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Eaton Vance Tax-Managed Diversified Equity Income Fund

175 hedge funds and large institutions have $434M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11% more funds holding

Funds holding: 158175 (+17)

0.51% more ownership

Funds ownership: 19.55%20.06% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $455M → $434M (-$21.3M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
61
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$125K
Bessemer Group
127
Bessemer Group
New Jersey
$119K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$116K +$1.24K +89 +1%
AF
129
Allworth Financial
California
$114K
HIA
130
Harbor Investment Advisory
Maryland
$104K
PA
131
Parallel Advisors
California
$91K +$20.7K +1,481 +30%
TWM
132
Tradition Wealth Management
Minnesota
$71K +$1.38K +99 +2%
PK
133
Pflug Koory
Nebraska
$70K
RG
134
Retirement Group
California
$67K -$21.9K -1,570 -25%
WB
135
Webster Bank
Connecticut
$67K
MCC
136
Money Concepts Capital
Florida
$67K +$67.2K +4,815 New
HCP
137
Hexagon Capital Partners
Arkansas
$66K
BFEC
138
Benjamin F. Edwards & Company
Missouri
$56K -$4.45K -319 -7%
CCMW
139
Cypress Capital Management (Wyoming)
Wyoming
$53K -$20.9K -1,500 -28%
CBT
140
CoreFirst Bank & Trust
Kansas
$51K
AP
141
Atwood & Palmer
Missouri
$49K
AWM
142
Avior Wealth Management
Nebraska
$49K +$44.4K +3,181 +811%
FF
143
FourThought Financial
Florida
$47K
ACM
144
Antonetti Capital Management
Florida
$47K +$768 +55 +2%
BWL
145
Bogart Wealth LLC
Virginia
$45K +$45.1K +3,231 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$42K -$14.7K -1,050 -26%
SCA
147
Sandy Cove Advisors
Massachusetts
$42K
CFN
148
Cordasco Financial Network
Florida
$41K +$810 +58 +2%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$37K
TLCM
150
Twin Lakes Capital Management
California
$34K +$670 +48 +2%

ETY Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2022, worth a combined $434M — down 4.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETY positions and 5 closed out — a net gain of 21 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $4.58M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2022, up from 158 in Q4 2021.
  • Funds reported $434M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.5M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2022 was Invesco, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.