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EV

Eaton Vance Corp.
EV

Delisted

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

374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
251
Hall Capital Management
Rhode Island
$375K
AG
252
Advisor Group
Arizona
$365K +$73.6K +1,391 +28%
FRM
253
Fox Run Management
Connecticut
$363K -$146K -2,756 -30%
OMCS
254
Old Mutual Customised Solutions
South Africa
$355K +$122K +2,300 +58%
Canada Pension Plan Investment Board
255
Canada Pension Plan Investment Board
Ontario, Canada
$355K +$333K +6,300 New
IA
256
IFG Advisory
Georgia
$350K +$533K +10,074 New
Nomura Holdings
257
Nomura Holdings
Japan
$346K +$324K +6,128 New
SFG
258
SevenBridge Financial Group
Pennsylvania
$343K -$47.8K -904 -13%
USAA
259
United Services Automobile Association
Texas
$343K
HB
260
Homrich & Berg
Georgia
$339K +$318K +6,012 New
BHIA
261
Birch Hill Investment Advisors
Massachusetts
$331K
Simplex Trading
262
Simplex Trading
Illinois
$310K +$292K +5,509 New
Creative Planning
263
Creative Planning
Kansas
$308K -$8.42K -159 -3%
RCA
264
Rowland Carmichael Advisors
Arizona
$307K
PFS
265
Prospera Financial Services
Texas
$305K +$285K +5,384 New
Macquarie Group
266
Macquarie Group
Australia
$295K -$14K -264 -5%
LPL Financial
267
LPL Financial
California
$294K +$38.4K +726 +16%
SWP
268
Stratos Wealth Partners
Ohio
$291K +$9.37K +177 +4%
TFCP
269
Twin Focus Capital Partners
Massachusetts
$282K
BOTW
270
Bank of the West
California
$281K -$149K -2,817 -36%
FNBOH
271
First National Bank of Hutchinson
Kansas
$276K
LTFS
272
Ladenburg Thalmann Financial Services
Florida
$266K +$3.65K +69 +1%
N
273
Natixis
France
$265K -$252K -4,753 -50%
CB
274
Chemical Bank
Michigan
$261K
NPA
275
Nichols & Pratt Advisers
Massachusetts
$255K -$7.04K -133 -3%

EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.