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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

71 hedge funds and large institutions have $77.2M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.65% less ownership

Funds ownership: 13.55%12.9% (-0.65%)

3% less capital invested

Capital invested by funds: $79.3M → $77.2M (-$2.12M)

1% less funds holding

Funds holding: 7271 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.8M +$92.5K +9,870 +0.6%
Invesco
2
Invesco
Georgia
$7.32M +$295K +31,501 +4%
GC
3
Guggenheim Capital
Illinois
$7.17M -$2.43M -259,549 -25%
LPL Financial
4
LPL Financial
California
$5.12M +$201K +21,394 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.28M +$566K +60,415 +15%
Wells Fargo
6
Wells Fargo
California
$4.13M +$2.18M +232,229 +112%
Bank of America
7
Bank of America
North Carolina
$3.1M -$1.03M -109,612 -25%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.28M +$48.1K +5,128 +2%
AAM
9
Advisors Asset Management
Colorado
$2.19M +$205K +21,824 +10%
Millennium Management
10
Millennium Management
New York
$2.02M -$346K -36,937 -15%
AG
11
Advisor Group
Arizona
$1.95M +$278K +29,647 +17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.76M +$102K +10,890 +6%
IWM
13
IHT Wealth Management
Illinois
$1.73M +$753K +80,309 +77%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.57M -$1.39M -147,836 -47%
PCM
15
Pointe Capital Management
Michigan
$1.17M -$140K -14,917 -11%
Ameriprise
16
Ameriprise
Minnesota
$1.03M -$61K -6,504 -6%
PPA
17
Parametric Portfolio Associates
Washington
$943K -$2.04M -217,496 -68%
AssetMark Inc
18
AssetMark Inc
California
$940K -$113K -12,031 -11%
Citigroup
19
Citigroup
New York
$912K +$43.8K +4,675 +5%
PAG
20
Private Advisor Group
New Jersey
$898K +$732K +78,109 +446%
RJA
21
Raymond James & Associates
Florida
$845K +$51.6K +5,504 +7%
IC
22
Inscription Capital
Texas
$773K +$51.5K +5,500 +7%
UBS Group
23
UBS Group
Switzerland
$713K -$5.48K -585 -0.8%
FHA
24
Flagship Harbor Advisors
Massachusetts
$635K -$25.3K -2,700 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$580K +$86.3K +9,205 +18%

ETJ Hedge Fund Activity: Q2 2019 in Review

71 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2019, worth a combined $77.2M — down 2.7% from $79.3M a quarter earlier.

Fund positioning in ETJ was balanced in Q2 2019: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 23 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.18M. The largest seller was Guggenheim Capital, cutting an estimated $2.43M.

  • 71 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2019, down from 72 in Q1 2019.
  • Funds reported $77.2M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2019, down 2.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2019 and 6 closed out, a net change of 0 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2019 was Wells Fargo, an estimated $2.18M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2019.