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EV

Eaton Vance Corp.
EV

Delisted

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

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371 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,166% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $382K

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

7% more funds holding

Funds holding: 346 → 371 (+25)

4% more capital invested

Capital invested by funds: $3.55B → $3.7B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
128
Reduced
107
Closed
24
Calls
$4.84M
Puts
$382K
Net Calls
+$4.46M
Net Calls Change
+$347K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$27.2M
2
Lazard Asset Management
Lazard Asset Management
New York
+$12.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.9M
4
EARNEST Partners
EARNEST Partners
Georgia
+$10.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$9.95M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$58.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$19.7M
3
ORIO
Old Republic International (ORI)
Illinois
-$19.5M
4
MWNA
Marshall Wace North America
New York
-$12.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$8.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
251
Hall Capital Management
Rhode Island
$315K -$2.08K -45 -0.7%
RCA
252
Rowland Carmichael Advisors
Arizona
$314K – – –
WA1
253
Wimmer Associates 1
California
$313K – – –
LPL Financial
254
LPL Financial
California
$313K +$13.5K +292 +5%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$305K -$10.4K -224 -3%
FRM
256
Fox Run Management
Connecticut
$305K +$56.8K +1,229 +23%
VWM
257
Venturi Wealth Management
Texas
$299K -$5.78K -125 -2%
FFSOTS
258
Fiduciary Financial Services of The Southwest
Texas
$294K -$13.9K -300 -5%
TCM
259
Teza Capital Management
Illinois
$292K +$289K +6,248 New
EMG
260
ETF Managers Group
New Jersey
$291K +$65.9K +1,426 +30%
CP
261
Covenant Partners
Tennessee
$279K – – –
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$275K – – –
M
263
Mirova
France
$274K +$67.2K +1,454 +33%
MML Investors Services
264
MML Investors Services
Massachusetts
$269K +$266K +5,753 New
VanEck Associates
265
VanEck Associates
New York
$263K +$236K +5,114 +991%
M&T Bank
266
M&T Bank
New York
$262K -$4.07K -88 -2%
Creative Planning
267
Creative Planning
Kansas
$254K -$22.1K -478 -8%
ATC
268
Argent Trust Co
Tennessee
$250K -$5.04K -109 -2%
Robeco Institutional Asset Management
269
Robeco Institutional Asset Management
Netherlands
$249K +$204K +4,405 +478%
TFCP
270
Twin Focus Capital Partners
Massachusetts
$233K – – –
HWMG
271
Hurlow Wealth Management Group
Indiana
$232K – – –
BOTW
272
Bank of the West
California
$231K – – –
FNBOH
273
First National Bank of Hutchinson
Kansas
$229K – – –
VF
274
Virtu Financial
New York
$229K +$227K +4,900 New
OR
275
Olympiad Research
Connecticut
$228K +$226K +4,884 New
9 10
11
12 13

EV Hedge Fund Activity: Q4 2019 in Review

371 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2019, worth a combined $3.7B — up 4.2% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EV positions and 24 closed out — a net gain of 33 holders — while 128 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $58.4M.

  • 371 institutional investors held Eaton Vance Corp. (EV) as of Q4 2019, up from 346 in Q3 2019.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 57 funds opened new Eaton Vance Corp. positions in Q4 2019 and 24 closed out, a net change of +33 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2019 was BlackRock, an estimated $27.2M added.
  • The largest Eaton Vance Corp. seller in Q4 2019 was Citadel Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2019.