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EV

Eaton Vance Corp.
EV

Delisted

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

361 hedge funds and large institutions have $4.73B invested in Eaton Vance Corp. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

744% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $951K

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% less capital invested

Capital invested by funds: $4.78B → $4.73B (-$50.9M)

3% less funds holding

Funds holding: 374361 (-13)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
361
Holders Change
-13
Holders Change %
-3.48%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
124
Reduced
120
Closed
46
Calls
$8.02M
Puts
$951K
Net Calls
+$7.07M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
226
Grandfield & Dodd
New York
$450K -$56.8K -1,000 -11%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$450K +$70.2K +1,237 +18%
EWM
228
Evercore Wealth Management
New York
$445K -$114K -2,000 -20%
FFSOTS
229
Fiduciary Financial Services of The Southwest
Texas
$429K
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$427K -$7.44K -131 -2%
NA
231
Neuburgh Advisers
California
$426K
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$412K -$15K -265 -3%
CEP
233
Chicago Equity Partners
Illinois
$404K
GIA
234
GHP Investment Advisors
Colorado
$401K -$14K -247 -3%
DC
235
Davenport & Co
Virginia
$401K -$47.9K -844 -10%
FMBTD
236
First Midwest Bank Trust Division
Illinois
$397K -$195K -3,433 -33%
WAM
237
World Asset Management
Michigan
$397K -$53.8K -947 -12%
B
238
Barings
North Carolina
$395K
LPL Financial
239
LPL Financial
California
$388K +$100K +1,765 +34%
WA1
240
Wimmer Associates 1
California
$375K
HCM
241
Hall Capital Management
Rhode Island
$370K
NAP
242
New Amsterdam Partners
New York
$359K +$366K +6,440 New
Creative Planning
243
Creative Planning
Kansas
$353K +$49.7K +876 +16%
OMCS
244
Old Mutual Customised Solutions
South Africa
$351K
HB
245
Homrich & Berg
Georgia
$345K +$10.1K +177 +3%
IA
246
IFG Advisory
Georgia
$336K +$42.1K +741 +7%
SFG
247
SevenBridge Financial Group
Pennsylvania
$328K -$11.5K -202 -3%
AG
248
Advisor Group
Arizona
$307K -$52.7K -929 -14%
RCA
249
Rowland Carmichael Advisors
Arizona
$303K
PFS
250
Prospera Financial Services
Texas
$300K

EV Hedge Fund Activity: Q1 2018 in Review

361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2018, worth a combined $4.73B — down 1.1% from $4.78B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of EV and 36 opened new positions — a net loss of 10 holders — while 120 trimmed existing stakes and 124 added.

The largest buyer was Ameriprise, adding an estimated $65.2M. The largest seller was London Company of Virginia, cutting an estimated $35.9M.

  • 361 institutional investors held Eaton Vance Corp. (EV) as of Q1 2018, down from 374 in Q4 2017.
  • Funds reported $4.73B of Eaton Vance Corp. stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q1 2018 and 46 closed out, a net change of -10 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2018 was Ameriprise, an estimated $65.2M added.
  • The largest Eaton Vance Corp. seller in Q1 2018 was London Company of Virginia, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.