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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

73 hedge funds and large institutions have $87.3M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $72.1M → $87.3M (+$15.2M)

4% more funds holding

Funds holding: 70 → 73 (+3)

2.17% more ownership

Funds ownership: 12.47% → 14.64% (+2.2%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$6.48M
2
GC
Guggenheim Capital
Illinois
+$2.89M
3
Morgan Stanley
Morgan Stanley
New York
+$1.75M
4
HighTower Advisors
HighTower Advisors
Illinois
+$761K
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$665K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.91M
2
AAM
Advisors Asset Management
Colorado
-$1.56M
3
Millennium Management
Millennium Management
New York
-$787K
4
WAM
Wolverine Asset Management
Illinois
-$593K
5
FAM
Formidable Asset Management
Ohio
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
51
City of London Investment Management
United Kingdom
$156K – – –
CIA
52
Capital Investment Advisors
Georgia
$145K – – –
RBC
53
Ronald Blue & Co
Georgia
$145K +$3.48K +374 +2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$142K +$141K +15,135 New
DC
55
Davenport & Co
Virginia
$131K -$69.7K -7,500 -35%
Goldman Sachs
56
Goldman Sachs
New York
$129K +$9.98K +1,074 +8%
RJT
57
Raymond James Trust
Florida
$108K – – –
Bank of New York Mellon
58
Bank of New York Mellon
New York
$104K +$103K +11,058 New
SWP
59
Stratos Wealth Partners
Ohio
$104K +$104K +11,142 New
AA
60
Ancora Advisors
Ohio
$95K -$1.86K -200 -2%
LCM
61
Liberty Capital Management
Michigan
$47K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$43K +$46 +5 +0.1%
NFG
63
Next Financial Group
Texas
$33K – – –
CHC
64
City Holding Co
West Virginia
$25K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K +$23.4K +2,522 New
OIA
66
OneDigital Investment Advisors
Kansas
$19K +$18.6K +2,000 New
CCMW
67
Cypress Capital Management (Wyoming)
Wyoming
$18.7K – – –
LYV
68
Live Your Vision
Pennsylvania
$16K +$613 +66 +4%
MA
69
MUFG Americas
New York
$10K -$51.1K -5,498 -84%
WEC
70
Winslow Evans & Crocker
Massachusetts
$9.37K -$5.57K -600 -38%
Creative Planning
71
Creative Planning
Kansas
$7K -$124K -13,377 -94%
AWM
72
Avior Wealth Management
Nebraska
$4K +$102 +11 +2%
BC
73
Bartlett & Co
Ohio
$1K – – –
Millennium Management
74
Millennium Management
New York
– -$787K -86,664 Closed
WAM
75
Wolverine Asset Management
Illinois
– -$593K -65,334 Closed
1 2
3
4

ETJ Hedge Fund Activity: Q2 2017 in Review

73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2017, worth a combined $87.3M — up 21% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETJ positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $6.48M. The largest seller was LPL Financial, cutting an estimated $1.91M.

  • 73 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2017, up from 70 in Q1 2017.
  • Funds reported $87.3M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2017, up 21% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2017 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $6.48M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2017 was LPL Financial, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2017.