Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
73 hedge funds and large institutions have $71.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 71 → 73 (+2)
0.72% less ownership
Funds ownership: 12.9% → 12.18% (-0.72%)
7% less capital invested
Capital invested by funds: $77.2M → $71.7M (-$5.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$737K |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$711K |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$476K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$309K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.79M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.12M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$943K |
| 5 |
IC
Inscription Capital
Houston,
Texas
|
-$773K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIAN
76
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$218K | -23,194 | Closed |
|
|
FA
77
FDx Advisors
Chicago,
Illinois
| – | -$181K | -19,211 | Closed |
|
|
DP
78
Dearborn Partners
Chicago,
Illinois
| – | -$94K | -10,000 | Closed |
|
|
ACS
79
Archford Capital Strategies
Swansea,
Illinois
| – | -$55K | -5,825 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | +$9 | +1 | New |
|
ETJ Hedge Fund Activity: Q3 2019 in Review
73 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2019, worth a combined $71.7M — down 7.1% from $77.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETJ positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $737K. The largest seller was Wells Fargo, cutting an estimated $1.79M.
- 73 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2019, up from 71 in Q2 2019.
- Funds reported $71.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2019, down 7.1% quarter-over-quarter.
- 9 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2019 and 7 closed out, a net change of +2 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2019 was Mariner, an estimated $737K added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2019 was Wells Fargo, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2019.