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EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA1
251
Wimmer Associates 1
California
$237K
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
$236K -$199K -4,700 -41%
HCM
253
Hall Capital Management
Rhode Island
$234K
M&T Bank
254
M&T Bank
New York
$232K -$63.9K -1,513 -19%
WAM
255
World Asset Management
Michigan
$231K -$20.9K -494 -7%
VWM
256
Venturi Wealth Management
Texas
$219K +$271K +6,425 New
Aberdeen Group
257
Aberdeen Group
United Kingdom
$218K -$2.79K -66 -1%
Creative Planning
258
Creative Planning
Kansas
$214K -$13.8K -327 -5%
Simplex Trading
259
Simplex Trading
Illinois
$210K +$253K +5,980 New
CCM
260
Cadence Capital Management
Massachusetts
$208K -$386K -9,140 -61%
CWM
261
Cordatus Wealth Management
Pennsylvania
$208K +$249K +5,899 New
EOJOAM
262
E. Ohman J:or Asset Management
Sweden
$208K
HWMG
263
Hurlow Wealth Management Group
Indiana
$205K +$217K +5,147 New
FHB
264
First Hawaiian Bank
Hawaii
$194K
SFG
265
SevenBridge Financial Group
Pennsylvania
$175K -$21.1K -500 -9%
IA
266
IFP Advisors
Florida
$170K +$17.1K +404 +9%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$169K -$97.3K -2,303 -32%
Macquarie Group
268
Macquarie Group
Australia
$165K -$16.9K -400 -8%
DSI
269
Daiwa SB Investments
Japan
$161K +$32.5K +770 +20%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$151K
SIA
271
Sit Investment Associates
Minnesota
$123K
Nordea Investment Management
272
Nordea Investment Management
Sweden
$118K
ONST
273
Old North State Trust
North Carolina
$118K
MCM
274
Manchester Capital Management
Vermont
$114K
BFEC
275
Benjamin F. Edwards & Company
Missouri
$114K +$31.5K +745 +30%

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.