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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

88 hedge funds and large institutions have $81.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

24% more funds holding

Funds holding: 7188 (+17)

15% more capital invested

Capital invested by funds: $70.5M → $81.4M (+$10.9M)

0.76% more ownership

Funds ownership: 11.55%12.31% (+0.76%)

Holders
88
Holders Change
+17
Holders Change %
+23.94%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
28
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$136K -$64.4K -6,422 -33%
EVM
52
Eaton Vance Management
Massachusetts
$129K +$124K +12,400 New
Truist Financial
53
Truist Financial
North Carolina
$116K -$9.86K -983 -8%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$116K +$5.13K +512 +5%
IA
55
Insight Advisors
Pennsylvania
$114K +$110K +10,990 New
NFG
56
Next Financial Group
Texas
$107K +$1.66K +166 +2%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$105K
GWS
58
Glassman Wealth Services
Virginia
$104K +$91K +9,072 +907%
HI
59
Hoey Investments
Pennsylvania
$73K
PA
60
Parallel Advisors
California
$63K -$36.5K -3,639 -38%
PGAM
61
Princeton Global Asset Management
New Jersey
$56K
RG
62
Retirement Group
California
$33K +$32.6K +3,250 New
CFD
63
Creative Financial Designs
Indiana
$32K +$692 +69 +2%
FWM
64
ForthRight Wealth Management
Georgia
$31K +$29.9K +2,978 New
SPIA
65
Steward Partners Investment Advisory
New York
$29K
PWM
66
Perigon Wealth Management
California
$26K +$25.1K +2,500 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$24K -$9.13K -911 -28%
AWA
68
Arkadios Wealth Advisors
Georgia
$21K +$20.9K +2,087 New
APA
69
American Portfolios Advisors
New York
$18.1K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$15K +$15.3K +1,530 New
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$13K +$12.6K +1,261 New
CBT
72
CoreFirst Bank & Trust
Kansas
$12K +$11.3K +1,125 New
CFGS
73
Concourse Financial Group Securities
Alabama
$11K -$481 -48 -4%
OIM
74
Oder Investment Management
California
$10K +$9.48K +946 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$7K

ETJ Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2020, worth a combined $81.4M — up 15% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETJ positions and 7 closed out — a net gain of 18 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $726K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2020, up from 71 in Q3 2020.
  • Funds reported $81.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2020, up 15% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2020 and 7 closed out, a net change of +18 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $1.81M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2020 was Morgan Stanley, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2020.