M
4
FSI
Flow State Investments
Illinois
-$1.66M
5
GC
Guggenheim Capital
Illinois
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$247K – – –
AAS
102
Avantax Advisory Services
Texas
$243K +$1.56K +111 +0.7%
LCM
103
Landscape Capital Management
New Jersey
$242K -$1.01M -72,098 -81%
MWM
104
Mission Wealth Management
California
$242K – – –
CWA
105
Capital Wealth Alliance
Arizona
$241K – – –
FAG
106
Fortitude Advisory Group
Washington
$238K – – –
GSIAS
107
Garden State Investment Advisory Services
New Jersey
$234K +$9.48K +675 +4%
AIP
108
Almanack Investment Partners
Pennsylvania
$234K +$224K +15,980 New
SF
109
Synovus Financial
Georgia
$233K +$224K +15,927 New
Walleye Capital
110
Walleye Capital
New York
$228K +$219K +15,592 New
BCP
111
Blue Chip Partners
Michigan
$226K – – –
DADC
112
D.A. Davidson & Co
Montana
$220K +$14.8K +1,056 +8%
LMKC
113
L.M. Kohn & Company
Ohio
$209K +$44.1K +3,140 +28%
CPIG
114
Chicago Partners Investment Group
Illinois
$206K – – –
Brown Advisory
115
Brown Advisory
Maryland
$204K +$12.9K +922 +7%
MHS
116
M Holdings Securities
Oregon
$202K -$269K -19,180 -58%
EH
117
Equitable Holdings
New York
$200K -$3.62K -258 -2%
OLVIG
118
Oliver Lagore Vanvalin Investment Group
Michigan
$193K – – –
FWM
119
Focused Wealth Management
New York
$191K -$9.34K -665 -5%
PFPT
120
Pinnacle Financial Partners (Tennessee)
Tennessee
$182K – – –
PA
121
Parallel Advisors
California
$182K +$1.99K +142 +1%
P
122
&Partners
Tennessee
$175K +$168K +11,956 New
DCM
123
Dudley Capital Management
Virginia
$172K +$1.24K +88 +0.8%
EDRIA
124
Edmonds Duncan Registered Investment Advisors
Kansas
$171K +$3.12K +222 +2%
JFG
125
Jefferies Financial Group
New York
$170K +$163K +11,635 New
3 4
5
6 7

ETY Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2024, worth a combined $506M — up 3.3% from $490M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETY positions and 10 closed out — a net gain of 10 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Pathway Financial Advisers, adding an estimated $67M. The largest seller was Cornerstone Advisors, cutting an estimated $11.2M.

  • 186 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2024, up from 177 in Q2 2024.
  • Funds reported $506M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2024 and 10 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2024 was Pathway Financial Advisers, an estimated $67M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.