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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

90 hedge funds and large institutions have $95.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

18% more funds holding

Funds holding: 76 → 90 (+14)

9% more capital invested

Capital invested by funds: $87.9M → $95.4M (+$7.5M)

0.91% more ownership

Funds ownership: 14.64% → 15.55% (+0.91%)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
28
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$2.28M
2
PPA
Parametric Portfolio Associates
Washington
+$1.79M
3
SIA
Starfire Investment Advisers
Michigan
+$1.3M
4
GC
Guggenheim Capital
Illinois
+$1.04M
5
AGM
Alpine Global Management
New York
+$582K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$1.82M
2
AAM
Advisors Asset Management
Colorado
-$1.67M
3
LCM
Laurion Capital Management
New York
-$1.14M
4
AWM
AE Wealth Management
Kansas
-$684K
5
MIAN
Mariner Independent Advisor Network
Kansas
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$832K -$179K -19,254 -18%
Citigroup
27
Citigroup
New York
$765K +$138K +14,902 +23%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$746K -$17.6K -1,897 -2%
DA
29
Doliver Advisors
Texas
$728K -$192K -20,642 -21%
FHA
30
Flagship Harbor Advisors
Massachusetts
$664K +$23K +2,476 +4%
AGM
31
Alpine Global Management
New York
$603K +$582K +62,654 New
MML Investors Services
32
MML Investors Services
Massachusetts
$599K +$577K +62,165 New
ACP
33
Aviance Capital Partners
Florida
$441K -$8.13K -875 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$429K -$1.62K -174 -0.4%
FAM
35
Formidable Asset Management
Ohio
$424K -$2.69K -290 -0.7%
CPC
36
Congress Park Capital
New York
$415K +$400K +43,050 New
SP
37
Successful Portfolios
Florida
$396K +$382K +41,095 New
SPC
38
Sigma Planning Corp
Michigan
$390K +$20.7K +2,233 +6%
MIAN
39
Mariner Independent Advisor Network
Kansas
$351K -$301K -32,449 -47%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$343K +$9.29K +1,000 +3%
Stifel Financial
41
Stifel Financial
Missouri
$343K +$125K +13,415 +60%
GXMC
42
Global X Management Company
New York
$326K +$24.1K +2,595 +8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$320K +$308K +33,187 New
EWA
44
EP Wealth Advisors
California
$289K +$279K +30,000 New
CBA
45
Coastal Bridge Advisors
Connecticut
$286K +$5.61K +604 +2%
GP
46
Girard Partners
Pennsylvania
$253K – – –
BF
47
BOK Financial
Oklahoma
$241K +$39.1K +4,210 +20%
BWM
48
BerganKDV Wealth Management
Minnesota
$239K +$135K +14,514 +141%
FA
49
FDx Advisors
Illinois
$185K – – –
HCM
50
Hollencrest Capital Management
California
$176K – – –
1
2
3 4 5

ETJ Hedge Fund Activity: Q4 2017 in Review

90 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2017, worth a combined $95.4M — up 8.5% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETJ positions and 10 closed out — a net gain of 14 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.28M. The largest seller was Shaker Financial Services, cutting an estimated $1.82M.

  • 90 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2017, up from 76 in Q3 2017.
  • Funds reported $95.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2017 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2017 was Millennium Management, an estimated $2.28M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2017 was Shaker Financial Services, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2017.