We are live on ! Find out more
ETY icon

Eaton Vance Tax-Managed Diversified Equity Income Fund

207 hedge funds and large institutions have $524M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

0.54% more ownership

Funds ownership: 23.59%24.13% (+0.54%)

0% more funds holding

Funds holding: 206207 (+1)

8% less capital invested

Capital invested by funds: $570M → $524M (-$45.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
207
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
23
Increased
73
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$180M +$826K +55,909 +0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$34.5M +$239K +16,212 +0.7%
Wells Fargo
3
Wells Fargo
California
$29.8M +$1.86M +125,787 +6%
Invesco
4
Invesco
Georgia
$22M +$2.56M +173,016 +12%
LPL Financial
5
LPL Financial
California
$17.7M +$711K +48,123 +4%
PS
6
Principal Securities
Iowa
$15.5M -$198K -13,385 -1%
GC
7
Guggenheim Capital
Illinois
$11.8M -$760K -51,474 -6%
Bank of America
8
Bank of America
North Carolina
$11.3M -$393K -26,589 -3%
MPCG
9
Matrix Private Capital Group
New York
$11.1M +$1.68M +113,444 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.79M -$515K -34,879 -5%
RA
11
RFG Advisory
Alabama
$8.63M +$187K +12,689 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.28M +$769K +52,067 +9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$7.42M +$322K +21,791 +4%
UBS Group
14
UBS Group
Switzerland
$7.19M -$277K -18,779 -3%
IWM
15
IHT Wealth Management
Illinois
$6.14M +$449K +30,383 +7%
PFA
16
Pathway Financial Advisers
Indiana
$6.07M +$355K +24,055 +6%
Stifel Financial
17
Stifel Financial
Missouri
$6.04M +$360K +24,391 +6%
Ameriprise
18
Ameriprise
Minnesota
$5.73M -$113K -7,618 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.27M +$287K +19,450 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.17M -$38.1K -2,578 -0.7%
SFS
21
Shaker Financial Services
Virginia
$5.08M +$2.35M +159,359 +76%
CCMW
22
Cypress Capital Management (Wyoming)
Wyoming
$4.99M +$1.11M +74,970 +26%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$4.46M +$310K +20,996 +7%
Cohen & Steers
24
Cohen & Steers
New York
$4.28M +$222K +15,000 +5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.23M +$710K +48,075 +19%