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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

174 hedge funds and large institutions have $357M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

0.17% more ownership

Funds ownership: 20.06% → 20.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 175 → 174 (-1)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

18% less capital invested

Capital invested by funds: $434M → $357M (-$76.8M)

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
65
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$2.38M
2
RA
RFG Advisory
Alabama
+$1.35M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.15M
4
SWM
Spire Wealth Management
Virginia
+$1.06M
5
Wells Fargo
Wells Fargo
California
+$981K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.13M
2
Cohen & Steers
Cohen & Steers
New York
-$1.92M
3
GC
Guggenheim Capital
Illinois
-$1.75M
4
Morgan Stanley
Morgan Stanley
New York
-$1.5M
5
RJA
Raymond James & Associates
Florida
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
126
Harbor Investment Advisory
Maryland
$84K – – –
PA
127
Parallel Advisors
California
$73K – – –
TWM
128
Tradition Wealth Management
Minnesota
$59K +$1.35K +109 +2%
PK
129
Pflug Koory
Nebraska
$57K – – –
MCC
130
Money Concepts Capital
Florida
$56K – – –
RG
131
Retirement Group
California
$55K – – –
WB
132
Webster Bank
Connecticut
$55K – – –
HCP
133
Hexagon Capital Partners
Arkansas
$54K – – –
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$43K – – –
CBT
135
CoreFirst Bank & Trust
Kansas
$41K – – –
AP
136
Atwood & Palmer
Missouri
$40K – – –
AWM
137
Avior Wealth Management
Nebraska
$40K +$112 +9 +0.3%
ACM
138
Antonetti Capital Management
Florida
$39K +$781 +63 +2%
FF
139
FourThought Financial
Florida
$38K – – –
WAM
140
Wolverine Asset Management
Illinois
$38K +$42.2K +3,408 New
BWL
141
Bogart Wealth LLC
Virginia
$37K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$34K – – –
CFN
143
Cordasco Financial Network
Florida
$33K +$545 +44 +2%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$30K – – –
GWM
145
Geneos Wealth Management
Colorado
$29K +$1.86K +150 +6%
VCM
146
Versant Capital Management
Arizona
$27K – – –
BlackRock
147
BlackRock
New York
$25K +$27.9K +2,250 New
CFB
148
Cullen/Frost Bankers
Texas
$24K – – –
PGAM
149
Princeton Global Asset Management
New Jersey
$24K – – –
HWA
150
HHM Wealth Advisors
Tennessee
$23K – – –
4 5
6
7 8

ETY Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2022, worth a combined $357M — down 18% from $434M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ETY and 19 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 65 added.

The largest buyer was Guardian Wealth Advisors (North Carolina), opening a new position worth an estimated $2.38M. The largest seller was Invesco, cutting an estimated $2.13M.

  • 174 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $357M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2022 and 20 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2022 was Invesco, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.