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EV

Eaton Vance Corp.
EV

Delisted

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

300 hedge funds and large institutions have $3.85B invested in Eaton Vance Corp. in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 118 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $575K | Put options by funds: $295K

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

2% more funds holding

Funds holding: 293300 (+7)

1% more capital invested

Capital invested by funds: $3.82B → $3.85B (+$38.3M)

22% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 118

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
8.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
92
Reduced
118
Closed
26
Calls
$575K
Puts
$295K
Net Calls
+$280K
Net Calls Change
-$387K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
276
Ladenburg Thalmann Financial Services
Florida
$23K +$2.18K +59 +11%
MAM
277
Mizuho Asset Management
Japan
$23K +$22.1K +599 New
Parallax Volatility Advisers
278
Parallax Volatility Advisers
California
$23K +$22.6K +613 New
SAMC
279
Shinko Asset Management Company
Japan
$20K
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$15K
LOAMS
281
Lombard Odier Asset Management (Switzerland)
Switzerland
$15K +$14.9K +403 New
BRWA
282
B. Riley Wealth Advisors
Florida
$10.1K +$9.82K +266 New
HR
283
Howe & Rusling
New York
$9K -$1.11K -30 -12%
GAM
284
Gemmer Asset Management
California
$9K
VAM
285
Visionary Asset Management
Texas
$7K +$6.83K +185 New
NSIM
286
North Star Investment Management
Illinois
$6K
RFA
287
Reilly Financial Advisors
California
$6K
ST
288
Stifel Trust
Missouri
$6K
WCBA
289
Weaver C. Barksdale & Associates
Tennessee
$6K +$369 +10 +6%
S
290
SignatureFD
Georgia
$6K +$5.5K +149 New
CTC
291
Central Trust Company
Missouri
$5K
MFS
292
MSI Financial Services
Massachusetts
$4K +$148 +4 +4%
BBHC
293
Brown Brothers Harriman & Co
New York
$3K -$6.61K -179 -67%
PTC
294
Private Trust Company
Ohio
$3K -$923 -25 -22%
RNS
295
Robert N. Shapiro
$3K
ACS
296
Archford Capital Strategies
Illinois
$2.38K
PFSC
297
Peoples Financial Services Corp
Pennsylvania
$2K
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
MA
299
MCF Advisors
Kentucky
$1K
NFG
300
Next Financial Group
Texas
$1K +$591 +16 New

EV Hedge Fund Activity: Q2 2014 in Review

300 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2014, worth a combined $3.85B — up 1% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EV positions and 26 closed out — a net gain of 9 holders — while 92 added to existing stakes and 118 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $51.7M. The largest seller was Jennison Associates, cutting an estimated $102M.

  • 300 institutional investors held Eaton Vance Corp. (EV) as of Q2 2014, up from 293 in Q1 2014.
  • Funds reported $3.85B of Eaton Vance Corp. stock for Q2 2014, up 1% quarter-over-quarter.
  • 35 funds opened new Eaton Vance Corp. positions in Q2 2014 and 26 closed out, a net change of +9 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2014 was Vulcan Value Partners, an estimated $51.7M added.
  • The largest Eaton Vance Corp. seller in Q2 2014 was Jennison Associates, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2014.