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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

87 hedge funds and large institutions have $95.3M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $79.7M → $95.3M (+$15.6M)

2.7% more ownership

Funds ownership: 15.79% → 18.49% (+2.7%)

4% less funds holding

Funds holding: 91 → 87 (-4)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.05M
2
LPL Financial
LPL Financial
California
+$4.53M
3
CA
Cornerstone Advisors
North Carolina
+$1.86M
4
Invesco
Invesco
Georgia
+$443K
5
LCM
Landscape Capital Management
New Jersey
+$432K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$386K
2
EC
Elequin Capital
New York
-$348K
3
FA
Financial Alternatives
California
-$271K
4
SPC
Sigma Planning Corp
Michigan
-$205K
5
SFC
Strategic Financial Concepts
Texas
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Pointe Capital Management
Michigan
$530K +$1.75K +226 +0.3%
SWP
27
Semus Wealth Partners
Florida
$490K -$6.6K -851 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$465K -$7.81K -1,008 -2%
UBS Group
29
UBS Group
Switzerland
$443K +$100K +12,946 +30%
CF
30
Centaurus Financial
California
$421K +$10.6K +1,367 +3%
NA
31
NewEdge Advisors
Louisiana
$417K +$53.1K +6,850 +15%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$395K +$1.08K +140 +0.3%
Stifel Financial
33
Stifel Financial
Missouri
$374K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$324K -$69.8K -9,000 -18%
EM
35
ELCO Management
New York
$299K -$2.71K -350 -0.9%
SP
36
Stonebrook Private
Michigan
$282K +$278K +35,918 New
FAM
37
Formidable Asset Management
Ohio
$256K -$11.5K -1,483 -4%
SWA
38
Stratos Wealth Advisors
Ohio
$252K – – –
CAN
39
Cetera Advisor Networks
California
$248K +$34.9K +4,500 +17%
TCA
40
Transcend Capital Advisors
New Jersey
$240K – – –
SAG
41
SageView Advisory Group
California
$240K -$11.2K -1,439 -5%
NS
42
NBC Securities
Alabama
$235K +$17.4K +2,239 +8%
SP
43
Successful Portfolios
Florida
$216K -$178 -23 -0.1%
SSC
44
Syverson Strege & Co
Iowa
$203K – – –
PWA
45
Primoris Wealth Advisors
Florida
$174K +$558 +72 +0.3%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$160K – – –
PS
47
Principal Securities
Iowa
$148K +$146K +18,853 New
WE
48
Wealth Effects
Massachusetts
$148K -$2.73K -352 -2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$137K +$136K +17,507 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$134K -$822 -106 -0.6%
1
2
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ETJ Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2023, worth a combined $95.3M — up 20% from $79.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $5.05M. The largest seller was Ameriprise, cutting an estimated $386K.

  • 87 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2023, down from 91 in Q3 2023.
  • Funds reported $95.3M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2023 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.05M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2023 was Ameriprise, an estimated $386K sold.

Based on aggregated 13F filings for Q4 2023.