Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
73 hedge funds and large institutions have $133M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
16% more funds holding
Funds holding: 63 → 73 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.01% less ownership
Funds ownership: 20.76% → 20.75% (-0.01%)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
11% less capital invested
Capital invested by funds: $149M → $133M (-$16.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.84M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.27M |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$544K |
| 4 |
Morgan Stanley
New York
|
+$366K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.03M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$677K |
| 4 |
IT
Independence Trust
Franklin,
Tennessee
|
-$491K |
| 5 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$305K |
ETJ Hedge Fund Activity: Q3 2015 in Review
73 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2015, worth a combined $133M — down 11% from $149M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ETJ positions and 2 closed out — a net gain of 10 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $1.84M. The largest seller was Cornerstone Advisors, cutting an estimated $3.03M.
- 73 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2015, up from 63 in Q2 2015.
- Funds reported $133M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2015, down 11% quarter-over-quarter.
- 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2015 and 2 closed out, a net change of +10 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2015 was Advisors Asset Management, an estimated $1.84M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2015 was Cornerstone Advisors, an estimated $3.03M sold.
Based on aggregated 13F filings for Q3 2015.