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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

82 hedge funds and large institutions have $66.5M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

15% more funds holding

Funds holding: 71 → 82 (+11)

0.77% more ownership

Funds ownership: 11.75% → 12.52% (+0.77%)

5% less capital invested

Capital invested by funds: $69.7M → $66.5M (-$3.25M)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
25
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.02M
2
LPL Financial
LPL Financial
California
+$773K
3
Goldman Sachs
Goldman Sachs
New York
+$643K
4
LCM
Landscape Capital Management
New Jersey
+$565K
5
GC
Guggenheim Capital
Illinois
+$524K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$933K
2
Millennium Management
Millennium Management
New York
-$653K
3
Mariner
Mariner
Kansas
-$383K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$373K
5
IWM
IHT Wealth Management
Illinois
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$389K -$121K -13,430 -22%
COLIM
27
City of London Investment Management
United Kingdom
$352K – – –
ASN
28
Advisory Services Network
Georgia
$346K +$88.6K +9,831 +31%
Stifel Financial
29
Stifel Financial
Missouri
$330K -$36.8K -4,086 -9%
CBA
30
Coastal Bridge Advisors
Connecticut
$283K +$8.85K +981 +3%
SPC
31
Sigma Planning Corp
Michigan
$268K +$43.5K +4,830 +18%
SFS
32
Shaker Financial Services
Virginia
$252K +$273K +30,290 New
SFA
33
Sequoia Financial Advisors
Ohio
$240K +$260K +28,851 New
FHA
34
Flagship Harbor Advisors
Massachusetts
$215K -$373K -41,324 -62%
EM
35
ELCO Management
New York
$202K +$43.3K +4,800 +25%
SP
36
Successful Portfolios
Florida
$187K +$32.4K +3,599 +19%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$172K -$40.1K -4,449 -18%
CF
38
Centaurus Financial
California
$166K +$42.3K +4,693 +31%
Walleye Capital
39
Walleye Capital
New York
$166K +$180K +20,000 New
ACP
40
Aviance Capital Partners
Florida
$155K -$165K -18,250 -49%
9WM
41
9258 Wealth Management
Ohio
$155K – – –
HCM
42
Hollencrest Capital Management
California
$152K – – –
SWP
43
Stratos Wealth Partners
Ohio
$142K – – –
AA
44
AQR Arbitrage
Connecticut
$135K +$146K +16,227 New
CPC
45
Congress Park Capital
New York
$125K -$180K -20,000 -57%
RJT
46
Raymond James Trust
Florida
$124K – – –
AIC
47
Ameritas Investment Company
Nebraska
$121K +$6.18K +686 +5%
Lido Advisors
48
Lido Advisors
California
$121K +$131K +14,500 New
TPCW
49
TD Private Client Wealth
New York
$120K – – –
XF
50
XML Financial
Maryland
$118K – – –
1
2
3 4

ETJ Hedge Fund Activity: Q1 2020 in Review

82 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2020, worth a combined $66.5M — down 4.7% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETJ positions and 6 closed out — a net gain of 14 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.02M. The largest seller was AssetMark Inc, exiting entirely with an estimated $933K sold.

  • 82 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2020, up from 71 in Q4 2019.
  • Funds reported $66.5M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2020, down 4.7% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2020 and 6 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $3.02M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2020 was AssetMark Inc, an estimated $933K sold.

Based on aggregated 13F filings for Q1 2020.