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Eaton Vance Tax-Managed Diversified Equity Income Fund

158 hedge funds and large institutions have $455M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $400M → $455M (+$54.9M)

5% more funds holding

Funds holding: 150158 (+8)

0.69% more ownership

Funds ownership: 18.86%19.55% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$65K +$63.5K +4,345 New
NFG
127
Next Financial Group
Texas
$62K +$438 +30 +0.7%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$61K
GWM
129
Geneos Wealth Management
Colorado
$57K
CBT
130
CoreFirst Bank & Trust
Kansas
$55K
AP
131
Atwood & Palmer
Missouri
$53K +$51.1K +3,500 New
FF
132
FourThought Financial
Florida
$51K
ACM
133
Antonetti Capital Management
Florida
$50K +$716 +49 +1%
RFA
134
Reilly Financial Advisors
California
$48K
SCA
135
Sandy Cove Advisors
Massachusetts
$45K +$43.8K +3,000 New
CFN
136
Cordasco Financial Network
Florida
$43K +$11K +753 +36%
PFBT
137
Parkside Financial Bank & Trust
Missouri
$40K
TLCM
138
Twin Lakes Capital Management
California
$36K +$657 +45 +2%
CFB
139
Cullen/Frost Bankers
Texas
$32K
PGAM
140
Princeton Global Asset Management
New Jersey
$32K
HWA
141
HHM Wealth Advisors
Tennessee
$30K
Deutsche Bank
142
Deutsche Bank
Germany
$29K
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$27K
KFI
144
Key Financial Inc
Pennsylvania
$24K
JMF
145
Johnson Midwest Financial
Iowa
$23K
Citigroup
146
Citigroup
New York
$16K -$118K -8,064 -89%
FCA
147
FinTrust Capital Advisors
South Carolina
$16K +$292 +20 +2%
FMP
148
Financial Management Professionals
Texas
$15K
CA
149
Clearstead Advisors
Ohio
$15K +$14.6K +1,000 New
TCM
150
Tradewinds Capital Management
Washington
$14K

ETY Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2021, worth a combined $455M — up 14% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 16 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.

  • 158 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $455M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.92M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2021.