We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

82 hedge funds and large institutions have $66.5M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

15% more funds holding

Funds holding: 71 → 82 (+11)

0.77% more ownership

Funds ownership: 11.75% → 12.52% (+0.77%)

5% less capital invested

Capital invested by funds: $69.7M → $66.5M (-$3.25M)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
25
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.02M
2
LPL Financial
LPL Financial
California
+$773K
3
Goldman Sachs
Goldman Sachs
New York
+$643K
4
LCM
Landscape Capital Management
New Jersey
+$565K
5
GC
Guggenheim Capital
Illinois
+$524K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$933K
2
Millennium Management
Millennium Management
New York
-$653K
3
Mariner
Mariner
Kansas
-$383K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$373K
5
IWM
IHT Wealth Management
Illinois
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$114K +$124K +13,752 New
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$97K -$9.02K -1,000 -8%
CCP
53
Clough Capital Partners
Massachusetts
$94K +$102K +11,300 New
Truist Financial
54
Truist Financial
North Carolina
$93K +$2.93K +325 +3%
MC
55
Moors & Cabot
Massachusetts
$85K +$91.9K +10,198 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$63K +$63 +7 +0.1%
HI
57
Hoey Investments
Pennsylvania
$58K +$14.8K +1,647 +31%
PGAM
58
Princeton Global Asset Management
New Jersey
$45K – – –
WAM
59
Wolverine Asset Management
Illinois
$43K +$47.5K +5,264 New
CAN
60
Claraphi Advisory Network
United States
$31K +$33.4K +3,700 New
PA
61
Parallel Advisors
California
$28K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$18K +$19.8K +2,200 New
APA
64
American Portfolios Advisors
New York
$14.6K -$9.02K -1,000 -36%
CAC
65
Certified Advisory Corp
Florida
$12K – – –
CFGS
66
Concourse Financial Group Securities
Alabama
$9K – – –
FCA
67
FinTrust Capital Advisors
South Carolina
$9K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$8K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CHC
70
City Holding Co
West Virginia
$6K – – –
EIP
71
Ellis Investment Partners
Pennsylvania
$6K +$198 +22 +3%
FWM
72
FSA Wealth Management
Massachusetts
$6K +$6.09K +675 New
NFG
73
Next Financial Group
Texas
$5K -$126K -13,969 -96%
VRM
74
Vectors Research Management
New York
$5K -$6.31K -700 -54%
AWM
75
Avior Wealth Management
Nebraska
$4K +$135 +15 +3%
1 2
3
4

ETJ Hedge Fund Activity: Q1 2020 in Review

82 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2020, worth a combined $66.5M — down 4.7% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETJ positions and 6 closed out — a net gain of 14 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.02M. The largest seller was AssetMark Inc, exiting entirely with an estimated $933K sold.

  • 82 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2020, up from 71 in Q4 2019.
  • Funds reported $66.5M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2020, down 4.7% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2020 and 6 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $3.02M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2020 was AssetMark Inc, an estimated $933K sold.

Based on aggregated 13F filings for Q1 2020.