Eaton Vance 2021 Target Term Trust
EHT
EHT was delisted on the 25th of June, 2021.
26 hedge funds and large institutions have $50.5M invested in Eaton Vance 2021 Target Term Trust in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
13% more capital invested
Capital invested by funds: $44.6M → $50.5M (+$5.95M)
4% more funds holding
Funds holding: 25 → 26 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.92M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.47M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
| 4 |
LPL Financial
San Diego,
California
|
+$627K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$526K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$110K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$107K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$83.2K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$50.7K |
EHT Hedge Fund Activity: Q4 2019 in Review
26 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance 2021 Target Term Trust (EHT) for Q4 2019, worth a combined $50.5M — up 13% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EHT positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.92M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $526K sold.
- 26 institutional investors held Eaton Vance 2021 Target Term Trust (EHT) as of Q4 2019, up from 25 in Q3 2019.
- Funds reported $50.5M of Eaton Vance 2021 Target Term Trust stock for Q4 2019, up 13% quarter-over-quarter.
- 3 funds opened new Eaton Vance 2021 Target Term Trust positions in Q4 2019 and 1 closed out, a net change of +2 holders.
- The largest Eaton Vance 2021 Target Term Trust buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $3.92M added.
- The largest Eaton Vance 2021 Target Term Trust seller in Q4 2019 was Susquehanna International Group, an estimated $526K sold.
Based on aggregated 13F filings for Q4 2019.