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EV

Eaton Vance Corp.
EV

Delisted

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

302 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,794% more call options, than puts

Call options by funds: $966K | Put options by funds: $51K

5% more capital invested

Capital invested by funds: $3.53B → $3.7B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

3% less funds holding

Funds holding: 312302 (-10)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
302
Holders Change
-10
Holders Change %
-3.21%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
107
Reduced
107
Closed
33
Calls
$966K
Puts
$51K
Net Calls
+$915K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
251
D.A. Davidson & Co
Montana
$82K +$497 +12 +0.6%
FHA
252
First Horizon Advisors
Tennessee
$79K +$248 +6 +0.3%
AIM
253
Assured Investment Management
New York
$75K +$74.9K +1,811 New
GH
254
GAM Holding
Switzerland
$67K -$40.3K -975 -38%
CBOA
255
Commonwealth Bank of Australia
Australia
$67K -$12.4K -300 -16%
LTFS
256
Ladenburg Thalmann Financial Services
Florida
$63K +$14.5K +351 +30%
TRCT
257
Tower Research Capital (TRC)
New York
$59K -$52.7K -1,273 -47%
WA
258
Waverly Advisors
Alabama
$58K
DBT
259
Dubuque Bank & Trust
Iowa
$55K
MFS
260
MSI Financial Services
Massachusetts
$54K -$6.04K -146 -10%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$50K -$3.56K -86 -7%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$47K
DSC
263
Duncker Streett & Co
Missouri
$46K
LWCFA
264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
PIM
265
Parasol Investment Management
Illinois
$40K
NIMI
266
Natixis Investment Managers International
France
$38K +$828 +20 +2%
TDC
267
Thompson Davis & Co
Virginia
$35K +$3.73K +90 +12%
BOK
268
Bank of Kentucky
Kentucky
$34K +$910 +22 +3%
HNB
269
Huntington National Bank
Ohio
$33K -$2.98K -72 -8%
LWA
270
Lowe Wealth Advisors
Maryland
$33K
PCM
271
Parsons Capital Management
Rhode Island
$33K +$33.1K +800 New
MAM
272
Mizuho Asset Management
Japan
$25K
SAMC
273
Shinko Asset Management Company
Japan
$18K
VanEck Associates
274
VanEck Associates
New York
$17K +$8.15K +197 +91%
IWMPD
275
Integrated Wealth Management (Palm Desert)
California
$15K +$15.9K +384 New

EV Hedge Fund Activity: Q1 2015 in Review

302 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2015, worth a combined $3.7B — up 5% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EV and 27 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 107 added.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $130M. The largest seller was Herndon Capital Management, cutting an estimated $16.8M.

  • 302 institutional investors held Eaton Vance Corp. (EV) as of Q1 2015, down from 312 in Q4 2014.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q1 2015, up 5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q1 2015 and 33 closed out, a net change of -6 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2015 was York Capital Management Global Advisors, an estimated $130M added.
  • The largest Eaton Vance Corp. seller in Q1 2015 was Herndon Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2015.