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EV

Eaton Vance Corp.
EV

Delisted

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

302 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,794% more call options, than puts

Call options by funds: $966K | Put options by funds: $51K

5% more capital invested

Capital invested by funds: $3.53B → $3.7B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

3% less funds holding

Funds holding: 312302 (-10)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
302
Holders Change
-10
Holders Change %
-3.21%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
107
Reduced
107
Closed
33
Calls
$966K
Puts
$51K
Net Calls
+$915K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
226
Meiji Yasuda Asset Management
Japan
$245K -$82.8K -2,000 -25%
TD Asset Management
227
TD Asset Management
Ontario, Canada
$242K +$5.92K +143 +3%
Truist Financial
228
Truist Financial
North Carolina
$227K -$41.8K -1,010 -16%
TFCP
229
Twin Focus Capital Partners
Massachusetts
$219K
B
230
Baird
Wisconsin
$216K +$4.14K +100 +2%
CIM
231
Calvert Investment Management
Maryland
$213K +$212K +5,116 New
HSA
232
Hussman Strategic Advisors
Maryland
$208K
FNBOH
233
First National Bank of Hutchinson
Kansas
$204K
DL
234
Delta Lloyd
Netherlands
$202K +$201K +4,851 New
WBC
235
Westpac Banking Corp
Australia
$196K -$138K -3,341 -48%
LIA
236
LS Investment Advisors
Michigan
$187K
Creative Planning
237
Creative Planning
Kansas
$185K +$114K +2,755 +162%
KCM
238
Karp Capital Management
California
$160K +$124 +3 +0.1%
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$154K
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$149K -$1.34M -32,459 -90%
IC
241
IKOS CIF
Cyprus
$147K +$147K +3,544 New
AAM
242
Advisors Asset Management
Colorado
$146K +$8.28K +200 +6%
DILH
243
Dai-ichi Life Holdings
Japan
$138K -$45.1K -1,089 -25%
SF
244
Synovus Financial
Georgia
$130K
WA
245
WFG Advisors
Texas
$114K +$11.4K +275 +11%
Walleye Trading
246
Walleye Trading
New York
$106K +$106K +2,551 New
VFA
247
Virtus Fund Advisers
Connecticut
$95K -$9.81K -237 -9%
WEC
248
Winslow Evans & Crocker
Massachusetts
$91.6K
PMFA
249
Plante Moran Financial Advisors
Michigan
$85K
EOJOAM
250
E. Ohman J:or Asset Management
Sweden
$83.3K

EV Hedge Fund Activity: Q1 2015 in Review

302 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2015, worth a combined $3.7B — up 5% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EV and 27 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 107 added.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $130M. The largest seller was Herndon Capital Management, cutting an estimated $16.8M.

  • 302 institutional investors held Eaton Vance Corp. (EV) as of Q1 2015, down from 312 in Q4 2014.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q1 2015, up 5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q1 2015 and 33 closed out, a net change of -6 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2015 was York Capital Management Global Advisors, an estimated $130M added.
  • The largest Eaton Vance Corp. seller in Q1 2015 was Herndon Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2015.