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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
Morgan Stanley
1
Morgan Stanley
New York
$184M +$3.5M +251,001 +2%
RJA
2
Raymond James & Associates
Florida
$20.5M +$533K +38,153 +3%
Invesco
3
Invesco
Georgia
$18.4M -$4.58M -328,361 -20%
RA
4
RFG Advisory
Alabama
$17.4M -$48.9K -3,500 -0.3%
Wells Fargo
5
Wells Fargo
California
$16.8M +$2.38M +170,301 +17%
UBS Group
6
UBS Group
Switzerland
$10.9M +$477K +34,173 +5%
GC
7
Guggenheim Capital
Illinois
$10.1M -$1.28M -91,966 -11%
Bank of America
8
Bank of America
North Carolina
$7.97M +$592K +42,407 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.96M +$365K +26,147 +5%
Cohen & Steers
10
Cohen & Steers
New York
$7.53M -$826K -59,160 -10%
MPCG
11
Matrix Private Capital Group
New York
$7M +$698K +49,994 +11%
AAM
12
Advisors Asset Management
Colorado
$6.67M -$115K -8,257 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.19M -$130K -9,301 -2%
LPL Financial
14
LPL Financial
California
$5.76M +$274K +19,654 +5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.46M +$581K +41,617 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.07M +$339K +24,316 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.03M +$286K +20,454 +6%
Stifel Financial
18
Stifel Financial
Missouri
$4.5M -$39.5K -2,828 -0.9%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.49M -$26.4K -1,891 -0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.32M +$1.3M +93,286 +43%
CAN
21
Cetera Advisor Networks
California
$4.19M +$76K +5,443 +2%
CA
22
CoreCap Advisors
Michigan
$3.9M +$95.3K +6,825 +3%
Ameriprise
23
Ameriprise
Minnesota
$3.52M +$532K +38,108 +18%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$3.31M +$1.06M +75,712 +47%
PAG
25
Private Advisor Group
New Jersey
$3.26M +$41.4K +2,966 +1%

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.