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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

79 hedge funds and large institutions have $101M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $95.4M → $101M (+$5.52M)

2.03% more ownership

Funds ownership: 15.55% → 17.58% (+2%)

12% less funds holding

Funds holding: 90 → 79 (-11)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$19.7M
2
VIA
Vident Investment Advisory
Georgia
+$8.23M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.01M
4
MML Investors Services
MML Investors Services
Massachusetts
+$790K
5
Invesco
Invesco
Georgia
+$758K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.72M
2
Millennium Management
Millennium Management
New York
-$2.62M
3
RVPG
Relative Value Partners Group
-$2.07M
4
PPA
Parametric Portfolio Associates
Washington
-$1.68M
5
SIA
Starfire Investment Advisers
Michigan
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$3K -$4.67K -500 -63%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$2K +$1.98K +212 New
BCWM
78
Bartlett & Co Wealth Management
Ohio
$1.35K +$1.4K +150 New
BC
79
Bartlett & Co
Ohio
$1K – – –
Millennium Management
80
Millennium Management
New York
– -$2.62M -271,559 Closed
SIA
81
Starfire Investment Advisers
Michigan
– -$1.35M -140,378 Closed
RJFSA
82
Raymond James Financial Services Advisors
Florida
– -$1.27M -131,610 Closed
CAN
83
Cetera Advisor Networks
California
– -$981K -101,466 Closed
Baird Financial Group
84
Baird Financial Group
Wisconsin
– -$746K -77,453 Closed
AGM
85
Alpine Global Management
New York
– -$603K -62,654 Closed
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
– -$320K -33,187 Closed
CA
87
Cetera Advisors
Colorado
– -$170K -17,764 Closed
CCP
88
Clough Capital Partners
Massachusetts
– -$113K -11,700 Closed
IH
89
IFC Holdings
Florida
– -$110K -11,501 Closed
Bank of New York Mellon
90
Bank of New York Mellon
New York
– -$106K -11,057 Closed
XS
91
XML Securities
Maryland
– -$102K -10,695 Closed
BTS
92
BB&T Securities
Virginia
– -$101K -10,522 Closed
LCM
93
Liberty Capital Management
Michigan
– -$49K -5,000 Closed
CA
94
Calton & Associates
Florida
– -$28K -2,967 Closed
CCMW
95
Cypress Capital Management (Wyoming)
Wyoming
– -$19K -2,000 Closed
LYV
96
Live Your Vision
Pennsylvania
– -$16K -1,727 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$10K -1,000 Closed
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
– -$9K -900 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– -$1K -73 Closed
1 2 3
4

ETJ Hedge Fund Activity: Q1 2018 in Review

79 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2018, worth a combined $101M — up 5.8% from $95.4M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ETJ and 9 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was UBS Group, adding an estimated $19.7M. The largest seller was Morgan Stanley, cutting an estimated $5.72M.

  • 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2018, down from 90 in Q4 2017.
  • Funds reported $101M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2018 and 20 closed out, a net change of -11 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2018 was UBS Group, an estimated $19.7M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2018 was Morgan Stanley, an estimated $5.72M sold.

Based on aggregated 13F filings for Q1 2018.