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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

71 hedge funds and large institutions have $69.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0.43% less ownership

Funds ownership: 12.18% → 11.75% (-0.43%)

3% less capital invested

Capital invested by funds: $71.7M → $69.7M (-$1.94M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 73 → 71 (-2)

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$319K
2
LPL Financial
LPL Financial
California
+$304K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$279K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$226K
5
GC
Guggenheim Capital
Illinois
+$221K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$886K
2
ACP
Aviance Capital Partners
Florida
-$677K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$577K
4
FAM
Formidable Asset Management
Ohio
-$470K
5
AAM
Advisors Asset Management
Colorado
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$70K +$186 +20 +0.3%
HI
52
Hoey Investments
Pennsylvania
$50K +$49.8K +5,353 New
PA
53
Parallel Advisors
California
$32K – – –
CHAM
54
Clear Harbor Asset Management
Connecticut
$28K +$27.9K +3,000 New
APA
55
American Portfolios Advisors
New York
$25.7K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
GRP
57
Global Retirement Partners
California
$14K +$14K +1,500 New
CAC
58
Certified Advisory Corp
Florida
$13K – – –
VRM
59
Vectors Research Management
New York
$12K +$12.1K +1,300 New
CFGS
60
Concourse Financial Group Securities
Alabama
$11K – – –
FCA
61
FinTrust Capital Advisors
South Carolina
$10K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$9K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CHC
64
City Holding Co
West Virginia
$7K – – –
EIP
65
Ellis Investment Partners
Pennsylvania
$7K +$186 +20 +2%
AWM
66
Avior Wealth Management
Nebraska
$5K +$130 +14 +2%
AWA
67
Arkadios Wealth Advisors
Georgia
$3.92K +$3.75K +403 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$2K – – –
SWM
69
Sugarloaf Wealth Management
Georgia
$2K +$1.86K +200 New
BCWM
70
Bartlett & Co Wealth Management
Ohio
$1.4K – – –
PGAM
71
Princeton Global Asset Management
New Jersey
$51 – – –
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
– -$577K -62,429 Closed
FAM
73
Formidable Asset Management
Ohio
– -$470K -50,752 Closed
WAM
74
Weiss Asset Management
Massachusetts
– -$304K -32,896 Closed
TC
75
Telemus Capital
Michigan
– -$141K -15,300 Closed
1 2
3
4

ETJ Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2019, worth a combined $69.7M — down 2.7% from $71.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETJ and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 24 added.

The largest buyer was Invesco, adding an estimated $319K. The largest seller was Millennium Management, cutting an estimated $886K.

  • 71 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2019, down from 73 in Q3 2019.
  • Funds reported $69.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2019, down 2.7% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2019 and 11 closed out, a net change of -1 holder.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2019 was Invesco, an estimated $319K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2019 was Millennium Management, an estimated $886K sold.

Based on aggregated 13F filings for Q4 2019.