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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

70 hedge funds and large institutions have $194M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $183M → $194M (+$10.9M)

4% more funds holding

Funds holding: 67 → 70 (+3)

0.45% more ownership

Funds ownership: 24.13% → 24.58% (+0.45%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
12
Increased
31
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$4.46M
2
AA
Ancora Advisors
Ohio
+$1.28M
3
U
UBS
Switzerland
+$1.18M
4
TC
TFS Capital
Pennsylvania
+$1.16M
5
SG Americas Securities
SG Americas Securities
New York
+$950K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$7.91M
2
RCM
Rivernorth Capital Management
Florida
-$2.97M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$708K
4
VAM
Visium Asset Management
New York
-$644K
5
Invesco
Invesco
Georgia
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
RVP
1
Relative Value Partners
Illinois
$34.6M +$612K +54,929 +2%
U
2
UBS
Switzerland
$21.2M +$1.18M +106,238 +6%
RCM
3
Rivernorth Capital Management
Florida
$20.3M -$2.97M -266,338 -13%
PPA
4
Parametric Portfolio Associates
Washington
$13.8M +$498K +44,653 +4%
Morgan Stanley
5
Morgan Stanley
New York
$13.3M +$4.96K +445 +0%
SIA
6
Sit Investment Associates
Minnesota
$12.8M -$7.91M -708,943 -38%
AA
7
Ancora Advisors
Ohio
$7.16M +$1.28M +114,861 +22%
SG Americas Securities
8
SG Americas Securities
New York
$6.05M +$950K +85,231 +19%
Invesco
9
Invesco
Georgia
$5.01M -$288K -25,824 -5%
DA
10
Doliver Advisors
Texas
$4.55M -$78.9K -7,078 -2%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$4.51M +$4.46M +400,000 New
AWS
12
Aris Wealth Services
Pennsylvania
$4.38M +$211K +18,930 +5%
Wells Fargo
13
Wells Fargo
California
$3.71M +$41.6K +3,733 +1%
AQR Capital Management
14
AQR Capital Management
Connecticut
$3.62M -$708K -63,536 -17%
1CP
15
1607 Capital Partners
Virginia
$3.54M +$527K +47,253 +18%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$2.77M -$149K -13,401 -5%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$2.27M +$22.4K +2,011 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.02M +$87.9K +7,880 +5%
LPL Financial
19
LPL Financial
California
$1.92M -$95.5K -8,566 -5%
ACP
20
Aviance Capital Partners
Florida
$1.9M +$628K +56,300 +50%
JIR
21
James Investment Research
Ohio
$1.74M – – –
RJA
22
Raymond James & Associates
Florida
$1.46M +$701K +62,875 +95%
SCM
23
Sterneck Capital Management
Missouri
$1.43M -$11K -990 -0.8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.43M +$478K +42,850 +51%
RCM
25
Robinson Capital Management
Michigan
$1.37M +$1.36M +121,958 New
1
2 3 4

ETJ Hedge Fund Activity: Q4 2013 in Review

70 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2013, worth a combined $194M — up 6% from $183M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETJ positions and 8 closed out — a net gain of 4 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $4.46M. The largest seller was Sit Investment Associates, cutting an estimated $7.91M.

  • 70 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2013, up from 67 in Q3 2013.
  • Funds reported $194M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2013, up 6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2013 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2013 was 1832 Asset Management, an estimated $4.46M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2013 was Sit Investment Associates, an estimated $7.91M sold.

Based on aggregated 13F filings for Q4 2013.