Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
75 hedge funds and large institutions have $146M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 12 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
10% more capital invested
Capital invested by funds: $133M → $146M (+$13.6M)
3% more funds holding
Funds holding: 73 → 75 (+2)
0.9% more ownership
Funds ownership: 20.75% → 21.65% (+0.9%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$5.06M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.96M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 5 |
Morgan Stanley
New York
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.63M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.51M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.18M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$990K |
| 5 |
AFWA
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
-$561K |
ETJ Hedge Fund Activity: Q4 2015 in Review
75 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2015, worth a combined $146M — up 10% from $133M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ETJ positions and 12 closed out — a net gain of 3 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $5.06M. The largest seller was 1832 Asset Management, cutting an estimated $1.63M.
- 75 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2015, up from 73 in Q3 2015.
- Funds reported $146M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2015, up 10% quarter-over-quarter.
- 15 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2015 and 12 closed out, a net change of +3 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2015 was AssetMark Inc, an estimated $5.06M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2015 was 1832 Asset Management, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2015.