Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
76 hedge funds and large institutions have $87.9M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 73 → 76 (+3)
1% more capital invested
Capital invested by funds: $87.3M → $87.9M (+$576K)
0% more ownership
Funds ownership: 14.64% → 14.64% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.35M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$1.13M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$997K |
| 4 |
Morgan Stanley
New York
|
+$835K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$497K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $1K | +$941 | +100 | New |
|
77
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1.18M | -126,038 | Closed |
|
|
CA
78
Cornerstone Advisors
Asheville,
North Carolina
| – | -$610K | -65,072 | Closed |
|
|
WAM
79
Weiss Asset Management
Boston,
Massachusetts
| – | -$274K | -29,285 | Closed |
|
|
RJT
80
Raymond James Trust
St. Petersburg,
Florida
| – | -$108K | -11,542 | Closed |
|
|
SWP
81
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$104K | -11,142 | Closed |
|
|
MA
82
MUFG Americas
New York
| – | -$10K | -1,025 | Closed |
|
|
WEC
83
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$9.37K | -1,000 | Closed |
|
84
Creative Planning
Overland Park,
Kansas
| – | -$7K | -800 | Closed |
|
ETJ Hedge Fund Activity: Q3 2017 in Review
76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2017, worth a combined $87.9M — up 0.66% from $87.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ETJ positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.35M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $1.18M sold.
- 76 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2017, up from 73 in Q2 2017.
- Funds reported $87.9M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2017, up 0.66% quarter-over-quarter.
- 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2017 and 8 closed out, a net change of +4 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2017 was Shaker Financial Services, an estimated $1.35M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2017 was 1832 Asset Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2017.