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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

88 hedge funds and large institutions have $81.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

24% more funds holding

Funds holding: 7188 (+17)

15% more capital invested

Capital invested by funds: $70.5M → $81.4M (+$10.9M)

0.76% more ownership

Funds ownership: 11.55%12.31% (+0.76%)

Holders
88
Holders Change
+17
Holders Change %
+23.94%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
28
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Wolff Wiese Magana
California
$7K +$6.69K +667 New
WEC
77
Winslow Evans & Crocker
Massachusetts
$6K +$4.76K +475 +380%
IAIM
78
International Assets Investment Management
Florida
$6K +$6.11K +609 New
FCA
79
FinTrust Capital Advisors
South Carolina
$5K -$6.02K -600 -55%
EIP
80
Ellis Investment Partners
Pennsylvania
$4K +$90 +9 +3%
AWG
81
Altus Wealth Group
Colorado
$4K +$3.51K +350 New
SWM
82
Sugarloaf Wealth Management
Georgia
$3K +$70 +7 +3%
CTB
83
Country Trust Bank
Illinois
$3K +$2.47K +246 New
SIAG
84
Safeguard Investment Advisory Group
California
$3K +$3.48K +347 New
BC
85
Bartlett & Co
Ohio
$2K
BCWM
86
Bartlett & Co Wealth Management
Ohio
$1.55K
FF
87
FourThought Financial
Florida
$1K +$120 +12 New
WAM
88
Weiss Asset Management
Massachusetts
-$513K -53,633 Closed
Jane Street
89
Jane Street
New York
-$113K -11,811 Closed
VF
90
Virtu Financial
New York
-$101K -10,526 Closed
CHAM
91
Clear Harbor Asset Management
Connecticut
-$28.7K -3,000 Closed
Barclays
92
Barclays
United Kingdom
-$15K -1,530 Closed
F
93
F3Logic
Minnesota
-$8.71K -910 Closed
CHC
94
City Holding Co
West Virginia
-$7K -700 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
+$10 +1 New

ETJ Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2020, worth a combined $81.4M — up 15% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETJ positions and 7 closed out — a net gain of 18 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $726K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2020, up from 71 in Q3 2020.
  • Funds reported $81.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2020, up 15% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2020 and 7 closed out, a net change of +18 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $1.81M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2020 was Morgan Stanley, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2020.