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EV

Eaton Vance Corp.
EV

Delisted

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

369 hedge funds and large institutions have $4.19B invested in Eaton Vance Corp. in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,694% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $16K

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% less funds holding

Funds holding: 371369 (-2)

2% less capital invested

Capital invested by funds: $4.27B → $4.19B (-$83.9M)

8% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 129

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
119
Reduced
129
Closed
29
Calls
$4.77M
Puts
$16K
Net Calls
+$4.75M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
251
Hall Capital Management
Rhode Island
$350K
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$338K +$58.8K +1,110 +21%
Creative Planning
253
Creative Planning
Kansas
$337K +$1.17K +22 +0.3%
Aberdeen Group
254
Aberdeen Group
United Kingdom
$336K -$1.01M -19,101 -75%
William Blair & Company
255
William Blair & Company
Illinois
$323K +$103K +1,944 +46%
SI
256
Stephens Inc
Arkansas
$311K +$54K +1,019 +21%
EOJOAM
257
E. Ohman J:or Asset Management
Sweden
$310K +$84.8K +1,600 +37%
FCBT
258
First Citizens Bank & Trust
North Carolina
$290K +$292K +5,517 New
FHB
259
First Hawaiian Bank
Hawaii
$290K +$292K +5,520 New
SFG
260
SevenBridge Financial Group
Pennsylvania
$288K -$11.9K -225 -4%
ATC
261
Argent Trust Co
Tennessee
$286K -$4.03K -76 -1%
RCA
262
Rowland Carmichael Advisors
Arizona
$286K
Macquarie Group
263
Macquarie Group
Australia
$268K
LPL Financial
264
LPL Financial
California
$267K -$5.56K -105 -2%
TFCP
265
Twin Focus Capital Partners
Massachusetts
$263K
WG
266
Winton Group
United Kingdom
$261K -$8.86M -167,293 -97%
DC
267
Davenport & Co
Virginia
$259K -$131K -2,469 -33%
BOTW
268
Bank of the West
California
$259K
FNBOH
269
First National Bank of Hutchinson
Kansas
$258K
SWP
270
Stratos Wealth Partners
Ohio
$241K +$3.02K +57 +1%
IA
271
IFP Advisors
Florida
$237K +$80.7K +1,523 +51%
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$235K +$149K +2,806 +169%
CB
273
Chemical Bank
Michigan
$229K
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$226K +$15.9K +300 +8%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$224K

EV Hedge Fund Activity: Q3 2018 in Review

369 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2018, worth a combined $4.19B — down 2% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EV positions and 29 closed out — a net gain of 1 holder — while 119 added to existing stakes and 129 trimmed.

The largest buyer was State Street, adding an estimated $37.9M. The largest seller was Citadel Advisors, cutting an estimated $41.8M.

  • 369 institutional investors held Eaton Vance Corp. (EV) as of Q3 2018, down from 371 in Q2 2018.
  • Funds reported $4.19B of Eaton Vance Corp. stock for Q3 2018, down 2% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Corp. positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Eaton Vance Corp. buyer in Q3 2018 was State Street, an estimated $37.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2018 was Citadel Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2018.