Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
97 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $95.3M → $115M (+$19.9M)
11% more funds holding
Funds holding: 87 → 97 (+10)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0.2% more ownership
Funds ownership: 18.49% → 18.69% (+0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.66M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.35M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.03M |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$799K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.83M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$863K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$520K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$240K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$221K |
ETJ Hedge Fund Activity: Q1 2024 in Review
97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2024, worth a combined $115M — up 21% from $95.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ETJ positions and 4 closed out — a net gain of 11 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $1.66M. The largest seller was Morgan Stanley, cutting an estimated $5.83M.
- 97 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2024, up from 87 in Q4 2023.
- Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2024, up 21% quarter-over-quarter.
- 15 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2024 and 4 closed out, a net change of +11 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $1.66M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.83M sold.
Based on aggregated 13F filings for Q1 2024.