Eaton Vance Tax-Managed Diversified Equity Income Fund
175 hedge funds and large institutions have $375M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
64% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 39
6% more funds holding
Funds holding: 165 → 175 (+10)
0.77% more ownership
Funds ownership: 19.88% → 20.64% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $390M → $375M (-$14.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.26M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.7M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$1.39M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.04M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$968K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.34M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.22M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$671K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$599K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$504K |
ETY Hedge Fund Activity: Q3 2023 in Review
175 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q3 2023, worth a combined $375M — down 3.8% from $390M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ETY positions and 12 closed out — a net gain of 10 holders — while 64 added to existing stakes and 39 trimmed.
The largest buyer was Invesco, adding an estimated $3.26M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.34M sold.
- 175 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q3 2023, up from 165 in Q2 2023.
- Funds reported $375M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q3 2023, down 3.8% quarter-over-quarter.
- 22 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +10 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q3 2023 was Invesco, an estimated $3.26M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q3 2023 was Advisors Asset Management, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2023.