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Eaton Vance Tax-Managed Diversified Equity Income Fund

177 hedge funds and large institutions have $490M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.7M)

0.57% less ownership

Funds ownership: 22.91%22.33% (-0.57%)

2% less funds holding

Funds holding: 181177 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
58
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$166M -$286K -21,182 -0.2%
Wells Fargo
2
Wells Fargo
California
$22.6M +$1.53M +113,385 +8%
Invesco
3
Invesco
Georgia
$22.2M +$25.6K +1,901 +0.1%
RJA
4
Raymond James & Associates
Florida
$19.2M -$5.69M -422,022 -24%
CA
5
Cornerstone Advisors
North Carolina
$17M -$7.95M -588,977 -33%
RA
6
RFG Advisory
Alabama
$17M -$627K -46,457 -4%
GC
7
Guggenheim Capital
Illinois
$15.1M +$2.02M +149,994 +16%
PS
8
Principal Securities
Iowa
$14.1M +$360K +26,717 +3%
LPL Financial
9
LPL Financial
California
$12.8M +$566K +41,978 +5%
UBS Group
10
UBS Group
Switzerland
$10.6M -$312K -23,088 -3%
Bank of America
11
Bank of America
North Carolina
$8.99M +$75.4K +5,588 +0.9%
MPCG
12
Matrix Private Capital Group
New York
$8.96M +$256K +18,966 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.62M +$629K +46,593 +8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.86M +$761K +56,382 +11%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$7.44M +$154K +11,445 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.8M -$200K -14,808 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.22M -$762K -56,470 -11%
Stifel Financial
18
Stifel Financial
Missouri
$6.05M +$157K +11,660 +3%
HBCM
19
Heron Bay Capital Management
Michigan
$5.15M -$71.7K -5,316 -1%
Ameriprise
20
Ameriprise
Minnesota
$5.14M -$33.1K -2,452 -0.7%
PFA
21
Pathway Financial Advisers
Indiana
$4.67M +$164K +12,118 +4%
Cohen & Steers
22
Cohen & Steers
New York
$4.43M +$405K +30,000 +11%
CA
23
CoreCap Advisors
Michigan
$4.4M +$8.37K +620 +0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.17M -$308K -22,831 -7%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4.13M +$139K +10,285 +4%

ETY Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2024, worth a combined $490M — up 1.8% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETY and 11 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.21M. The largest seller was Cornerstone Advisors, cutting an estimated $7.95M.

  • 177 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2024, down from 181 in Q1 2024.
  • Funds reported $490M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2024 and 13 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2024 was Cornerstone Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q2 2024.