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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 $3.69B invested in Eaton Vance Corp. in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$311M)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

0% less funds holding

Funds holding: 347346 (-1)

46% less call options, than puts

Call options by funds: $7M | Put options by funds: $13M

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
8.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
122
Reduced
112
Closed
39
Calls
$7M
Puts
$13M
Net Calls
-$6.04M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Elkfork Partners
Oregon
$295K +$59.6K +1,344 +26%
RCM
252
Riverhead Capital Management
Delaware
$265K +$57.7K +1,300 +28%
ZIM
253
Zacks Investment Management
Illinois
$260K -$54.3K -1,225 -17%
LPL Financial
254
LPL Financial
California
$259K +$25.8K +582 +11%
YMRC
255
Yorktown Management & Research Company
Virginia
$254K
RCA
256
Rowland Carmichael Advisors
Arizona
$245K
Macquarie Group
257
Macquarie Group
Australia
$241K -$19.3K -436 -8%
MCM
258
Manchester Capital Management
Vermont
$240K
TH
259
Timber Hill
Connecticut
$234K +$230K +5,196 New
GHCM
260
Glen Harbor Capital Management
California
$231K +$46.8K +1,056 +26%
N
261
Natixis
France
$229K +$225K +5,084 New
LTFS
262
Ladenburg Thalmann Financial Services
Florida
$227K -$31K -700 -12%
SWP
263
Stratos Wealth Partners
Ohio
$226K +$223K +5,032 New
TFCP
264
Twin Focus Capital Partners
Massachusetts
$225K
Creative Planning
265
Creative Planning
Kansas
$222K -$20.4K -460 -9%
FNBOH
266
First National Bank of Hutchinson
Kansas
$220K
Teacher Retirement System of Texas
267
Teacher Retirement System of Texas
Texas
$217K +$214K +4,826 New
AG
268
Advisor Group
Arizona
$214K +$19.4K +438 +10%
TA
269
Tiedemann Advisors
New York
$214K +$211K +4,761 New
NPA
270
Nichols & Pratt Advisers
Massachusetts
$209K -$26.6K -600 -11%
SI
271
Stephens Inc
Arkansas
$208K +$205K +4,621 New
CB
272
Chemical Bank
Michigan
$207K +$205K +4,615 New
PA
273
Probity Advisors
Texas
$204K +$202K +4,546 New
DZ Bank
274
DZ Bank
Germany
$202K
CI
275
Cigna Investments
Connecticut
$200K +$197K +4,442 New

EV Hedge Fund Activity: Q1 2017 in Review

346 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2017, worth a combined $3.69B — up 9.2% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 39 closed out — a net gain of 7 holders — while 122 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q1 2017, down from 347 in Q4 2016.
  • Funds reported $3.69B of Eaton Vance Corp. stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q1 2017 and 39 closed out, a net change of +7 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2017 was BlackRock, an estimated $469M added.
  • The largest Eaton Vance Corp. seller in Q1 2017 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2017.