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EV

Eaton Vance Corp.
EV

Delisted

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

346 hedge funds and large institutions have $3.55B invested in Eaton Vance Corp. in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,198% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $343K

2% more capital invested

Capital invested by funds: $3.49B → $3.55B (+$64.6M)

2% less funds holding

Funds holding: 352346 (-6)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 130

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
-6
Holders Change %
-1.7%
% of All Funds
7.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
99
Reduced
130
Closed
38
Calls
$4.45M
Puts
$343K
Net Calls
+$4.11M
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
226
Brandywine Global Investment Management
Pennsylvania
$360K +$342K +7,906 +7,458%
AA
227
ALPS Advisors
Colorado
$357K +$344K +7,942 New
WBC
228
Westpac Banking Corp
Australia
$340K
CT
229
Cambridge Trust
Massachusetts
$339K -$74K -1,710 -18%
PFS
230
Prospera Financial Services
Texas
$336K +$3.33K +77 +1%
FMBTD
231
First Midwest Bank Trust Division
Illinois
$331K
SI
232
Stephens Inc
Arkansas
$323K -$13.5K -312 -4%
WT
233
Washington Trust
Rhode Island
$319K
GAM
234
Gotham Asset Management
New York
$313K +$71.9K +1,662 +31%
BCM
235
BlueCrest Capital Management
Jersey
$313K +$302K +6,974 New
FHB
236
First Hawaiian Bank
Hawaii
$312K
HCM
237
Hall Capital Management
Rhode Island
$305K -$216 -5 -0.1%
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$304K -$28.7K -663 -9%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$303K -$255K -5,887 -47%
RCA
240
Rowland Carmichael Advisors
Arizona
$302K
WA1
241
Wimmer Associates 1
California
$301K -$1.43K -33 -0.5%
FFSOTS
242
Fiduciary Financial Services of The Southwest
Texas
$297K -$21.6K -500 -7%
VWM
243
Venturi Wealth Management
Texas
$293K +$9.56K +221 +4%
LPL Financial
244
LPL Financial
California
$288K -$60.5K -1,399 -18%
QIM
245
Quantitative Investment Management
Virginia
$276K -$329K -7,601 -55%
HighTower Advisors
246
HighTower Advisors
Illinois
$272K -$4.2M -97,062 -94%
CP
247
Covenant Partners
Tennessee
$269K +$20.1K +465 +8%
Creative Planning
248
Creative Planning
Kansas
$266K +$9.13K +211 +4%
EOJOAM
249
E. Ohman J:or Asset Management
Sweden
$265K
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$265K

EV Hedge Fund Activity: Q3 2019 in Review

346 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2019, worth a combined $3.55B — up 1.9% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EV and 33 opened new positions — a net loss of 5 holders — while 130 trimmed existing stakes and 99 added.

The largest buyer was Marshall Wace North America, adding an estimated $12.3M. The largest seller was State Street, cutting an estimated $39M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q3 2019, down from 352 in Q2 2019.
  • Funds reported $3.55B of Eaton Vance Corp. stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Corp. positions in Q3 2019 and 38 closed out, a net change of -5 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2019 was Marshall Wace North America, an estimated $12.3M added.
  • The largest Eaton Vance Corp. seller in Q3 2019 was State Street, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2019.