Eaton Vance Tax-Managed Diversified Equity Income Fund
175 hedge funds and large institutions have $626M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
87% more capital invested
Capital invested by funds: $335M → $626M (+$291M)
77% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 35
6% more funds holding
Funds holding: 165 → 175 (+10)
0.07% more ownership
Funds ownership: 19.7% → 19.77% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.63M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.82M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.36M |
| 4 |
EC
Elequin Capital
New York
|
+$1.08M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.69M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.26M |
| 3 |
Cohen & Steers
New York
|
-$1.1M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$809K |
| 5 |
Rockefeller Capital Management
New York
|
-$779K |
ETY Hedge Fund Activity: Q4 2022 in Review
175 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q4 2022, worth a combined $626M — up 87% from $335M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ETY positions and 11 closed out — a net gain of 13 holders — while 62 added to existing stakes and 35 trimmed.
The largest buyer was RFG Advisory, adding an estimated $2.63M. The largest seller was Morgan Stanley, cutting an estimated $6.69M.
- 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q4 2022, up from 165 in Q3 2022.
- Funds reported $626M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q4 2022, up 87% quarter-over-quarter.
- 24 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q4 2022 and 11 closed out, a net change of +13 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q4 2022 was RFG Advisory, an estimated $2.63M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $6.69M sold.
Based on aggregated 13F filings for Q4 2022.