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EV

Eaton Vance Corp.
EV

Delisted

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

293 hedge funds and large institutions have $2.83B invested in Eaton Vance Corp. in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $351K

3% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 100

6% less funds holding

Funds holding: 311293 (-18)

16% less capital invested

Capital invested by funds: $3.38B → $2.83B (-$553M)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
293
Holders Change
-18
Holders Change %
-5.79%
% of All Funds
8.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
97
Reduced
100
Closed
41
Calls
$1.07M
Puts
$351K
Net Calls
+$719K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$204K +$197K +5,351 +714%
MCM
227
Manchester Capital Management
Vermont
$200K -$6.95K -189 -3%
JIM
228
Jupiter Investment Management
United Kingdom
$181K -$4.35M -118,377 -96%
EWM
229
Endurance Wealth Management
Rhode Island
$154K
Creative Planning
230
Creative Planning
Kansas
$151K +$167K +4,529 New
RCM
231
Riverhead Capital Management
Delaware
$144K +$158K +4,300 New
HSA
232
Hussman Strategic Advisors
Maryland
$127K
NIMI
233
Natixis Investment Managers International
France
$126K +$139K +3,776 New
GH
234
GAM Holding
Switzerland
$121K -$44.6K -1,212 -25%
SF
235
Synovus Financial
Georgia
$104K
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$100K
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
$90K
OMCS
238
Old Mutual Customised Solutions
South Africa
$90K +$51.5K +1,400 +108%
WA
239
WFG Advisors
Texas
$83K -$9.67K -263 -10%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$80K +$19.6K +533 +29%
ZB
241
Zions Bancorporation
Utah
$74K +$44.2K +1,201 New
WEC
242
Winslow Evans & Crocker
Massachusetts
$73.5K
DADC
243
D.A. Davidson & Co
Montana
$72K +$4.01K +109 +5%
PMFA
244
Plante Moran Financial Advisors
Michigan
$68K
FHA
245
First Horizon Advisors
Tennessee
$67K +$478 +13 +0.7%
EOJOAM
246
E. Ohman J:or Asset Management
Sweden
$66.8K
SO
247
STRS Ohio
Ohio
$55K +$60.7K +1,650 New
CBOA
248
Commonwealth Bank of Australia
Australia
$53K
LTFS
249
Ladenburg Thalmann Financial Services
Florida
$52K +$3.38K +92 +6%
MFS
250
MSI Financial Services
Massachusetts
$47K +$2.87K +78 +6%

EV Hedge Fund Activity: Q3 2015 in Review

293 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2015, worth a combined $2.83B — down 16% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EV and 24 opened new positions — a net loss of 17 holders — while 100 trimmed existing stakes and 97 added.

The largest buyer was Bank of America, adding an estimated $34.2M. The largest seller was Citadel Advisors, cutting an estimated $37.9M.

  • 293 institutional investors held Eaton Vance Corp. (EV) as of Q3 2015, down from 311 in Q2 2015.
  • Funds reported $2.83B of Eaton Vance Corp. stock for Q3 2015, down 16% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Corp. positions in Q3 2015 and 41 closed out, a net change of -17 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2015 was Bank of America, an estimated $34.2M added.
  • The largest Eaton Vance Corp. seller in Q3 2015 was Citadel Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q3 2015.