Eaton Vance Tax-Managed Diversified Equity Income Fund
165 hedge funds and large institutions have $335M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 21 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 20.23% → 19.7% (-0.53%)
5% less funds holding
Funds holding: 174 → 165 (-9)
6% less capital invested
Capital invested by funds: $357M → $335M (-$21.5M)
33% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.11M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.06M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$772K |
| 4 |
MPCG
Matrix Private Capital Group
New York
|
+$721K |
| 5 |
Rockefeller Capital Management
New York
|
+$709K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.6M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.83M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.64M |
| 4 |
Cohen & Steers
New York
|
-$1.61M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.43M |
ETY Hedge Fund Activity: Q3 2022 in Review
165 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2022, worth a combined $335M — down 6% from $357M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of ETY and 14 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 64 added.
The largest buyer was Janney Montgomery Scott, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $3.6M.
- 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2022, down from 174 in Q2 2022.
- Funds reported $335M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2022, down 6% quarter-over-quarter.
- 14 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2022 and 21 closed out, a net change of -7 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $1.11M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2022.