Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
174 hedge funds and large institutions have $357M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 20 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 25
0.17% more ownership
Funds ownership: 20.06% → 20.23% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 175 → 174 (-1)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
18% less capital invested
Capital invested by funds: $434M → $357M (-$76.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$2.38M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.35M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.15M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$981K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.13M |
| 2 |
Cohen & Steers
New York
|
-$1.92M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.75M |
| 4 |
Morgan Stanley
New York
|
-$1.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.08M |
ETY Hedge Fund Activity: Q2 2022 in Review
174 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2022, worth a combined $357M — down 18% from $434M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ETY and 19 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 65 added.
The largest buyer was Guardian Wealth Advisors (North Carolina), opening a new position worth an estimated $2.38M. The largest seller was Invesco, cutting an estimated $2.13M.
- 174 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2022, down from 175 in Q1 2022.
- Funds reported $357M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2022, down 18% quarter-over-quarter.
- 19 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2022 and 20 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $2.38M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2022 was Invesco, an estimated $2.13M sold.
Based on aggregated 13F filings for Q2 2022.