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Eaton Vance Tax-Managed Diversified Equity Income Fund

175 hedge funds and large institutions have $434M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11% more funds holding

Funds holding: 158175 (+17)

0.51% more ownership

Funds ownership: 19.55%20.06% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $455M → $434M (-$21.3M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
61
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$34K +$33.5K +2,400 New
GWM
152
Geneos Wealth Management
Colorado
$33K -$19.6K -1,407 -37%
CFB
153
Cullen/Frost Bankers
Texas
$30K
PGAM
154
Princeton Global Asset Management
New Jersey
$29K
HWA
155
HHM Wealth Advisors
Tennessee
$28K
Deutsche Bank
156
Deutsche Bank
Germany
$27K
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$25K
MA
158
MCF Advisors
Kentucky
$24K +$24.3K +1,744 New
HA
159
Herold Advisors
New York
$22.5K +$22.4K +1,607 New
KFI
160
Key Financial Inc
Pennsylvania
$22K
IA
161
IFP Advisors
Florida
$22K +$25.1K +1,800 New
JMF
162
Johnson Midwest Financial
Iowa
$21K
Citigroup
163
Citigroup
New York
$15K
FCA
164
FinTrust Capital Advisors
South Carolina
$15K +$321 +23 +2%
FMP
165
Financial Management Professionals
Texas
$14K
GRP
166
Global Retirement Partners
California
$14K +$17.4K +1,246 New
TCM
167
Tradewinds Capital Management
Washington
$13K
CMA
168
Cedar Mountain Advisors
Oregon
$11K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$11K
RCM
170
Raleigh Capital Management
North Carolina
$11K +$11.2K +800 New
SIS
171
Sound Income Strategies
Florida
$10K
CHC
172
City Holding Co
West Virginia
$8K
PFS
173
Prospera Financial Services
Texas
$7K +$6.98K +500 New
T
174
TCWP
Ohio
$6K +$6.98K +500 New
MRCM
175
M&R Capital Management
New Jersey
$4K

ETY Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2022, worth a combined $434M — down 4.7% from $455M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETY positions and 5 closed out — a net gain of 21 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $4.58M.

  • 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2022, up from 158 in Q4 2021.
  • Funds reported $434M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.5M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2022 was Invesco, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2022.