We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

88 hedge funds and large institutions have $81.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

24% more funds holding

Funds holding: 71 → 88 (+17)

15% more capital invested

Capital invested by funds: $70.5M → $81.4M (+$10.9M)

0.76% more ownership

Funds ownership: 11.55% → 12.31% (+0.76%)

Holders
88
Holders Change
+17
Holders Change %
+23.94%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
28
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.81M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$990K
3
LPL Financial
LPL Financial
California
+$705K
4
Osaic Holdings
Osaic Holdings
Arizona
+$638K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$541K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$726K
2
WAM
Weiss Asset Management
Massachusetts
-$513K
3
GC
Guggenheim Capital
Illinois
-$378K
4
AAM
Advisors Asset Management
Colorado
-$356K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M -$726K -72,388 -4%
LPL Financial
2
LPL Financial
California
$7.58M +$705K +70,350 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.54M +$1.81M +181,030 +33%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.18M +$638K +63,684 +10%
Invesco
5
Invesco
Georgia
$7.03M +$133K +13,228 +2%
GC
6
Guggenheim Capital
Illinois
$5.83M -$378K -37,688 -6%
AAM
7
Advisors Asset Management
Colorado
$2.65M -$356K -35,525 -12%
Bank of America
8
Bank of America
North Carolina
$1.81M -$116K -11,535 -6%
Wells Fargo
9
Wells Fargo
California
$1.76M +$15.1K +1,506 +0.9%
IWM
10
IHT Wealth Management
Illinois
$1.4M -$21.1K -2,101 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.39M +$541K +53,917 +68%
PAG
12
Private Advisor Group
New Jersey
$1.33M -$86.4K -8,620 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.16M -$34.2K -3,407 -3%
Ameriprise
14
Ameriprise
Minnesota
$1.15M +$51.7K +5,158 +5%
Citigroup
15
Citigroup
New York
$1.13M +$129K +12,875 +13%
RJA
16
Raymond James & Associates
Florida
$1.09M -$129K -12,893 -11%
PCM
17
Pointe Capital Management
Michigan
$1.05M -$49.5K -4,940 -5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.03M +$990K +98,717 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.01M +$105K +10,452 +12%
D
20
Diversified
Delaware
$744K +$779K +77,734 New
ASN
21
Advisory Services Network
Georgia
$693K +$72K +7,184 +12%
UBS Group
22
UBS Group
Switzerland
$637K -$12K -1,194 -2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$548K +$22.6K +2,252 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$540K -$142K -14,205 -21%
GIA
25
Gladstone Institutional Advisory
Florida
$525K +$507K +50,599 New
1
2 3 4

ETJ Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2020, worth a combined $81.4M — up 15% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETJ positions and 7 closed out — a net gain of 18 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $726K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2020, up from 71 in Q3 2020.
  • Funds reported $81.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2020, up 15% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2020 and 7 closed out, a net change of +18 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $1.81M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2020 was Morgan Stanley, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2020.