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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

193 hedge funds and large institutions have $528M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 48

4% more funds holding

Funds holding: 186 → 193 (+7)

4% more capital invested

Capital invested by funds: $506M → $528M (+$21.7M)

2.75% less ownership

Funds ownership: 25.19% → 22.43% (-2.8%)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
68
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$3.38M
2
Morgan Stanley
Morgan Stanley
New York
+$2.72M
3
Wells Fargo
Wells Fargo
California
+$2.13M
4
CW
CreativeOne Wealth
Kansas
+$1.12M
5
KAS
Kestra Advisory Services
Texas
+$960K

Top Sellers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
-$70.6M
2
CA
Cornerstone Advisors
North Carolina
-$6.11M
3
RA
RFG Advisory
Alabama
-$2.23M
4
SFS
Shaker Financial Services
Virginia
-$1.63M
5
IWM
IHT Wealth Management
Illinois
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$182K – – –
HF
127
HRT Financial
New York
$177K +$177K +11,906 New
DCM
128
Dudley Capital Management
Virginia
$177K +$1.26K +85 +0.7%
SI
129
Stephens Inc
Arkansas
$172K +$171K +11,505 New
VIPI
130
Vista Investment Partners II
Indiana
$167K +$166K +11,158 New
KFA
131
Kapstone Financial Advisors
Ohio
$167K +$163K +10,966 New
CIAS
132
Capital Investment Advisory Services
North Carolina
$165K +$165K +11,058 New
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$162K +$12.2K +822 +8%
MA
134
Mutual Advisors
Nebraska
$161K +$2.87K +193 +2%
DWM
135
Dakota Wealth Management
Florida
$158K – – –
UCI
136
Uncommon Cents Investing
Wisconsin
$155K – – –
SIMG
137
Sonora Investment Management Group
Arizona
$154K +$153K +10,312 New
FAG
138
Fortitude Advisory Group
Washington
$153K -$89.4K -6,010 -37%
MC
139
Moors & Cabot
Massachusetts
$152K -$14.9K -1,000 -9%
RPGK
140
Retirement Planning Group (Kansas)
Kansas
$152K – – –
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$151K -$5.42K -364 -3%
GSEP
142
Golden State Equity Partners
California
$150K +$149K +10,043 New
IAS
143
Insigneo Advisory Services
Florida
$150K – – –
LI
144
LVZ Inc
Michigan
$150K – – –
BIAS
145
Beacon Investment Advisory Services
New Jersey
$150K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$145K -$729 -49 -0.5%
CFGS
147
Concourse Financial Group Securities
Alabama
$139K – – –
AF
148
Allworth Financial
California
$132K +$14.9K +1,000 +13%
US Bancorp
149
US Bancorp
Minnesota
$130K +$1.04K +70 +0.8%
SPF
150
South Plains Financial
Texas
$107K +$107K +7,159 New
4 5
6
7 8

ETY Hedge Fund Activity: Q4 2024 in Review

193 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2024, worth a combined $528M — up 4.3% from $506M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 13 closed out — a net gain of 14 holders — while 68 added to existing stakes and 48 trimmed.

The largest buyer was Essential Planning, opening a new position worth an estimated $3.38M. The largest seller was Pathway Financial Advisers, cutting an estimated $70.6M.

  • 193 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $528M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2024 and 13 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2024 was Essential Planning, an estimated $3.38M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2024 was Pathway Financial Advisers, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2024.