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EV

Eaton Vance Corp.
EV

Delisted

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

292 hedge funds and large institutions have $3.24B invested in Eaton Vance Corp. in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 300292 (-8)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

16% less capital invested

Capital invested by funds: $3.85B → $3.24B (-$609M)

26% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 116

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
8.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
86
Reduced
116
Closed
31
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
276
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.42K +$82K +2,185 +1%
NSIM
277
North Star Investment Management
Illinois
$6K
RFA
278
Reilly Financial Advisors
California
$6K
ST
279
Stifel Trust
Missouri
$6K
WCBA
280
Weaver C. Barksdale & Associates
Tennessee
$6K
CTC
281
Central Trust Company
Missouri
$5K
MFS
282
MSI Financial Services
Massachusetts
$3K -$1.24K -33 -29%
PTC
283
Private Trust Company
Ohio
$3K -$75 -2 -2%
RNS
284
Robert N. Shapiro
$3K
ACS
285
Archford Capital Strategies
Illinois
$2K
PFSC
286
Peoples Financial Services Corp
Pennsylvania
$2K
SA
287
SRH Advisors
Kansas
$2K +$2.18K +58 New
FCCM
288
First City Capital Management
Georgia
$1.17K +$1.16K +31 New
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
MA
290
MCF Advisors
Kentucky
$1K
NFG
291
Next Financial Group
Texas
$1K
NES
292
New England Securities
New York
$1K +$1.46K +39 New
VanEck Associates
293
VanEck Associates
New York
-$38.1M -1,007,432 Closed
CNAM
294
Campbell Newman Asset Management
Wisconsin
-$11M -291,967 Closed
MIS
295
Morningstar Investment Services
Illinois
-$2.19M -57,831 Closed
Westfield Capital Management
296
Westfield Capital Management
Massachusetts
-$2.18M -57,729 Closed
Jennison Associates
297
Jennison Associates
New York
-$1.48M -39,151 Closed
PP
298
Prudential plc
United Kingdom
-$1.45M -38,300 Closed
Marshall Wace
299
Marshall Wace
United Kingdom
-$1.05M -27,780 Closed
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.01M -26,582 Closed

EV Hedge Fund Activity: Q3 2014 in Review

292 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2014, worth a combined $3.24B — down 16% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EV and 27 opened new positions — a net loss of 4 holders — while 116 trimmed existing stakes and 86 added.

The largest buyer was Guggenheim Capital, adding an estimated $17.1M. The largest seller was BAMCO Inc, cutting an estimated $52.8M.

  • 292 institutional investors held Eaton Vance Corp. (EV) as of Q3 2014, down from 300 in Q2 2014.
  • Funds reported $3.24B of Eaton Vance Corp. stock for Q3 2014, down 16% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q3 2014 and 31 closed out, a net change of -4 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2014 was Guggenheim Capital, an estimated $17.1M added.
  • The largest Eaton Vance Corp. seller in Q3 2014 was BAMCO Inc, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2014.