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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

73 hedge funds and large institutions have $87.3M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $72.1M → $87.3M (+$15.2M)

4% more funds holding

Funds holding: 70 → 73 (+3)

2.17% more ownership

Funds ownership: 12.47% → 14.64% (+2.2%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$6.48M
2
GC
Guggenheim Capital
Illinois
+$2.89M
3
Morgan Stanley
Morgan Stanley
New York
+$1.75M
4
HighTower Advisors
HighTower Advisors
Illinois
+$761K
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$665K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.91M
2
AAM
Advisors Asset Management
Colorado
-$1.56M
3
Millennium Management
Millennium Management
New York
-$787K
4
WAM
Wolverine Asset Management
Illinois
-$593K
5
FAM
Formidable Asset Management
Ohio
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.3M +$1.75M +188,464 +9%
PPA
2
Parametric Portfolio Associates
Washington
$6.54M +$6.48M +697,754 New
Invesco
3
Invesco
Georgia
$5.82M +$161K +17,370 +3%
GC
4
Guggenheim Capital
Illinois
$5.51M +$2.89M +311,432 +113%
SCM
5
Sterneck Capital Management
Missouri
$3.57M +$204K +22,008 +6%
LPL Financial
6
LPL Financial
California
$3.4M -$1.91M -205,686 -36%
RVPG
7
Relative Value Partners Group
$2.64M +$474K +50,980 +22%
AAM
8
Advisors Asset Management
Colorado
$2.49M -$1.56M -167,928 -39%
Bank of America
9
Bank of America
North Carolina
$2.42M +$344K +37,056 +17%
IA
10
IFP Advisors
Florida
$2.28M +$32.2K +3,467 +1%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$2.23M +$665K +71,610 +43%
Wells Fargo
12
Wells Fargo
California
$2.06M -$9.81K -1,056 -0.5%
UBS Group
13
UBS Group
Switzerland
$1.89M +$107K +11,488 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.69M +$318K +34,233 +24%
SFS
15
Shaker Financial Services
Virginia
$1.57M -$93.2K -10,033 -6%
PCM
16
Pointe Capital Management
Michigan
$1.34M +$18.6K +2,000 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.2M +$64.8K +6,973 +6%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$1.18M +$9.64K +1,038 +0.8%
AssetMark Inc
19
AssetMark Inc
California
$1.1M -$106K -11,426 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.07M -$138K -14,847 -12%
RJA
21
Raymond James & Associates
Florida
$955K +$12.5K +1,346 +1%
DA
22
Doliver Advisors
Texas
$951K +$330K +35,493 +54%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$943K +$207K +22,277 +28%
AG
24
Advisor Group
Arizona
$899K +$120K +12,939 +16%
HighTower Advisors
25
HighTower Advisors
Illinois
$892K +$761K +81,922 +601%
1
2 3 4

ETJ Hedge Fund Activity: Q2 2017 in Review

73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2017, worth a combined $87.3M — up 21% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETJ positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $6.48M. The largest seller was LPL Financial, cutting an estimated $1.91M.

  • 73 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2017, up from 70 in Q1 2017.
  • Funds reported $87.3M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2017, up 21% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2017 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $6.48M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2017 was LPL Financial, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2017.