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Eaton Vance Tax-Managed Diversified Equity Income Fund

177 hedge funds and large institutions have $490M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.7M)

0.57% less ownership

Funds ownership: 22.91%22.33% (-0.57%)

2% less funds holding

Funds holding: 181177 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
58
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mutual Advisors
Nebraska
$141K +$2.74K +203 +2%
LI
127
LVZ Inc
Michigan
$141K
BIAS
128
Beacon Investment Advisory Services
New Jersey
$141K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$138K -$8.24K -611 -6%
IAS
130
Insigneo Advisory Services
Florida
$133K
CFGS
131
Concourse Financial Group Securities
Alabama
$126K
US Bancorp
132
US Bancorp
Minnesota
$111K -$31.3K -2,318 -23%
GWM
133
Geneos Wealth Management
Colorado
$107K
AF
134
Allworth Financial
California
$105K
RWA
135
Redmont Wealth Advisors
Illinois
$91.2K -$33.1K -2,450 -27%
AWM
136
Activest Wealth Management
Florida
$79.3K +$76.2K +5,644 New
WB
137
Webster Bank
Connecticut
$67.8K
LOIM
138
Liberty One Investment Management
Illinois
$67K -$30.8K -2,286 -32%
HCP
139
Hexagon Capital Partners
Arkansas
$66.7K
CB
140
CNB Bank
Pennsylvania
$64.5K
HIA
141
Harbor Investment Advisory
Maryland
$64K
FFA
142
Farther Finance Advisors
California
$60.4K +$1.48K +110 +3%
PTC
143
Private Trust Company
Ohio
$56.7K
CCMW
144
Cypress Capital Management (Wyoming)
Wyoming
$53.4K
AWM
145
Avior Wealth Management
Nebraska
$51.4K +$148 +11 +0.3%
BC
146
Barrett & Company
Rhode Island
$45.7K +$20.2K +1,500 +86%
BWL
147
Bogart Wealth LLC
Virginia
$45.4K
RCM
148
Raleigh Capital Management
North Carolina
$42.6K +$40.9K +3,033 New
TLCM
149
Twin Lakes Capital Management
California
$41.2K +$850 +63 +2%
SIS
150
Sound Income Strategies
Florida
$37.5K +$26.5K +1,967 +281%

ETY Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2024, worth a combined $490M — up 1.8% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETY and 11 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $7.95M.

  • 177 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2024, down from 181 in Q1 2024.
  • Funds reported $490M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2024 and 13 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q2 2024.