Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
89 hedge funds and large institutions have $68.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.
0.67% less ownership
Funds ownership: 13.9% → 13.23% (-0.67%)
5% less funds holding
Funds holding: 94 → 89 (-5)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
26% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 31
59% less capital invested
Capital invested by funds: $165M → $68.4M (-$96.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.37M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.09M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$980K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$330K |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.94M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.25M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$708K |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$654K |
| 5 |
EC
Elequin Capital
New York
|
-$587K |
ETJ Hedge Fund Activity: Q1 2023 in Review
89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2023, worth a combined $68.4M — down 59% from $165M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ETJ and 14 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 23 added.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.37M. The largest seller was Morgan Stanley, cutting an estimated $1.94M.
- 89 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2023, down from 94 in Q4 2022.
- Funds reported $68.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2023, down 59% quarter-over-quarter.
- 14 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2023 and 16 closed out, a net change of -2 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2023 was Cohen & Steers, an estimated $1.37M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2023 was Morgan Stanley, an estimated $1.94M sold.
Based on aggregated 13F filings for Q1 2023.