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Eaton Vance Tax-Managed Diversified Equity Income Fund

158 hedge funds and large institutions have $455M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $400M → $455M (+$54.9M)

5% more funds holding

Funds holding: 150158 (+8)

0.69% more ownership

Funds ownership: 18.86%19.55% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
151
Cedar Mountain Advisors
Oregon
$12K
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$12K
SIS
153
Sound Income Strategies
Florida
$11K
AIP
154
Ahrens Investment Partners
Louisiana
$11K +$10.2K +700 New
CHC
155
City Holding Co
West Virginia
$8K +$7.39K +506 +496%
MRCM
156
M&R Capital Management
New Jersey
$5K
AWM
157
Avior Wealth Management
Nebraska
$5K +$102 +7 +2%
SCA
158
Snowden Capital Advisors
New York
$4K +$4.38K +300 New
CFRPA
159
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2.22K +152 New
FAM
160
Formidable Asset Management
Ohio
-$648K -46,420 Closed
CCP
161
Clough Capital Partners
Massachusetts
-$559K -40,085 Closed
MMA
162
Miracle Mile Advisors
California
-$225K -16,122 Closed
KAS
163
Kestra Advisory Services
Texas
-$207K -14,843 Closed
IA
164
Insight Advisors
Pennsylvania
-$190K -12,750 Closed
AWA
165
Arkadios Wealth Advisors
Georgia
-$75K -5,401 Closed
IWA
166
IBEX Wealth Advisors
New Jersey
-$64K -4,587 Closed
APWA
167
Atlas Private Wealth Advisors
New Jersey
-$47K -3,350 Closed
HA
168
Herold Advisors
New York
-$27K -2,000 Closed
MA
169
MCF Advisors
Kentucky
-$24K -1,744 Closed
PWA
170
Phoenix Wealth Advisors
North Carolina
-$17K -1,254 Closed
GRP
171
Global Retirement Partners
California
-$17K -1,246 Closed
TVWM
172
Tower View Wealth Management
Wisconsin
-$14K -1,000 Closed
OSAM
173
O'Shaughnessy Asset Management
Connecticut
-$9K -638 Closed
KIG
174
Kowal Investment Group
Wisconsin
-$8K -569 Closed

ETY Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2021, worth a combined $455M — up 14% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ETY positions and 16 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.

  • 158 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $455M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.92M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2021.