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EHT

Eaton Vance 2021 Target Term Trust
EHT

Delisted

EHT was delisted on the 25th of June, 2021.

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21 hedge funds and large institutions have $29.7M invested in Eaton Vance 2021 Target Term Trust in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

24% more funds holding

Funds holding: 17 → 21 (+4)

5% more capital invested

Capital invested by funds: $28.4M → $29.7M (+$1.29M)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$703K
2
Bank of America
Bank of America
North Carolina
+$460K
3
BRWA
B. Riley Wealth Advisors
Florida
+$203K
4
SCM
SOL Capital Management
Maryland
+$198K
5
Stifel Financial
Stifel Financial
Missouri
+$167K

Top Sellers

Rank Fund Capital Flow
1
IA
Icon Advisers
Colorado
-$237K
2
UBS Group
UBS Group
Switzerland
-$233K
3
TSS
Two Sigma Securities
New York
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.46M -$233K -23,583 -3%
Wells Fargo
2
Wells Fargo
California
$6.11M +$90.8K +9,174 +2%
IA
3
Icon Advisers
Colorado
$3.64M -$237K -23,957 -6%
Morgan Stanley
4
Morgan Stanley
New York
$3.19M +$703K +71,031 +28%
Stifel Financial
5
Stifel Financial
Missouri
$2.13M +$167K +16,871 +8%
BTS
6
BB&T Securities
Virginia
$2M +$15.1K +1,521 +0.8%
Bank of America
7
Bank of America
North Carolina
$1.8M +$460K +46,469 +34%
Invesco
8
Invesco
Georgia
$1.67M +$20K +2,025 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.06M +$85.6K +8,647 +9%
M&T Bank
10
M&T Bank
New York
$294K +$49.5K +5,000 +20%
BRWA
11
B. Riley Wealth Advisors
Florida
$204K +$203K +20,514 New
MC
12
Mathes Company
New York
$198K – – –
SCM
13
SOL Capital Management
Maryland
$198K +$198K +20,000 New
Ameriprise
14
Ameriprise
Minnesota
$197K +$1.99K +201 +1%
PCP
15
Proficio Capital Partners
Massachusetts
$157K – – –
IA
16
IFP Advisors
Florida
$105K – – –
CRWM
17
Castle Rock Wealth Management
California
$105K +$105K +10,597 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$98K +$99K +10,000 New
SEI Investments
19
SEI Investments
Pennsylvania
$84K +$83.8K +8,465 New
SPIA
20
Steward Partners Investment Advisory
New York
$10K +$10.6K +1,075 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3K – – –
TSS
22
Two Sigma Securities
New York
– -$149K -14,884 Closed

EHT Hedge Fund Activity: Q1 2018 in Review

21 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance 2021 Target Term Trust (EHT) for Q1 2018, worth a combined $29.7M — up 4.6% from $28.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EHT positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $703K. The largest seller was Icon Advisers, cutting an estimated $237K.

  • 21 institutional investors held Eaton Vance 2021 Target Term Trust (EHT) as of Q1 2018, up from 17 in Q4 2017.
  • Funds reported $29.7M of Eaton Vance 2021 Target Term Trust stock for Q1 2018, up 4.6% quarter-over-quarter.
  • 6 funds opened new Eaton Vance 2021 Target Term Trust positions in Q1 2018 and 1 closed out, a net change of +5 holders.
  • The largest Eaton Vance 2021 Target Term Trust buyer in Q1 2018 was Morgan Stanley, an estimated $703K added.
  • The largest Eaton Vance 2021 Target Term Trust seller in Q1 2018 was Icon Advisers, an estimated $237K sold.

Based on aggregated 13F filings for Q1 2018.