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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

73 hedge funds and large institutions have $71.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 71 → 73 (+2)

0.72% less ownership

Funds ownership: 12.9% → 12.18% (-0.72%)

7% less capital invested

Capital invested by funds: $77.2M → $71.7M (-$5.48M)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$737K
2
ACP
Aviance Capital Partners
Florida
+$711K
3
FAM
Formidable Asset Management
Ohio
+$476K
4
WAM
Weiss Asset Management
Massachusetts
+$309K
5
IWM
IHT Wealth Management
Illinois
+$292K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
3
Bank of America
Bank of America
North Carolina
-$1.12M
4
PPA
Parametric Portfolio Associates
Washington
-$943K
5
IC
Inscription Capital
Texas
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$577K +$6.35K +676 +1%
CAN
27
Cetera Advisor Networks
California
$475K +$57.3K +6,100 +13%
FAM
28
Formidable Asset Management
Ohio
$470K +$476K +50,752 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$435K -$1.13M -120,181 -72%
Stifel Financial
30
Stifel Financial
Missouri
$415K +$16.2K +1,725 +4%
COLIM
31
City of London Investment Management
United Kingdom
$391K – – –
CPC
32
Congress Park Capital
New York
$342K -$28.2K -3,000 -8%
WAM
33
Weiss Asset Management
Massachusetts
$304K +$309K +32,896 New
CBA
34
Coastal Bridge Advisors
Connecticut
$301K +$6.43K +685 +2%
SP
35
Successful Portfolios
Florida
$285K -$939 -100 -0.3%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$279K +$2.58K +275 +0.9%
SPC
37
Sigma Planning Corp
Michigan
$269K -$92K -9,797 -25%
ASN
38
Advisory Services Network
Georgia
$242K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$211K +$40.9K +4,353 +24%
HCM
40
Hollencrest Capital Management
California
$170K – – –
9WM
41
9258 Wealth Management
Ohio
$157K – – –
SWP
42
Stratos Wealth Partners
Ohio
$144K +$33.8K +3,600 +30%
TC
43
Telemus Capital
Michigan
$141K +$144K +15,300 New
RJT
44
Raymond James Trust
Florida
$137K – – –
CF
45
Centaurus Financial
California
$133K +$12.9K +1,369 +11%
NFG
46
Next Financial Group
Texas
$128K +$91.4K +9,734 +237%
BRWA
47
B. Riley Wealth Advisors
Florida
$122K +$507 +54 +0.4%
AIC
48
Ameritas Investment Company
Nebraska
$119K +$121K +12,927 New
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$117K – – –
VCWA
50
Vanguard Capital Wealth Advisors
Colorado
$111K +$2.7K +288 +2%
1
2
3 4

ETJ Hedge Fund Activity: Q3 2019 in Review

73 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2019, worth a combined $71.7M — down 7.1% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETJ positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $737K. The largest seller was Wells Fargo, cutting an estimated $1.79M.

  • 73 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2019, up from 71 in Q2 2019.
  • Funds reported $71.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2019, down 7.1% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2019 and 7 closed out, a net change of +2 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2019 was Mariner, an estimated $737K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2019 was Wells Fargo, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2019.