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EV

Eaton Vance Corp.
EV

Delisted

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

337 hedge funds and large institutions have $3.05B invested in Eaton Vance Corp. in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 120 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $3.81M

21% more capital invested

Capital invested by funds: $2.52B → $3.05B (+$532M)

9% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 57

1% more funds holding

Funds holding: 334337 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 120

Holders
337
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
103
Reduced
120
Closed
57
Calls
$5.94M
Puts
$3.81M
Net Calls
+$2.13M
Net Calls Change
-$890K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
226
Cetera Advisor Networks
California
$294K +$277K +7,621 New
FRM
227
Fox Run Management
Connecticut
$291K +$274K +7,526 New
WCM
228
Weld Capital Management
New York
$290K +$274K +7,520 New
HighTower Advisors
229
HighTower Advisors
Illinois
$289K +$38.8K +1,066 +17%
MML Investors Services
230
MML Investors Services
Massachusetts
$286K +$29.6K +813 +12%
EMG
231
ETF Managers Group
New Jersey
$280K +$20.2K +555 +8%
PHK
232
Point72 Hong Kong
Hong Kong
$271K +$146K +4,019 +134%
AA
233
ALPS Advisors
Colorado
$270K -$28.4K -780 -10%
SCM
234
Shelton Capital Management
Colorado
$270K -$20.5K -564 -7%
FHB
235
First Hawaiian Bank
Hawaii
$268K
OR
236
Olympiad Research
Connecticut
$268K +$253K +6,941 New
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$267K -$425K -11,673 -63%
WA1
238
Wimmer Associates 1
California
$262K
RCA
239
Rowland Carmichael Advisors
Arizona
$259K
BRWM
240
B. Riley Wealth Management
Tennessee
$251K -$40K -1,099 -14%
SAM
241
Strategy Asset Managers
California
$250K +$235K +6,462 New
LPL Financial
242
LPL Financial
California
$247K +$233K +6,399 New
FMBTD
243
First Midwest Bank Trust Division
Illinois
$243K -$17K -467 -7%
MG
244
Mather Group
Illinois
$241K +$227K +6,233 New
M&T Bank
245
M&T Bank
New York
$237K +$223K +6,126 New
LIA
246
LS Investment Advisors
Michigan
$229K -$9.9K -272 -4%
DCM
247
Dupont Capital Management
Delaware
$221K -$24.6K -677 -11%
DADC
248
D.A. Davidson & Co
Montana
$214K +$202K +5,550 New
CP
249
Covenant Partners
Tennessee
$212K +$200K +5,488 New
Creative Planning
250
Creative Planning
Kansas
$210K +$198K +5,434 New

EV Hedge Fund Activity: Q2 2020 in Review

337 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2020, worth a combined $3.05B — up 21% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EV positions and 57 closed out — a net gain of 5 holders — while 103 added to existing stakes and 120 trimmed.

The largest buyer was Capital International Investors, adding an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $72.9M.

  • 337 institutional investors held Eaton Vance Corp. (EV) as of Q2 2020, up from 334 in Q1 2020.
  • Funds reported $3.05B of Eaton Vance Corp. stock for Q2 2020, up 21% quarter-over-quarter.
  • 62 funds opened new Eaton Vance Corp. positions in Q2 2020 and 57 closed out, a net change of +5 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2020 was Capital International Investors, an estimated $36.8M added.
  • The largest Eaton Vance Corp. seller in Q2 2020 was BlackRock, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2020.