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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
Morgan Stanley
1
Morgan Stanley
New York
$195M +$7.92M +541,878 +4%
Invesco
2
Invesco
Georgia
$24.8M -$38.5K -2,633 -0.2%
RJA
3
Raymond James & Associates
Florida
$21.5M +$78.1K +5,349 +0.4%
RA
4
RFG Advisory
Alabama
$18.8M -$213K -14,599 -1%
Wells Fargo
5
Wells Fargo
California
$15.5M +$1.17M +79,797 +8%
GC
6
Guggenheim Capital
Illinois
$12.3M -$1.73M -118,534 -13%
UBS Group
7
UBS Group
Switzerland
$11.2M -$73.8K -5,050 -0.7%
Cohen & Steers
8
Cohen & Steers
New York
$9M -$1.5M -102,507 -15%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.19M +$102K +6,951 +1%
Bank of America
10
Bank of America
North Carolina
$7.95M +$403K +27,558 +6%
AAM
11
Advisors Asset Management
Colorado
$7.31M +$991K +67,824 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.81M +$10.1K +691 +0.2%
MPCG
13
Matrix Private Capital Group
New York
$6.79M +$201K +13,790 +3%
LPL Financial
14
LPL Financial
California
$5.91M +$639K +43,752 +13%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.25M +$303K +20,716 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.11M +$81.6K +5,586 +2%
Stifel Financial
17
Stifel Financial
Missouri
$4.89M +$197K +13,482 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.86M +$134K +9,145 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.68M +$587K +40,163 +15%
CAN
20
Cetera Advisor Networks
California
$4.43M +$3.69M +252,868 +609%
CA
21
CoreCap Advisors
Michigan
$4.1M +$3.98M +272,403 New
PAG
22
Private Advisor Group
New Jersey
$3.46M +$115K +7,894 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.25M -$124K -8,479 -4%
Ameriprise
24
Ameriprise
Minnesota
$3.23M +$311K +21,300 +11%
CF
25
Centaurus Financial
California
$3.2M +$91.3K +6,247 +3%

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.