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EV

Eaton Vance Corp.
EV

Delisted

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

309 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.05M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

34% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 90

6% more capital invested

Capital invested by funds: $2.72B → $2.89B (+$170M)

4% more funds holding

Funds holding: 298309 (+11)

Holders
309
Holders Change
+11
Holders Change %
+3.69%
% of All Funds
8.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
121
Reduced
90
Closed
23
Calls
$2.41M
Puts
$1.05M
Net Calls
+$1.36M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
First Horizon Advisors
Tennessee
$19K
MFS
277
MSI Financial Services
Massachusetts
$16K -$6.04K -172 -28%
Fuller & Thaler Asset Management
278
Fuller & Thaler Asset Management
California
$16K
FANJ
279
Financial Architects (New Jersey)
New Jersey
$14K
DADC
280
D.A. Davidson & Co
Montana
$13K -$26.2K -747 -65%
VNA
281
Valley National Advisers
Pennsylvania
$13K
SAMC
282
Shinko Asset Management Company
Japan
$10K -$4.74K -135 -31%
GAM
283
Gemmer Asset Management
California
$9K
DBT
284
Dubuque Bank & Trust
Iowa
$8K
IWMPD
285
Integrated Wealth Management (Palm Desert)
California
$7K
WCBA
286
Weaver C. Barksdale & Associates
Tennessee
$7K
Bessemer Group
287
Bessemer Group
New Jersey
$7K +$4.88K +139 +199%
ASN
288
Advisory Services Network
Georgia
$6K
PFBT
289
Parkside Financial Bank & Trust
Missouri
$6K
Loomis, Sayles & Company
290
Loomis, Sayles & Company
Massachusetts
$6K +$6.39K +182 New
NSIM
291
North Star Investment Management
Illinois
$5K
RFA
292
Reilly Financial Advisors
California
$5K
PCP
293
Proficio Capital Partners
Massachusetts
$4K
ACS
294
Archford Capital Strategies
Illinois
$4K +$4.42K +126 New
ZB
295
Zions Bancorporation
Utah
$3K
TIM
296
Tortoise Investment Management
New York
$3K +$3.4K +97 New
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$2K
CTC
298
Central Trust Company
Missouri
$2K
PFSC
299
Peoples Financial Services Corp
Pennsylvania
$2K
SA
300
SRH Advisors
Kansas
$2K

EV Hedge Fund Activity: Q2 2016 in Review

309 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2016, worth a combined $2.89B — up 6.3% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EV positions and 23 closed out — a net gain of 13 holders — while 121 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $31.2M. The largest seller was Fairpointe Capital, cutting an estimated $41.8M.

  • 309 institutional investors held Eaton Vance Corp. (EV) as of Q2 2016, up from 298 in Q1 2016.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q2 2016, up 6.3% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q2 2016 and 23 closed out, a net change of +13 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2016 was American Century Companies, an estimated $31.2M added.
  • The largest Eaton Vance Corp. seller in Q2 2016 was Fairpointe Capital, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2016.