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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

175 hedge funds and large institutions have $375M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

6% more funds holding

Funds holding: 165 → 175 (+10)

0.77% more ownership

Funds ownership: 19.88% → 20.64% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $390M → $375M (-$14.9M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
64
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.26M
2
CA
Cornerstone Advisors
North Carolina
+$1.7M
3
Comerica Bank
Comerica Bank
Texas
+$1.39M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.04M
5
IAIM
International Assets Investment Management
Florida
+$968K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.34M
2
RA
RFG Advisory
Alabama
-$1.22M
3
AWS
Atria Wealth Solutions
New York
-$671K
4
Wells Fargo
Wells Fargo
California
-$599K
5
CF
Centaurus Financial
California
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$125K +$2.38K +196 +2%
IAS
127
Insigneo Advisory Services
Florida
$116K – – –
LI
128
LVZ Inc
Michigan
$116K – – –
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$115K – – –
RVPG
130
Relative Value Partners Group
$115K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$113K +$24 +2 +0%
GWM
132
Geneos Wealth Management
Colorado
$109K – – –
CFGS
133
Concourse Financial Group Securities
Alabama
$104K – – –
LOIM
134
Liberty One Investment Management
Illinois
$93.5K +$12 +1 +0%
AF
135
Allworth Financial
California
$92.1K – – –
PA
136
Parallel Advisors
California
$76.2K +$376 +31 +0.5%
TWM
137
Tradition Wealth Management
Minnesota
$65K +$861 +71 +1%
WB
138
Webster Bank
Connecticut
$55.7K – – –
HCP
139
Hexagon Capital Partners
Arkansas
$54.8K – – –
HIA
140
Harbor Investment Advisory
Maryland
$52.6K – – –
PTC
141
Private Trust Company
Ohio
$46.6K +$36.2K +2,985 +284%
FFA
142
Farther Finance Advisors
California
$46.5K +$48.8K +4,028 New
CCMW
143
Cypress Capital Management (Wyoming)
Wyoming
$43.9K – – –
ACM
144
Antonetti Capital Management
Florida
$43.5K +$740 +61 +2%
AWM
145
Avior Wealth Management
Nebraska
$41.9K +$109 +9 +0.2%
CBT
146
CoreFirst Bank & Trust
Kansas
$41.8K – – –
IA
147
IFP Advisors
Florida
$39.2K +$19.4K +1,600 +89%
BWL
148
Bogart Wealth LLC
Virginia
$37.3K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$34.6K – – –
SCA
150
Stonebridge Capital Advisors
Minnesota
$32.6K +$34.3K +2,826 New
4 5
6
7 8

ETY Hedge Fund Activity: Q3 2023 in Review

175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2023, worth a combined $375M — down 3.8% from $390M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETY positions and 12 closed out — a net gain of 10 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $3.26M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.34M sold.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2023, up from 165 in Q2 2023.
  • Funds reported $375M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2023 was Invesco, an estimated $3.26M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2023 was Advisors Asset Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2023.