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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

71 hedge funds and large institutions have $69.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0.43% less ownership

Funds ownership: 12.18% → 11.75% (-0.43%)

3% less capital invested

Capital invested by funds: $71.7M → $69.7M (-$1.94M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 73 → 71 (-2)

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$319K
2
LPL Financial
LPL Financial
California
+$304K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$279K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$226K
5
GC
Guggenheim Capital
Illinois
+$221K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$886K
2
ACP
Aviance Capital Partners
Florida
-$677K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$577K
4
FAM
Formidable Asset Management
Ohio
-$470K
5
AAM
Advisors Asset Management
Colorado
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$492K +$279K +29,968 +131%
Stifel Financial
27
Stifel Financial
Missouri
$409K -$7.6K -817 -2%
COLIM
28
City of London Investment Management
United Kingdom
$393K – – –
Mariner
29
Mariner
Kansas
$383K -$349K -37,500 -48%
ACP
30
Aviance Capital Partners
Florida
$344K -$677K -72,780 -66%
CPC
31
Congress Park Capital
New York
$327K -$18.6K -2,000 -5%
CBA
32
Coastal Bridge Advisors
Connecticut
$308K +$4.34K +466 +1%
ASN
33
Advisory Services Network
Georgia
$297K +$56.2K +6,040 +23%
SPC
34
Sigma Planning Corp
Michigan
$255K -$16.5K -1,770 -6%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$235K -$47.2K -5,067 -17%
EM
36
ELCO Management
New York
$182K +$181K +19,500 New
SP
37
Successful Portfolios
Florida
$177K -$111K -11,976 -39%
HCM
38
Hollencrest Capital Management
California
$171K – – –
9WM
39
9258 Wealth Management
Ohio
$159K – – –
SWP
40
Stratos Wealth Partners
Ohio
$159K +$14K +1,500 +10%
CF
41
Centaurus Financial
California
$142K +$7.93K +852 +6%
RJT
42
Raymond James Trust
Florida
$138K – – –
NFG
43
Next Financial Group
Texas
$135K +$6.38K +686 +5%
TPCW
44
TD Private Client Wealth
New York
$135K +$135K +14,466 New
XF
45
XML Financial
Maryland
$132K +$132K +14,160 New
AIC
46
Ameritas Investment Company
Nebraska
$130K +$9.03K +970 +8%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$118K – – –
BRWA
48
B. Riley Wealth Advisors
Florida
$109K -$14.4K -1,545 -12%
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$109K -$3.38K -363 -3%
Truist Financial
50
Truist Financial
North Carolina
$102K +$101K +10,900 New
1
2
3 4

ETJ Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2019, worth a combined $69.7M — down 2.7% from $71.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETJ and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 24 added.

The largest buyer was Invesco, adding an estimated $319K. The largest seller was Millennium Management, cutting an estimated $886K.

  • 71 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2019, down from 73 in Q3 2019.
  • Funds reported $69.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2019, down 2.7% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2019 and 11 closed out, a net change of -1 holder.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2019 was Invesco, an estimated $319K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2019 was Millennium Management, an estimated $886K sold.

Based on aggregated 13F filings for Q4 2019.