Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
80 hedge funds and large institutions have $90.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
11% more funds holding
Funds holding: 72 → 80 (+8)
0.86% more ownership
Funds ownership: 16.63% → 17.48% (+0.86%)
14% less capital invested
Capital invested by funds: $105M → $90.4M (-$14.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.3M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.82M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.14M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.01M |
| 5 |
HI
HBK Investments
Dallas,
Texas
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.73M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.21M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$831K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$656K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$643K |
ETJ Hedge Fund Activity: Q4 2018 in Review
80 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2018, worth a combined $90.4M — down 14% from $105M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ETJ positions and 13 closed out — a net gain of 8 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $2.3M. The largest seller was UBS Group, cutting an estimated $2.73M.
- 80 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2018, up from 72 in Q3 2018.
- Funds reported $90.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2018, down 14% quarter-over-quarter.
- 21 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2018 and 13 closed out, a net change of +8 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2018 was Bank of America, an estimated $2.3M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2018 was UBS Group, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2018.