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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

76 hedge funds and large institutions have $87.9M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 73 → 76 (+3)

1% more capital invested

Capital invested by funds: $87.3M → $87.9M (+$576K)

0% more ownership

Funds ownership: 14.64% → 14.64% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.35M
2
LCM
Laurion Capital Management
New York
+$1.13M
3
GC
Guggenheim Capital
Illinois
+$997K
4
Morgan Stanley
Morgan Stanley
New York
+$835K
5
Ameriprise
Ameriprise
Minnesota
+$497K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.18M
2
PPA
Parametric Portfolio Associates
Washington
-$986K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$853K
4
AAM
Advisors Asset Management
Colorado
-$835K
5
HighTower Advisors
HighTower Advisors
Illinois
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.3M +$835K +88,752 +4%
GC
2
Guggenheim Capital
Illinois
$6.54M +$997K +105,939 +18%
Invesco
3
Invesco
Georgia
$6.2M +$349K +37,125 +6%
PPA
4
Parametric Portfolio Associates
Washington
$5.59M -$986K -104,793 -15%
LPL Financial
5
LPL Financial
California
$3.6M +$177K +18,843 +5%
SCM
6
Sterneck Capital Management
Missouri
$3.53M -$59.4K -6,310 -2%
SFS
7
Shaker Financial Services
Virginia
$2.92M +$1.35M +142,975 +86%
RVPG
8
Relative Value Partners Group
$2.47M -$185K -19,676 -7%
IA
9
IFP Advisors
Florida
$2.31M +$16.4K +1,745 +0.7%
Bank of America
10
Bank of America
North Carolina
$2.2M -$228K -24,225 -9%
UBS Group
11
UBS Group
Switzerland
$1.9M +$753 +80 +0%
Wells Fargo
12
Wells Fargo
California
$1.82M -$249K -26,473 -12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.69M -$8.28K -880 -0.5%
AAM
14
Advisors Asset Management
Colorado
$1.67M -$835K -88,750 -33%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$1.39M -$853K -90,622 -38%
PCM
16
Pointe Capital Management
Michigan
$1.35M – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.29M +$336K +35,657 +35%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.18M -$23.6K -2,503 -2%
LCM
19
Laurion Capital Management
New York
$1.14M +$1.13M +120,474 New
Ameriprise
20
Ameriprise
Minnesota
$1.12M +$497K +52,767 +80%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.07M -$8.37K -889 -0.8%
AssetMark Inc
22
AssetMark Inc
California
$1.06M -$47.8K -5,075 -4%
RJA
23
Raymond James & Associates
Florida
$996K +$35.4K +3,763 +4%
AG
24
Advisor Group
Arizona
$983K +$76.8K +8,155 +8%
DA
25
Doliver Advisors
Texas
$907K -$49.7K -5,281 -5%
1
2 3 4

ETJ Hedge Fund Activity: Q3 2017 in Review

76 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 Q3 2017, worth a combined $87.9M — up 0.66% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETJ positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.35M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $1.18M sold.

  • 76 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2017, up from 73 in Q2 2017.
  • Funds reported $87.9M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2017, up 0.66% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2017 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2017 was Shaker Financial Services, an estimated $1.35M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2017 was 1832 Asset Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2017.