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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

90 hedge funds and large institutions have $95.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

18% more funds holding

Funds holding: 76 → 90 (+14)

9% more capital invested

Capital invested by funds: $87.9M → $95.4M (+$7.5M)

0.91% more ownership

Funds ownership: 14.64% → 15.55% (+0.91%)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
28
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$2.28M
2
PPA
Parametric Portfolio Associates
Washington
+$1.79M
3
SIA
Starfire Investment Advisers
Michigan
+$1.3M
4
GC
Guggenheim Capital
Illinois
+$1.04M
5
AGM
Alpine Global Management
New York
+$582K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$1.82M
2
AAM
Advisors Asset Management
Colorado
-$1.67M
3
LCM
Laurion Capital Management
New York
-$1.14M
4
AWM
AE Wealth Management
Kansas
-$684K
5
MIAN
Mariner Independent Advisor Network
Kansas
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.5M -$229K -24,636 -1%
GC
2
Guggenheim Capital
Illinois
$7.76M +$1.04M +111,704 +16%
PPA
3
Parametric Portfolio Associates
Washington
$7.57M +$1.79M +193,202 +33%
Invesco
4
Invesco
Georgia
$6.04M -$289K -31,085 -5%
LPL Financial
5
LPL Financial
California
$4.05M +$356K +38,321 +10%
SCM
6
Sterneck Capital Management
Missouri
$3.72M +$112K +12,070 +3%
Millennium Management
7
Millennium Management
New York
$2.62M +$2.28M +245,054 +925%
IA
8
IFP Advisors
Florida
$2.54M +$174K +18,762 +8%
RVPG
9
Relative Value Partners Group
$2.53M – – –
Bank of America
10
Bank of America
North Carolina
$2.21M -$40.4K -4,349 -2%
UBS Group
11
UBS Group
Switzerland
$2.05M +$110K +11,790 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.78M +$51.9K +5,583 +3%
Wells Fargo
13
Wells Fargo
California
$1.75M -$111K -11,984 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.58M +$470K +50,628 +45%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.44M +$116K +12,487 +9%
Ameriprise
16
Ameriprise
Minnesota
$1.42M +$261K +28,087 +24%
PCM
17
Pointe Capital Management
Michigan
$1.35M -$23.2K -2,500 -2%
SIA
18
Starfire Investment Advisers
Michigan
$1.35M +$1.3M +140,378 New
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$1.3M -$107K -11,523 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.27M +$57.1K +6,145 +5%
AG
21
Advisor Group
Arizona
$1.12M +$111K +11,915 +11%
SFS
22
Shaker Financial Services
Virginia
$1.1M -$1.82M -196,262 -63%
AssetMark Inc
23
AssetMark Inc
California
$1.08M – – –
CAN
24
Cetera Advisor Networks
California
$981K +$269K +28,916 +40%
FAAS
25
First Allied Advisory Services
California
$869K +$423K +45,531 +101%
1
2 3 4 5

ETJ Hedge Fund Activity: Q4 2017 in Review

90 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2017, worth a combined $95.4M — up 8.5% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETJ positions and 10 closed out — a net gain of 14 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.28M. The largest seller was Shaker Financial Services, cutting an estimated $1.82M.

  • 90 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2017, up from 76 in Q3 2017.
  • Funds reported $95.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2017 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2017 was Millennium Management, an estimated $2.28M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2017 was Shaker Financial Services, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2017.