Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
79 hedge funds and large institutions have $81.8M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
0.36% less ownership
Funds ownership: 12.33% → 11.97% (-0.36%)
9% less funds holding
Funds holding: 87 → 79 (-8)
10% less capital invested
Capital invested by funds: $90.8M → $81.8M (-$8.95M)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.07M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$687K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$516K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$408K |
| 5 |
LPL Financial
San Diego,
California
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.33M |
| 2 |
Citigroup
New York
|
-$898K |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$625K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$604K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$521K |
ETJ Hedge Fund Activity: Q3 2021 in Review
79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2021, worth a combined $81.8M — down 9.9% from $90.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ETJ and 2 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 28 added.
The largest buyer was Ahrens Investment Partners, opening a new position worth an estimated $1.07M. The largest seller was Ameriprise, cutting an estimated $1.33M.
- 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2021, down from 87 in Q2 2021.
- Funds reported $81.8M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2021, down 9.9% quarter-over-quarter.
- 2 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2021 and 8 closed out, a net change of -6 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2021 was Ahrens Investment Partners, an estimated $1.07M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2021 was Ameriprise, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2021.