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EV

Eaton Vance Corp.
EV

Delisted

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

321 hedge funds and large institutions have $2.94B invested in Eaton Vance Corp. in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 97

28% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.27M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $3.05B → $2.94B (-$113M)

5% less funds holding

Funds holding: 337321 (-16)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
127
Reduced
97
Closed
49
Calls
$4.18M
Puts
$3.27M
Net Calls
+$915K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
251
Sit Investment Associates
Minnesota
$165K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$155K +$19.5K +509 +14%
JSC
253
Jackson Square Capital
California
$154K +$155K +4,041 New
FC
254
FORA Capital
Florida
$125K +$59.6K +1,559 +90%
SG Americas Securities
255
SG Americas Securities
New York
$116K -$1.11M -29,101 -91%
FHA
256
Flagship Harbor Advisors
Massachusetts
$96K -$25.9K -678 -21%
MCM
257
Manchester Capital Management
Vermont
$83K
AAM
258
Advisors Asset Management
Colorado
$81K +$34.6K +906 +74%
SIAS
259
Shine Investment Advisory Services
Colorado
$80K
BFEC
260
Benjamin F. Edwards & Company
Missouri
$78K -$20.1K -525 -20%
WEC
261
Winslow Evans & Crocker
Massachusetts
$76K
EWM
262
Endurance Wealth Management
Rhode Island
$69K
PCG
263
Private Capital Group
Connecticut
$69K +$5.24K +137 +8%
PMFA
264
Plante Moran Financial Advisors
Michigan
$68K +$574 +15 +0.8%
VanEck Associates
265
VanEck Associates
New York
$66K +$16.4K +428 +33%
C
266
Cerebellum
California
$64K -$22.9K -600 -26%
CFGS
267
Concourse Financial Group Securities
Alabama
$61K +$2.48K +65 +4%
HPC
268
HM Payson & Co
Maine
$61K +$3.82K +100 +7%
CWM
269
Cedar Wealth Management
California
$53K
IA
270
IFP Advisors
Florida
$51K -$612 -16 -1%
Millennium Management
271
Millennium Management
New York
$51K +$17.8M +466,042 +54%
NNP
272
Nachman Norwood & Parrott
South Carolina
$50K +$49.7K +1,301 New
HIA
273
Harbor Investment Advisory
Maryland
$48K +$28.6K +749 +150%
FBT
274
First Bank & Trust
South Dakota
$46K +$1.99K +52 +4%
HWA
275
Heritage Wealth Advisors
Virginia
$40.8K

EV Hedge Fund Activity: Q3 2020 in Review

321 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2020, worth a combined $2.94B — down 3.7% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EV and 34 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $21.9M. The largest seller was Janus Henderson Group, cutting an estimated $31.8M.

  • 321 institutional investors held Eaton Vance Corp. (EV) as of Q3 2020, down from 337 in Q2 2020.
  • Funds reported $2.94B of Eaton Vance Corp. stock for Q3 2020, down 3.7% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Corp. positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2020 was Citadel Advisors, an estimated $21.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2020 was Janus Henderson Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.