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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $390M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $349M → $390M (+$40.6M)

0.53% more ownership

Funds ownership: 19.34% → 19.88% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 170 → 165 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
69
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.11M
2
HBCM
Heron Bay Capital Management
Michigan
+$1.58M
3
Invesco
Invesco
Georgia
+$1.44M
4
CA
Cornerstone Advisors
North Carolina
+$1.19M
5
GC
Guggenheim Capital
Illinois
+$933K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$3.33M
2
RA
RFG Advisory
Alabama
-$748K
3
AAS
Avantax Advisory Services
Texas
-$655K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$364K
5
MCC
Money Concepts Capital
Florida
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
151
Global Retirement Partners
California
$15.5K – – –
PTC
152
Private Trust Company
Ohio
$13.1K – – –
FCA
153
FinTrust Capital Advisors
South Carolina
$12.9K – – –
OCM
154
Osterweis Capital Management
California
$12.5K – – –
SWM
155
Spire Wealth Management
Virginia
$12.5K – – –
FMP
156
Financial Management Professionals
Texas
$12K – – –
TCM
157
Tradewinds Capital Management
Washington
$11.5K – – –
VNA
158
Valley National Advisers
Pennsylvania
$11K – – –
RCM
159
Raleigh Capital Management
North Carolina
$9.97K – – –
CMA
160
Cedar Mountain Advisors
Oregon
$9.57K – – –
SIS
161
Sound Income Strategies
Florida
$8.72K – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$7.58K +$7.13K +607 +60,700%
CHC
163
City Holding Co
West Virginia
$7.57K – – –
MRCM
164
M&R Capital Management
New Jersey
$4.15K – – –
HS
165
Horan Securities
United States
$2.82K – – –
DJSG
166
D.J. St. Germain
Massachusetts
$2.37K +$2.23K +190 New
TRCT
167
Tower Research Capital (TRC)
New York
$137 -$35.2K -2,995 -100%
AAS
168
Avantax Advisory Services
Texas
– -$655K -56,104 Closed
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
– -$236K -20,179 Closed
SPC
170
Sigma Planning Corp
Michigan
– -$208K -17,833 Closed
Jane Street
171
Jane Street
New York
– -$167K -14,330 Closed
DA
172
Doliver Advisors
Texas
– -$161K -13,809 Closed
MCC
173
Money Concepts Capital
Florida
– -$333K -12,594 Closed
HF
174
HRT Financial
New York
– -$146K -12,550 Closed
OIA
175
OneDigital Investment Advisors
Kansas
– -$130K -11,151 Closed
4 5 6
7
8

ETY Hedge Fund Activity: Q2 2023 in Review

165 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2023, worth a combined $390M — up 12% from $349M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ETY and 10 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 69 added.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.33M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2023, down from 170 in Q1 2023.
  • Funds reported $390M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2023 was LPL Financial, an estimated $4.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.