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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

87 hedge funds and large institutions have $95.3M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $79.7M → $95.3M (+$15.6M)

2.7% more ownership

Funds ownership: 15.79% → 18.49% (+2.7%)

4% less funds holding

Funds holding: 91 → 87 (-4)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.05M
2
LPL Financial
LPL Financial
California
+$4.53M
3
CA
Cornerstone Advisors
North Carolina
+$1.86M
4
Invesco
Invesco
Georgia
+$443K
5
LCM
Landscape Capital Management
New Jersey
+$432K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$386K
2
EC
Elequin Capital
New York
-$348K
3
FA
Financial Alternatives
California
-$271K
4
SPC
Sigma Planning Corp
Michigan
-$205K
5
SFC
Strategic Financial Concepts
Texas
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Liberty Capital Management
Michigan
$127K – – –
GIA
52
Gladstone Institutional Advisory
Florida
$123K -$51.6K -6,655 -30%
NAS
53
NWF Advisory Services
California
$120K -$1.55K -200 -1%
WAM
54
Weiss Asset Management
Massachusetts
$119K +$118K +15,238 New
IAIM
55
International Assets Investment Management
Florida
$118K -$7.75K -1,000 -6%
CPC
56
Congress Park Capital
New York
$118K – – –
D
57
Diversified
Delaware
$117K -$8.17K -1,054 -7%
GAA
58
Global Assets Advisory
Florida
$117K -$38.8K -5,000 -25%
DJYG
59
David J. Yvars Group
Florida
$115K +$2.22K +287 +2%
TPCW
60
TD Private Client Wealth
New York
$113K – – –
SWP
61
Stratos Wealth Partners
Ohio
$112K +$326 +42 +0.3%
JWCA
62
J.W. Cole Advisors
Florida
$105K -$1.01K -130 -1%
SPIA
63
Steward Partners Investment Advisory
New York
$99.7K +$2.93K +378 +3%
AWM
64
AE Wealth Management
Kansas
$97.9K -$7.75K -1,000 -7%
KAS
65
Kestra Advisory Services
Texas
$97.8K +$434 +56 +0.5%
AWS
66
Atria Wealth Solutions
New York
$92.6K +$233 +30 +0.3%
GWSG
67
GPS Wealth Strategies Group
Colorado
$90.2K -$98.8K -12,752 -53%
MML Investors Services
68
MML Investors Services
Massachusetts
$87K -$10.5K -1,353 -11%
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$83.3K – – –
IA
70
Insight Advisors
Pennsylvania
$79.9K – – –
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$76K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$69K +$44.7K +5,772 +191%
SWM
73
Spire Wealth Management
Virginia
$61.6K – – –
RG
74
Retirement Group
California
$60K – – –
EC
75
Elequin Capital
New York
$51.6K -$348K -44,880 -87%
1 2
3
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ETJ Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2023, worth a combined $95.3M — up 20% from $79.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $5.05M. The largest seller was Ameriprise, cutting an estimated $386K.

  • 87 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2023, down from 91 in Q3 2023.
  • Funds reported $95.3M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2023 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.05M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2023 was Ameriprise, an estimated $386K sold.

Based on aggregated 13F filings for Q4 2023.