Eaton Vance 2021 Target Term Trust
EHT
EHT was delisted on the 25th of June, 2021.
28 hedge funds and large institutions have $33.7M invested in Eaton Vance 2021 Target Term Trust in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
32% more capital invested
Capital invested by funds: $25.6M → $33.7M (+$8.13M)
7% less funds holding
Funds holding: 30 → 28 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.75M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$407K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$390K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$391K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$164K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$158K |
| 4 |
MC
Mathes Company
New York
|
-$49.1K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$48.3K |
EHT Hedge Fund Activity: Q2 2019 in Review
28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance 2021 Target Term Trust (EHT) for Q2 2019, worth a combined $33.7M — up 32% from $25.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EHT and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 16 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $4.75M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $391K sold.
- 28 institutional investors held Eaton Vance 2021 Target Term Trust (EHT) as of Q2 2019, down from 30 in Q1 2019.
- Funds reported $33.7M of Eaton Vance 2021 Target Term Trust stock for Q2 2019, up 32% quarter-over-quarter.
- 1 fund opened new Eaton Vance 2021 Target Term Trust positions in Q2 2019 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance 2021 Target Term Trust buyer in Q2 2019 was Integrated Wealth Concepts, an estimated $4.75M added.
- The largest Eaton Vance 2021 Target Term Trust seller in Q2 2019 was Shaker Financial Services, an estimated $391K sold.
Based on aggregated 13F filings for Q2 2019.