ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

64 hedge funds and large institutions have $90M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 16 closing their positions.

Holders
64
Holders Change
-9
Holders Change %
-12.33%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$2.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
ICAS
3
Investors Capital Advisory Services
Massachusetts
$1.32M
4
Invesco
4
Invesco
Georgia
$5.75M
5
Ameriprise
5
Ameriprise
Minnesota
$1.28M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
RVPG
2
Relative Value Partners Group
$15.7M
3
KIM
3
Karpus Investment Management
New York
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$4.92M
5
UBS Group
5
UBS Group
Switzerland
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Sterneck Capital Management
Missouri
$912K 93,385 – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$448K 45,772 +2,966 +7%
BCM
28
Boyle Capital Management
Iowa
$423K 43,301 – –
FAM
29
Formidable Asset Management
Ohio
$409K 41,786 -2,689 -6%
FAAS
30
First Allied Advisory Services
California
$401K 40,960 – –
SPC
31
Sigma Planning Corp
Michigan
$389K 39,832 +1,294 +3%
AG
32
Advisor Group
Arizona
$346K 35,551 +35,551 New
VKH
33
Virtu KCG Holdings
New York
$296K 30,328 +30,328 New
HCM
34
Hollencrest Capital Management
California
$230K 23,628 – –
MFS
35
MSI Financial Services
Massachusetts
$230K 23,541 +2,175 +10%
AFWA
36
Ancora Family Wealth Advisors
Ohio
$227K 23,195 -15,677 -40%
DC
37
Davenport & Co
Virginia
$217K 22,259 +834 +4%
RJT
38
Raymond James Trust
Florida
$197K 20,260 – –
CA
39
Cetera Advisors
Colorado
$196K 20,101 +20,101 New
BRWA
40
B. Riley Wealth Advisors
Florida
$182K 18,577 +1,499 +9%
CWM
41
Concert Wealth Management
California
$155K 15,652 +15,652 New
UAS
42
United Asset Strategies
New York
$151K 15,425 – –
RBC
43
Ronald Blue & Co
Georgia
$136K 13,878 +396 +3%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$122K 12,500 – –
CIA
45
Capital Investment Advisors
Georgia
$117K 12,000 +1,500 +14%
EAM
46
EULAV Asset Management
Florida
$107K 11,000 -1,337 -11%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$104K 10,600 – –
Goldman Sachs
48
Goldman Sachs
New York
$101K 10,339 +10,339 New
FNBT
49
FineMark National Bank & Trust
Florida
$57K 5,800 +5,800 New
CCMW
50
Cypress Capital Management (Wyoming)
Wyoming
$53.7K 5,500 -2,000 -27%
1
2
3 4