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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 20.23% → 19.7% (-0.53%)

5% less funds holding

Funds holding: 174 → 165 (-9)

6% less capital invested

Capital invested by funds: $357M → $335M (-$21.5M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M
2
RJA
Raymond James & Associates
Florida
+$1.06M
3
IWM
IHT Wealth Management
Illinois
+$772K
4
MPCG
Matrix Private Capital Group
New York
+$721K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$1.83M
3
SWM
Spire Wealth Management
Virginia
-$1.64M
4
Cohen & Steers
Cohen & Steers
New York
-$1.61M
5
RA
RFG Advisory
Alabama
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
151
Private Trust Company
Ohio
$15K – – –
SC
152
Stephens Consulting
Michigan
$13.8K – – –
FCA
153
FinTrust Capital Advisors
South Carolina
$13K +$321 +26 +2%
SWM
154
Spire Wealth Management
Virginia
$11K -$1.64M -132,469 -99%
FMP
155
Financial Management Professionals
Texas
$11K – – –
OCM
156
Osterweis Capital Management
California
$11K – – –
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$10K -$11K -893 -50%
TCM
158
Tradewinds Capital Management
Washington
$10K – – –
RCM
159
Raleigh Capital Management
North Carolina
$9K – – –
VNA
160
Valley National Advisers
Pennsylvania
$9K – – –
CMA
161
Cedar Mountain Advisors
Oregon
$8K – – –
SIS
162
Sound Income Strategies
Florida
$8K – – –
CHC
163
City Holding Co
West Virginia
$7K – – –
SCA
164
Stonebridge Capital Advisors
Minnesota
$7K +$7.75K +628 New
MRCM
165
M&R Capital Management
New Jersey
$3K – – –
HS
166
Horan Securities
United States
$2K +$2.79K +226 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$237 +$268K +21,671 New
JMF
168
Johnson Midwest Financial
Iowa
$16 – – –
SFS
169
Shaker Financial Services
Virginia
– -$712K -62,802 Closed
SWP
170
Stratos Wealth Partners
Ohio
– -$681K -60,075 Closed
CAN
171
Claraphi Advisory Network
United States
– -$265K -23,421 Closed
MWA
172
Monograph Wealth Advisors
California
– -$207K -18,251 Closed
HF
173
HRT Financial
New York
– -$141K -12,507 Closed
ACM
174
Advisors Capital Management
New Jersey
– -$139K -12,294 Closed
CPA
175
Capital Planning Advisors
California
– -$134K -11,827 Closed
4 5 6
7
8

ETY Hedge Fund Activity: Q3 2022 in Review

165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
  • Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2022.