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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

154 hedge funds and large institutions have $372M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 28

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.8M)

0.1% less ownership

Funds ownership: 19.33% → 19.23% (-0.1%)

4% less funds holding

Funds holding: 161 → 154 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
16
Increased
53
Reduced
28
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.33M
2
SFS
Shaker Financial Services
Virginia
+$1.43M
3
RJA
Raymond James & Associates
Florida
+$1.32M
4
Goldman Sachs
Goldman Sachs
New York
+$1.25M
5
MPCG
Matrix Private Capital Group
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.2M
2
HBCM
Heron Bay Capital Management
Michigan
-$2.72M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.75M
4
Ameriprise
Ameriprise
Minnesota
-$882K
5
Cerity Partners
Cerity Partners
New York
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
126
Syverson Strege & Co
Iowa
$28K – – –
CFB
127
Cullen/Frost Bankers
Texas
$28K +$26.9K +2,156 New
PGAM
128
Princeton Global Asset Management
New Jersey
$27K – – –
HWA
129
HHM Wealth Advisors
Tennessee
$26K – – –
VFA
130
Valeo Financial Advisors
Indiana
$26K +$512 +41 +2%
CFN
131
Cordasco Financial Network
Florida
$26K +$25.2K +2,013 New
Deutsche Bank
132
Deutsche Bank
Germany
$25K +$162 +13 +0.7%
MF
133
Manchester Financial
California
$25K +$2.08K +166 +9%
HNB
134
Huntington National Bank
Ohio
$23K – – –
MA
135
MCF Advisors
Kentucky
$22K – – –
KFI
136
Key Financial Inc
Pennsylvania
$20K – – –
JMF
137
Johnson Midwest Financial
Iowa
$19K – – –
GRP
138
Global Retirement Partners
California
$16K – – –
PWA
139
Phoenix Wealth Advisors
North Carolina
$16K – – –
FMP
140
Financial Management Professionals
Texas
$13K – – –
FCA
141
FinTrust Capital Advisors
South Carolina
$13K +$250 +20 +2%
RWM
142
RBA Wealth Management
California
$12.9K +$12.7K +1,013 New
TCM
143
Tradewinds Capital Management
Washington
$12K – – –
CMA
144
Cedar Mountain Advisors
Oregon
$10K – – –
HFA
145
HC Financial Advisors
California
$10K – – –
SIS
146
Sound Income Strategies
Florida
$8.94K – – –
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
US Bancorp
148
US Bancorp
Minnesota
$6K – – –
CAC
149
Certified Advisory Corp
Florida
$6K +$6.25K +500 New
SIM
150
Sonora Investment Management
Arizona
$5K – – –
4 5
6
7 8

ETY Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2021, worth a combined $372M — up 3.6% from $359M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ETY and 16 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 53 added.

The largest buyer was Cohen & Steers, adding an estimated $2.33M. The largest seller was Karpus Investment Management, cutting an estimated $8.2M.

  • 154 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2021, down from 161 in Q4 2020.
  • Funds reported $372M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2021 and 22 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2021 was Cohen & Steers, an estimated $2.33M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $8.2M sold.

Based on aggregated 13F filings for Q1 2021.