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EV

Eaton Vance Corp.
EV

Delisted

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

294 hedge funds and large institutions have $3.53B invested in Eaton Vance Corp. in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $3.31B → $3.53B (+$211M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 113

3% less funds holding

Funds holding: 304294 (-10)

11% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3.09M

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
294
Holders Change
-10
Holders Change %
-3.29%
% of All Funds
9.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
106
Reduced
113
Closed
30
Calls
$2.75M
Puts
$3.09M
Net Calls
-$343K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
276
Shinko Asset Management Company
Japan
$27K
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$17K +$15.1K +380 +792%
Bessemer Group
278
Bessemer Group
New Jersey
$16K
QT
279
Quantbot Technologies
New York
$15K -$135K -3,400 -89%
Citadel Advisors
280
Citadel Advisors
Florida
$10K -$3.13M -78,638 -100%
HR
281
Howe & Rusling
New York
$10K
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.06K +$63.1K +1,586 +1%
PTC
283
Private Trust Company
Ohio
$6K
RFA
284
Reilly Financial Advisors
California
$6K
ST
285
Stifel Trust
Missouri
$6K
MFS
286
MSI Financial Services
Massachusetts
$6K +$3.06K +77 +100%
WCBA
287
Weaver C. Barksdale & Associates
Tennessee
$5K -$378K -9,487 -99%
DBT
288
Dubuque Bank & Trust
Iowa
$4K
Creative Planning
289
Creative Planning
Kansas
$4K +$3.98K +100 New
NES
290
New England Securities
New York
$2K
LWA
291
Lenox Wealth Advisors
New York
$2K +$2.51K +63 New
PFS
292
Penseco Financial Services
Pennsylvania
$2K +$2.55K +64 New
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
MA
294
MCF Advisors
Kentucky
$1K +$1.55K +39 New
BNP Paribas Asset Management
295
BNP Paribas Asset Management
France
-$7.15M -190,300 Closed
SCM
296
Stevens Capital Management
Pennsylvania
-$3.78M -100,536 Closed
BKBG
297
BHF Kleinwort Benson Group
Belgium
-$2.19M -58,335 Closed
QI
298
QS Investors
New York
-$1.85M -49,100 Closed
ARTA
299
A.R.T. Advisors
New York
-$1.78M -47,510 Closed
D.E. Shaw & Co
300
D.E. Shaw & Co
New York
-$1.78M -44,653 Closed

EV Hedge Fund Activity: Q3 2013 in Review

294 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2013, worth a combined $3.53B — up 6.4% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EV and 23 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 106 added.

The largest buyer was State Street, adding an estimated $28.6M. The largest seller was Fidelity Investments, cutting an estimated $14.2M.

  • 294 institutional investors held Eaton Vance Corp. (EV) as of Q3 2013, down from 304 in Q2 2013.
  • Funds reported $3.53B of Eaton Vance Corp. stock for Q3 2013, up 6.4% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Corp. positions in Q3 2013 and 30 closed out, a net change of -7 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2013 was State Street, an estimated $28.6M added.
  • The largest Eaton Vance Corp. seller in Q3 2013 was Fidelity Investments, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2013.