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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 20.23% → 19.7% (-0.53%)

5% less funds holding

Funds holding: 174 → 165 (-9)

6% less capital invested

Capital invested by funds: $357M → $335M (-$21.5M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M
2
RJA
Raymond James & Associates
Florida
+$1.06M
3
IWM
IHT Wealth Management
Illinois
+$772K
4
MPCG
Matrix Private Capital Group
New York
+$721K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$1.83M
3
SWM
Spire Wealth Management
Virginia
-$1.64M
4
Cohen & Steers
Cohen & Steers
New York
-$1.61M
5
RA
RFG Advisory
Alabama
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PK
126
Pflug Koory
Nebraska
$54K – – –
HCP
127
Hexagon Capital Partners
Arkansas
$52K – – –
WB
128
Webster Bank
Connecticut
$52K – – –
Citigroup
129
Citigroup
New York
$48K +$41K +3,319 +311%
CCMW
130
Cypress Capital Management (Wyoming)
Wyoming
$41K – – –
CBT
131
CoreFirst Bank & Trust
Kansas
$39K – – –
AWM
132
Avior Wealth Management
Nebraska
$39K +$123 +10 +0.3%
AP
133
Atwood & Palmer
Missouri
$38K – – –
ACM
134
Antonetti Capital Management
Florida
$38K +$802 +65 +2%
FF
135
FourThought Financial
Florida
$37K – – –
BWL
136
Bogart Wealth LLC
Virginia
$35K – – –
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$33K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$29K – – –
TLCM
139
Twin Lakes Capital Management
California
$28K +$31.3K +2,535 New
VCM
140
Versant Capital Management
Arizona
$26K – – –
CFB
141
Cullen/Frost Bankers
Texas
$23K – – –
PGAM
142
Princeton Global Asset Management
New Jersey
$23K +$185 +15 +0.7%
HNB
143
Huntington National Bank
Ohio
$22K – – –
IA
144
IFP Advisors
Florida
$22K – – –
BC
145
Barrett & Company
Rhode Island
$19K +$21.6K +1,750 New
MA
146
MCF Advisors
Kentucky
$19K – – –
KFI
147
Key Financial Inc
Pennsylvania
$17K – – –
BFEC
148
Benjamin F. Edwards & Company
Missouri
$16K – – –
OLVIG
149
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$18.5K +1,500 New
GRP
150
Global Retirement Partners
California
$15K – – –
4 5
6
7 8

ETY Hedge Fund Activity: Q3 2022 in Review

165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
  • Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2022.