Who Owns Eaton Vance Tax-Managed Diversified Equity Income Fund Stock?
NYSE: ETYFinanceFinance CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 24.76%
- Held by insiders
- 0.00%
- Institutional holders
- 224
- Institutions 24.8%
- Insiders 0.0%
- Public and other 75.2%
Who owns Eaton Vance Tax-Managed Diversified Equity Income Fund stock?
Institutional investors own about 24.8% of Eaton Vance Tax-Managed Diversified Equity Income Fund's shares, spread across 224 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of ETY.
The largest institutional holders are Morgan Stanley (8.29%), Raymond James Financial, Inc. (1.54%) and Wells Fargo & Company (1.40%). Together, the top 10 institutions control 16.3% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their ETY positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ETY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 13.21M | 8.29% | +1.3% |
| Raymond James Financial, Inc. | 2.46M | 1.54% | -1.7% |
| Wells Fargo & Company | 2.22M | 1.40% | +2.7% |
| Invesco Ltd. | 1.60M | 1.00% | +0.2% |
| Ameriprise Financial, Inc. | 1.52M | 0.96% | +266.3% |
| LPL Financial LLC | 1.31M | 0.82% | +1.5% |
| Principal Securities, Inc. | 1.08M | 0.68% | -3.7% |
| Guggenheim Capital, LLC | 944.12K | 0.59% | +10.6% |
| Matrix Private Capital Group LLC | 838.61K | 0.53% | +4.1% |
| Bank of America Corporation | 756.51K | 0.47% | -7.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ETY
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 1.53M | 0.96% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 355.62K | 0.22% |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 47.01K | 0.03% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 344 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 122 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Eaton Vance Tax-Managed Diversified Equity Income Fund?
Morgan Stanley is the largest institutional shareholder of ETY, owning 8.29% of shares outstanding (13.21M shares) as of its latest 13F filing.
What percentage of Eaton Vance Tax-Managed Diversified Equity Income Fund is owned by institutions?
Institutions own about 24.8% of ETY shares and 24.8% of the public float.
How much of Eaton Vance Tax-Managed Diversified Equity Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of ETY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.