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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

76 hedge funds and large institutions have $87.9M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 73 → 76 (+3)

1% more capital invested

Capital invested by funds: $87.3M → $87.9M (+$576K)

0% more ownership

Funds ownership: 14.64% → 14.64% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.35M
2
LCM
Laurion Capital Management
New York
+$1.13M
3
GC
Guggenheim Capital
Illinois
+$997K
4
Morgan Stanley
Morgan Stanley
New York
+$835K
5
Ameriprise
Ameriprise
Minnesota
+$497K

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.18M
2
PPA
Parametric Portfolio Associates
Washington
-$986K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$853K
4
AAM
Advisors Asset Management
Colorado
-$835K
5
HighTower Advisors
HighTower Advisors
Illinois
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$748K +$17.6K +1,872 +2%
AWM
27
AE Wealth Management
Kansas
$684K +$46.6K +4,955 +7%
CAN
28
Cetera Advisor Networks
California
$684K +$273K +29,050 +67%
MIAN
29
Mariner Independent Advisor Network
Kansas
$645K -$12.3K -1,302 -2%
FHA
30
Flagship Harbor Advisors
Massachusetts
$614K -$32.3K -3,435 -5%
Citigroup
31
Citigroup
New York
$609K +$9.13K +970 +2%
ACP
32
Aviance Capital Partners
Florida
$440K -$7.2K -765 -2%
FAAS
33
First Allied Advisory Services
California
$425K -$82.7K -8,781 -16%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$421K -$8.26K -877 -2%
FAM
35
Formidable Asset Management
Ohio
$418K +$418K +44,353 New
SPC
36
Sigma Planning Corp
Michigan
$361K +$1.93K +205 +0.5%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$327K – – –
GXMC
38
Global X Management Company
New York
$294K +$18.6K +1,979 +7%
CBA
39
Coastal Bridge Advisors
Connecticut
$270K – – –
NPC
40
National Planning Corporation
California
$250K – – –
Millennium Management
41
Millennium Management
New York
$250K +$250K +26,505 New
GP
42
Girard Partners
Pennsylvania
$247K -$80.5K -8,551 -25%
Stifel Financial
43
Stifel Financial
Missouri
$210K -$22.6K -2,400 -10%
BF
44
BOK Financial
Oklahoma
$196K +$14.9K +1,580 +8%
CA
45
Cetera Advisors
Colorado
$190K +$122 +13 +0.1%
FA
46
FDx Advisors
Illinois
$181K – – –
HCM
47
Hollencrest Capital Management
California
$173K – – –
COLIM
48
City of London Investment Management
United Kingdom
$157K – – –
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$150K +$150K +15,896 New
CIA
50
Capital Investment Advisors
Georgia
$146K – – –
1
2
3 4

ETJ Hedge Fund Activity: Q3 2017 in Review

76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2017, worth a combined $87.9M — up 0.66% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETJ positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.35M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $1.18M sold.

  • 76 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2017, up from 73 in Q2 2017.
  • Funds reported $87.9M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2017, up 0.66% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2017 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2017 was Shaker Financial Services, an estimated $1.35M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2017 was 1832 Asset Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2017.