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EV

Eaton Vance Corp.
EV

Delisted

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

370 hedge funds and large institutions have $3.84B invested in Eaton Vance Corp. in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

22% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 105

7% more funds holding

Funds holding: 346370 (+24)

4% more capital invested

Capital invested by funds: $3.69B → $3.84B (+$152M)

48% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $19.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
9.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
128
Reduced
105
Closed
29
Calls
$10.4M
Puts
$19.9M
Net Calls
-$9.54M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
$534K +$145K +3,190 +39%
GD
227
Grandfield & Dodd
New York
$524K
GH
228
GAM Holding
Switzerland
$522K
HSBC Holdings
229
HSBC Holdings
United Kingdom
$521K -$840K -18,461 -63%
CAM
230
Capstone Asset Management
Texas
$519K +$9.1K +200 +2%
FMBTD
231
First Midwest Bank Trust Division
Illinois
$490K +$11.3K +248 +2%
MLL
232
Moody Lynn & Lieberson
Massachusetts
$490K +$22.3K +490 +5%
AIM
233
Assured Investment Management
New York
$479K +$115K +2,531 +33%
EWM
234
Evercore Wealth Management
New York
$473K
EP
235
Elkfork Partners
Oregon
$473K +$157K +3,444 +53%
GC
236
Guggenheim Capital
Illinois
$456K -$754K -16,564 -63%
Nomura Holdings
237
Nomura Holdings
Japan
$439K +$421K +9,263 New
N
238
Natixis
France
$432K +$184K +4,045 +80%
RCM
239
Riverhead Capital Management
Delaware
$429K +$144K +3,155 +53%
CB
240
Commerce Bank
Missouri
$426K -$1.59K -35 -0.4%
SCM
241
Shelton Capital Management
Colorado
$409K -$3.05K -67 -0.8%
NA
242
NewEdge Advisors
Louisiana
$408K +$388K +8,524 New
SCA
243
Sippican Capital Advisors
Massachusetts
$405K
WAM
244
World Asset Management
Michigan
$390K +$10.3K +226 +3%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$378K
USAA
246
United Services Automobile Association
Texas
$372K
GHCM
247
Glen Harbor Capital Management
California
$372K +$123K +2,706 +53%
OAM
248
Occidental Asset Management
California
$371K +$24.1K +530 +7%
BOTW
249
Bank of the West
California
$369K +$2.27K +50 +0.6%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$365K -$38.2K -839 -10%

EV Hedge Fund Activity: Q2 2017 in Review

370 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2017, worth a combined $3.84B — up 4.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EV positions and 29 closed out — a net gain of 25 holders — while 128 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $70.3M. The largest seller was American Century Companies, exiting entirely with an estimated $53.4M sold.

  • 370 institutional investors held Eaton Vance Corp. (EV) as of Q2 2017, up from 346 in Q1 2017.
  • Funds reported $3.84B of Eaton Vance Corp. stock for Q2 2017, up 4.1% quarter-over-quarter.
  • 54 funds opened new Eaton Vance Corp. positions in Q2 2017 and 29 closed out, a net change of +25 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2017 was Janus Henderson Group, an estimated $70.3M added.
  • The largest Eaton Vance Corp. seller in Q2 2017 was American Century Companies, an estimated $53.4M sold.

Based on aggregated 13F filings for Q2 2017.