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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

94 hedge funds and large institutions have $165M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

137% more capital invested

Capital invested by funds: $69.7M → $165M (+$95.3M)

19% more funds holding

Funds holding: 7994 (+15)

1.06% more ownership

Funds ownership: 12.84%13.9% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
29
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$97.3M +$4.77K +584 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.01M +$670K +82,037 +8%
Morgan Stanley
3
Morgan Stanley
New York
$7.8M -$1.51M -184,401 -15%
GC
4
Guggenheim Capital
Illinois
$5.03M -$1.31M -159,926 -19%
Invesco
5
Invesco
Georgia
$4.4M +$326K +39,925 +7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.81M -$30.9K -3,780 -0.7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.69M -$1.88M -230,450 -32%
Ameriprise
8
Ameriprise
Minnesota
$3.13M -$296K -36,221 -8%
SFS
9
Shaker Financial Services
Virginia
$3.02M +$3.29M +403,096 New
FA
10
Financial Alternatives
California
$2.79M +$3.04M +372,342 New
LPL Financial
11
LPL Financial
California
$1.9M +$13K +1,593 +0.6%
Wells Fargo
12
Wells Fargo
California
$1.74M -$68.8K -8,429 -4%
ASN
13
Advisory Services Network
Georgia
$1.5M +$9.61K +1,178 +0.6%
IWM
14
IHT Wealth Management
Illinois
$1.39M -$359K -44,029 -19%
Bank of America
15
Bank of America
North Carolina
$1.23M -$80.9K -9,914 -6%
Stifel Financial
16
Stifel Financial
Missouri
$1.21M -$95.6K -11,711 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.09M -$10.9K -1,337 -0.9%
EC
18
Elequin Capital
New York
$1.02M +$1.11M +135,506 New
RJA
19
Raymond James & Associates
Florida
$765K +$102K +12,441 +14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$671K -$61K -7,469 -8%
BCM
21
Bluefin Capital Management
New York
$654K +$450K +55,137 +172%
UBS Group
22
UBS Group
Switzerland
$557K +$96.1K +11,770 +19%
IA
23
IFP Advisors
Florida
$538K -$30.6K -3,750 -6%
PCM
24
Pointe Capital Management
Michigan
$513K +$2.8K +343 +0.5%
LCM
25
Landscape Capital Management
New Jersey
$508K +$552K +67,675 New

ETJ Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2022, worth a combined $165M — up 137% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ETJ positions and 6 closed out — a net gain of 17 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.29M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.88M.

  • 94 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $165M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2022, up 137% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $3.29M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2022.