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EV

Eaton Vance Corp.
EV

Delisted

EV was delisted on the 26th of February, 2021.

294 hedge funds and large institutions have $3.53B invested in Eaton Vance Corp. in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $3.31B → $3.53B (+$211M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 113

3% less funds holding

Funds holding: 304294 (-10)

11% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3.09M

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
294
Holders Change
-10
Holders Change %
-3.29%
% of All Funds
9.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
106
Reduced
113
Closed
30
Calls
$2.75M
Puts
$3.09M
Net Calls
-$343K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
226
Prio Wealth Limited Partnership
Massachusetts
$343K -$15.9K -399 -4%
Schroder Investment Management Group
227
Schroder Investment Management Group
United Kingdom
$338K -$3.53M -88,800 -91%
LIM
228
Leavell Investment Management
Alabama
$330K
GC
229
Grimes & Company
Massachusetts
$327K
AI
230
Atria Investments
North Carolina
$324K -$28.5K -716 -8%
CG
231
Clinton Group
New York
$311K +$318K +8,000 New
MCM
232
Manchester Capital Management
Vermont
$306K
Janus Henderson Group
233
Janus Henderson Group
United Kingdom
$289K
NPA
234
Nichols & Pratt Advisers
Massachusetts
$282K -$119K -3,000 -29%
FNBT
235
FineMark National Bank & Trust
Florida
$269K
IA
236
Icon Advisers
Colorado
$268K -$987K -24,800 -78%
BMO
237
Beck Mack & Oliver
New York
$264K -$23.9K -600 -8%
BP
238
Banyan Partners
Florida
$260K +$267K +6,703 New
1GA
239
1st Global Advisors
Texas
$250K -$10.5K -264 -4%
SFP
240
Santa Fe Partners
New Mexico
$241K -$681K -17,116 -73%
TRCT
241
Tower Research Capital (TRC)
New York
$237K +$139K +3,495 +134%
LBC
242
Lowe Brockenbrough & Co
Virginia
$236K
SNC
243
Stifel Nicolaus & Co
Missouri
$234K +$5.17K +130 +2%
TD Asset Management
244
TD Asset Management
Ontario, Canada
$228K +$233K +5,864 New
CBOA
245
Commonwealth Bank of Australia
Australia
$225K
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
$222K
LPL Financial
247
LPL Financial
California
$216K -$90.5K -2,273 -29%
Group One Trading
248
Group One Trading
Illinois
$214K +$175K +4,400 +400%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$206K +$17.7K +444 +9%
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$204K -$10.2K -256 -5%

EV Hedge Fund Activity: Q3 2013 in Review

294 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2013, worth a combined $3.53B — up 6.4% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EV and 23 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 106 added.

The largest buyer was State Street, adding an estimated $28.6M. The largest seller was Fidelity Investments, cutting an estimated $14.2M.

  • 294 institutional investors held Eaton Vance Corp. (EV) as of Q3 2013, down from 304 in Q2 2013.
  • Funds reported $3.53B of Eaton Vance Corp. stock for Q3 2013, up 6.4% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Corp. positions in Q3 2013 and 30 closed out, a net change of -7 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2013 was State Street, an estimated $28.6M added.
  • The largest Eaton Vance Corp. seller in Q3 2013 was Fidelity Investments, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2013.