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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

87 hedge funds and large institutions have $95.3M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $79.7M → $95.3M (+$15.6M)

2.7% more ownership

Funds ownership: 15.79% → 18.49% (+2.7%)

4% less funds holding

Funds holding: 91 → 87 (-4)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.05M
2
LPL Financial
LPL Financial
California
+$4.53M
3
CA
Cornerstone Advisors
North Carolina
+$1.86M
4
Invesco
Invesco
Georgia
+$443K
5
LCM
Landscape Capital Management
New Jersey
+$432K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$386K
2
EC
Elequin Capital
New York
-$348K
3
FA
Financial Alternatives
California
-$271K
4
SPC
Sigma Planning Corp
Michigan
-$205K
5
SFC
Strategic Financial Concepts
Texas
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$47.2K – – –
PGAM
77
Princeton Global Asset Management
New Jersey
$45.1K – – –
CCMI
78
Creative Capital Management Investments
California
$36.8K – – –
HI
79
Hoey Investments
Pennsylvania
$31.4K – – –
PA
80
Parallel Advisors
California
$31.1K +$643 +83 +2%
Comerica Bank
81
Comerica Bank
Texas
$16.1K – – –
MCM
82
Manchester Capital Management
Vermont
$15.7K – – –
PTC
83
Private Trust Company
Ohio
$15.7K – – –
HCM
84
Hollencrest Capital Management
California
$12.2K – – –
SAM
85
Smartleaf Asset Management
Massachusetts
$10.5K +$10.4K +1,341 New
IGWM
86
ICA Group Wealth Management
Colorado
$7.84K +$7.75K +1,000 New
BWM
87
Baystate Wealth Management
Massachusetts
$3.95K +$3.9K +503 New
SPC
88
Sigma Planning Corp
Michigan
– -$205K -26,703 Closed
SFC
89
Strategic Financial Concepts
Texas
– -$177K -23,000 Closed
FAN
90
Financial Advisors Network
California
– -$168K -21,935 Closed
FSI
91
Flow State Investments
Illinois
– -$163K -21,245 Closed
AAS
92
Ameritas Advisory Services
Nebraska
– -$135K -17,228 Closed
BRWA
93
B. Riley Wealth Advisors
Florida
– -$131K -17,011 Closed
AIA
94
Armor Investment Advisors
North Carolina
– -$87.9K -11,450 Closed
AAS
95
Avantax Advisory Services
Texas
– -$77.6K -10,104 Closed
LAS
96
LWM Advisory Services
Florida
– -$37.2K -4,850 Closed
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
– -$6.66K -867 Closed
FCA
98
FinTrust Capital Advisors
South Carolina
– -$3.84K -500 Closed
CFB
99
Cullen/Frost Bankers
Texas
– -$3.17K -413 Closed
1 2 3
4

ETJ Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2023, worth a combined $95.3M — up 20% from $79.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $5.05M. The largest seller was Ameriprise, cutting an estimated $386K.

  • 87 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2023, down from 91 in Q3 2023.
  • Funds reported $95.3M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2023, up 20% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2023 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.05M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2023 was Ameriprise, an estimated $386K sold.

Based on aggregated 13F filings for Q4 2023.