We are live on ! Find out more
EV

Eaton Vance Corp.
EV

Delisted

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

308 hedge funds and large institutions have $2.72B invested in Eaton Vance Corp. in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

973% more call options, than puts

Call options by funds: $762K | Put options by funds: $71K

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

12% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 97

5% more funds holding

Funds holding: 293308 (+15)

4% less capital invested

Capital invested by funds: $2.83B → $2.72B (-$111M)

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
8.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
109
Reduced
97
Closed
18
Calls
$762K
Puts
$71K
Net Calls
+$691K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$76K -$1.12K -32 -1%
WEC
252
Winslow Evans & Crocker
Massachusetts
$71.3K
PMFA
253
Plante Moran Financial Advisors
Michigan
$66K
EOJOAM
254
E. Ohman J:or Asset Management
Sweden
$64.9K
MFS
255
MSI Financial Services
Massachusetts
$62K +$18.4K +525 +38%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$62K +$66.9K +1,909 New
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$57K +$7.99K +228 +15%
CBOA
258
Commonwealth Bank of Australia
Australia
$52K
DSC
259
Duncker Streett & Co
Missouri
$40K
MAM
260
Mizuho Asset Management
Japan
$40K
Nordea Investment Management
261
Nordea Investment Management
Sweden
$37K
PI
262
PineBridge Investments
New York
$36K -$561K -16,006 -94%
TCOV
263
Trust Company of Vermont
Vermont
$35K +$24.5K +700 +181%
LWCFA
264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K
VanEck Associates
265
VanEck Associates
New York
$27K +$7.71K +220 +35%
DADC
266
D.A. Davidson & Co
Montana
$26K -$48.7K -1,388 -63%
LWA
267
Lowe Wealth Advisors
Maryland
$26K
TDC
268
Thompson Davis & Co
Virginia
$25K
FHA
269
First Horizon Advisors
Tennessee
$20K -$48.6K -1,386 -69%
IWMPD
270
Integrated Wealth Management (Palm Desert)
California
$16K
SAMC
271
Shinko Asset Management Company
Japan
$14K
SEI Investments
272
SEI Investments
Pennsylvania
$13K +$14K +400 New
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$13K +$14K +400 New
VFA
274
Virtus Fund Advisers
Connecticut
$10K
TRCT
275
Tower Research Capital (TRC)
New York
$10K +$10.9K +310 New

EV Hedge Fund Activity: Q4 2015 in Review

308 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2015, worth a combined $2.72B — down 3.9% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EV positions and 18 closed out — a net gain of 18 holders — while 109 added to existing stakes and 97 trimmed.

The largest buyer was State Street, adding an estimated $26.9M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $31.6M.

  • 308 institutional investors held Eaton Vance Corp. (EV) as of Q4 2015, up from 293 in Q3 2015.
  • Funds reported $2.72B of Eaton Vance Corp. stock for Q4 2015, down 3.9% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q4 2015 and 18 closed out, a net change of +18 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2015 was State Street, an estimated $26.9M added.
  • The largest Eaton Vance Corp. seller in Q4 2015 was Columbia Wanger Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2015.