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Eaton Vance Tax-Managed Diversified Equity Income Fund

177 hedge funds and large institutions have $490M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.7M)

0.57% less ownership

Funds ownership: 22.91%22.33% (-0.57%)

2% less funds holding

Funds holding: 181177 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
58
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$34.5K
CWC
152
Carolinas Wealth Consulting
North Carolina
$32.3K
MCA
153
Maryland Capital Advisors
Maryland
$31.8K +$30.6K +2,265 New
PGAM
154
Princeton Global Asset Management
New Jersey
$31.1K -$2.7K -200 -8%
TAM
155
Tucker Asset Management
Colorado
$29.9K +$621 +46 +2%
MA
156
MCF Advisors
Kentucky
$24.5K
IA
157
IFP Advisors
Florida
$22.5K
KFI
158
Key Financial Inc
Pennsylvania
$22.5K
SFC
159
Strategic Financial Concepts
Texas
$18.9K +$3.21M +238,180 +1,221%
FCA
160
FinTrust Capital Advisors
South Carolina
$18.7K +$256 +19 +1%
SC
161
Stephens Consulting
Michigan
$17.8K
SWM
162
Spire Wealth Management
Virginia
$14.1K -$3.48K -258 -21%
FMP
163
Financial Management Professionals
Texas
$14K
SL
164
Salomon & Ludwin
Virginia
$13.9K
TCM
165
Tradewinds Capital Management
Washington
$12.9K
GWP
166
Gen-Wealth Partners
Michigan
$11.9K
CMA
167
Cedar Mountain Advisors
Oregon
$10.8K
CNBTD
168
Citizens National Bank Trust Department
Mississippi
$7.4K
CHC
169
City Holding Co
West Virginia
$7.11K
VNA
170
Valley National Advisers
Pennsylvania
$6K
BAM
171
Byrne Asset Management
New Jersey
$5.65K -$1.35K -100 -20%
RWMG
172
Redwood Wealth Management Group
New Jersey
$5.62K +$5.4K +400 New
MRCM
173
M&R Capital Management
New Jersey
$4.68K
AFWM
174
Abich Financial Wealth Management
Virginia
$3.54K +$3.4K +252 New
SAM
175
Smartleaf Asset Management
Massachusetts
$3.31K -$40.6K -3,007 -93%

ETY Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2024, worth a combined $490M — up 1.8% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETY and 11 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $7.95M.

  • 177 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2024, down from 181 in Q1 2024.
  • Funds reported $490M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2024 and 13 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q2 2024.