Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
82 hedge funds and large institutions have $66.5M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
15% more funds holding
Funds holding: 71 → 82 (+11)
0.77% more ownership
Funds ownership: 11.75% → 12.52% (+0.77%)
5% less capital invested
Capital invested by funds: $69.7M → $66.5M (-$3.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$773K |
| 3 |
Goldman Sachs
New York
|
+$643K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$565K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$933K |
| 2 |
Millennium Management
New York
|
-$653K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$383K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$373K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
76
Arkadios Wealth Advisors
Atlanta,
Georgia
| $3.41K | +$63 | +7 | +2% |
|
|
SF
77
Synovus Financial
Columbus,
Georgia
| $3K | +$3.47K | +385 | New |
|
|
WEC
78
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | – | – | – |
|
|
SWM
79
Sugarloaf Wealth Management
Duluth,
Georgia
| $2K | +$45 | +5 | +3% |
|
|
BCWM
80
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.25K | – | – | – |
|
|
BC
81
Bartlett & Co
Cincinnati,
Ohio
| $1K | +$1.35K | +150 | New |
|
|
82
AssetMark Inc
Concord,
California
| – | -$933K | -100,000 | Closed |
|
|
83
Millennium Management
New York
| – | -$653K | -69,978 | Closed |
|
|
84
Mariner
Overland Park,
Kansas
| – | -$383K | -41,000 | Closed |
|
|
BRWA
85
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$109K | -11,652 | Closed |
|
|
CHAM
86
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$28K | -3,000 | Closed |
|
|
GRP
87
Global Retirement Partners
San Rafael,
California
| – | -$14K | -1,500 | Closed |
|
88
Fidelity Investments
Boston,
Massachusetts
| – | +$9 | +1 | New |
|
ETJ Hedge Fund Activity: Q1 2020 in Review
82 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2020, worth a combined $66.5M — down 4.7% from $69.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ETJ positions and 6 closed out — a net gain of 14 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.02M. The largest seller was AssetMark Inc, exiting entirely with an estimated $933K sold.
- 82 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2020, up from 71 in Q4 2019.
- Funds reported $66.5M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2020, down 4.7% quarter-over-quarter.
- 20 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2020 and 6 closed out, a net change of +14 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $3.02M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2020 was AssetMark Inc, an estimated $933K sold.
Based on aggregated 13F filings for Q1 2020.