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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

76 hedge funds and large institutions have $87.9M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 73 → 76 (+3)

1% more capital invested

Capital invested by funds: $87.3M → $87.9M (+$576K)

0% more ownership

Funds ownership: 14.64% → 14.64% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.35M
2
LCM
Laurion Capital Management
New York
+$1.13M
3
GC
Guggenheim Capital
Illinois
+$997K
4
Morgan Stanley
Morgan Stanley
New York
+$835K
5
Ameriprise
Ameriprise
Minnesota
+$497K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.18M
2
PPA
Parametric Portfolio Associates
Washington
-$986K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$853K
4
AAM
Advisors Asset Management
Colorado
-$835K
5
HighTower Advisors
HighTower Advisors
Illinois
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$136K +$5.68K +603 +4%
DC
52
Davenport & Co
Virginia
$127K -$4.71K -500 -4%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$120K -$52.9K -5,615 -31%
HighTower Advisors
54
HighTower Advisors
Illinois
$118K -$780K -82,845 -87%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$117K -$26.1K -2,772 -18%
CCP
56
Clough Capital Partners
Massachusetts
$110K -$332K -35,300 -75%
IH
57
IFC Holdings
Florida
$109K +$108K +11,501 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$104K -$9 -1 -0%
ASN
59
Advisory Services Network
Georgia
$104K +$104K +11,000 New
BTS
60
BB&T Securities
Virginia
$99K +$99.1K +10,522 New
AA
61
Ancora Advisors
Ohio
$98K +$2.82K +300 +3%
BWM
62
BerganKDV Wealth Management
Minnesota
$97K +$96.6K +10,259 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$58K +$15.2K +1,610 +35%
NFG
64
Next Financial Group
Texas
$48K +$14.1K +1,500 +42%
LCM
65
Liberty Capital Management
Michigan
$47K – – –
CHC
66
City Holding Co
West Virginia
$24K -$1.45K -154 -6%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K +$584 +62 +2%
CCMW
68
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
OIA
69
OneDigital Investment Advisors
Kansas
$19K – – –
LYV
70
Live Your Vision
Pennsylvania
$16K +$132 +14 +0.8%
VFA
71
Valeo Financial Advisors
Indiana
$9K +$9.41K +1,000 New
AWM
72
Avior Wealth Management
Nebraska
$4K +$104 +11 +2%
AF
73
Allworth Financial
California
$4K +$3.77K +400 New
BTIS
74
BB&T Investment Services
North Carolina
$3K +$3.2K +340 New
BC
75
Bartlett & Co
Ohio
$1K – – –
1 2
3
4

ETJ Hedge Fund Activity: Q3 2017 in Review

76 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 Q3 2017, worth a combined $87.9M — up 0.66% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETJ positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.35M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $1.18M sold.

  • 76 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2017, up from 73 in Q2 2017.
  • Funds reported $87.9M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2017, up 0.66% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2017 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2017 was Shaker Financial Services, an estimated $1.35M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2017 was 1832 Asset Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2017.