Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
71 hedge funds and large institutions have $70.6M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
13% more funds holding
Funds holding: 63 → 71 (+8)
2% more capital invested
Capital invested by funds: $69M → $70.6M (+$1.54M)
0.24% more ownership
Funds ownership: 11.31% → 11.55% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$906K |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$533K |
| 3 |
RICHC
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
+$480K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$424K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$932K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$869K |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$504K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$306K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$297K |
ETJ Hedge Fund Activity: Q3 2020 in Review
71 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2020, worth a combined $70.6M — up 2.2% from $69M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ETJ positions and 4 closed out — a net gain of 9 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $906K. The largest seller was Invesco, cutting an estimated $932K.
- 71 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2020, up from 63 in Q2 2020.
- Funds reported $70.6M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2020, up 2.2% quarter-over-quarter.
- 13 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2020 and 4 closed out, a net change of +9 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $906K added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2020 was Invesco, an estimated $932K sold.
Based on aggregated 13F filings for Q3 2020.