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EV

Eaton Vance Corp.
EV

Delisted

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

302 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,794% more call options, than puts

Call options by funds: $966K | Put options by funds: $51K

5% more capital invested

Capital invested by funds: $3.53B → $3.7B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

3% less funds holding

Funds holding: 312302 (-10)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
302
Holders Change
-10
Holders Change %
-3.21%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
107
Reduced
107
Closed
33
Calls
$966K
Puts
$51K
Net Calls
+$915K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
276
SEI Investments
Pennsylvania
$12K +$11.6K +281 New
FANJ
277
Financial Architects (New Jersey)
New Jersey
$11K +$10.7K +258 New
GAM
278
Gemmer Asset Management
California
$10K
GT
279
Glenmede Trust
Pennsylvania
$9K
Simplex Trading
280
Simplex Trading
Illinois
$9K +$9.93K +240 New
Manulife (Manufacturers Life Insurance)
281
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.83K +$485K +11,712 +6%
CIM
282
Contravisory Investment Management
Massachusetts
$8K +$8.28K +200 New
CTC
283
Central Trust Company
Missouri
$7K +$2.11K +51 +41%
NSIM
284
North Star Investment Management
Illinois
$6K
RFA
285
Reilly Financial Advisors
California
$6K
WCBA
286
Weaver C. Barksdale & Associates
Tennessee
$6K
GI
287
Gradient Investments
Minnesota
$5K +$5.09K +123 New
ASN
288
Advisory Services Network
Georgia
$3K
PFSC
289
Peoples Financial Services Corp
Pennsylvania
$3K
ONB
290
Old National Bancorp
Indiana
$3K +$3.27K +79 New
ACS
291
Archford Capital Strategies
Illinois
$2.62K
MA
292
MCF Advisors
Kentucky
$2K
SA
293
SRH Advisors
Kansas
$2K
SIA
294
Stancorp Investment Advisers
Oregon
$2K
W
295
Wealthfront
California
$2K +$1.57K +38 +1,900%
FCCM
296
First City Capital Management
Georgia
$1.29K
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
SEC
298
Seven Eight Capital
New York
$1K +$1.03K +25 New
FFC
299
First Financial Corp
Indiana
$1K +$1.37K +33 New
Millennium Management
300
Millennium Management
New York
-$14M -342,570 Closed

EV Hedge Fund Activity: Q1 2015 in Review

302 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2015, worth a combined $3.7B — up 5% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EV and 27 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 107 added.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $130M. The largest seller was Herndon Capital Management, cutting an estimated $16.8M.

  • 302 institutional investors held Eaton Vance Corp. (EV) as of Q1 2015, down from 312 in Q4 2014.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q1 2015, up 5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q1 2015 and 33 closed out, a net change of -6 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2015 was York Capital Management Global Advisors, an estimated $130M added.
  • The largest Eaton Vance Corp. seller in Q1 2015 was Herndon Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2015.