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EV

Eaton Vance Corp.
EV

Delisted

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

361 hedge funds and large institutions have $4.73B invested in Eaton Vance Corp. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

744% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $951K

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% less capital invested

Capital invested by funds: $4.78B → $4.73B (-$50.9M)

3% less funds holding

Funds holding: 374361 (-13)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
361
Holders Change
-13
Holders Change %
-3.48%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
124
Reduced
120
Closed
46
Calls
$8.02M
Puts
$951K
Net Calls
+$7.07M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
276
Central Trust Company
Missouri
$181K
CIM
277
Contravisory Investment Management
Massachusetts
$176K
SEI Investments
278
SEI Investments
Pennsylvania
$157K -$1.98M -34,954 -93%
IIC
279
Integrated Investment Consultants
Michigan
$157K +$160K +2,823 New
EOJOAM
280
E. Ohman J:or Asset Management
Sweden
$150K
PMFA
281
Plante Moran Financial Advisors
Michigan
$150K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$146K -$41.8K -737 -22%
EWM
283
Endurance Wealth Management
Rhode Island
$145K
BFEC
284
Benjamin F. Edwards & Company
Missouri
$141K +$57 +1 +0%
SIA
285
Sit Investment Associates
Minnesota
$135K +$42.6K +750 +45%
IA
286
IFP Advisors
Florida
$133K
MCM
287
Manchester Capital Management
Vermont
$122K
LS
288
Livforsakringsbolaget Skandia
Sweden
$120K
ST
289
Smithfield Trust
Pennsylvania
$118K -$9.14K -161 -7%
WEC
290
Winslow Evans & Crocker
Massachusetts
$111K
MYIA
291
Mount Yale Investment Advisors
Colorado
$103K +$105K +1,851 New
CFA
292
Carroll Financial Associates
North Carolina
$102K
AIM
293
Assured Investment Management
New York
$84K +$85.6K +1,507 New
FCFS
294
First Command Financial Services
Texas
$80K -$4.26K -75 -5%
SIAS
295
Shine Investment Advisory Services
Colorado
$80K
FCB
296
First Command Bank
Texas
$79.9K -$4.26K -75 -5%
AIM
297
Arcadia Investment Management
Michigan
$79K
SO
298
STRS Ohio
Ohio
$73K -$2.44K -43 -3%
HNB
299
Huntington National Bank
Ohio
$68K
EFS
300
Essex Financial Services
Connecticut
$68K +$568K +10,000 New

EV Hedge Fund Activity: Q1 2018 in Review

361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2018, worth a combined $4.73B — down 1.1% from $4.78B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of EV and 36 opened new positions — a net loss of 10 holders — while 120 trimmed existing stakes and 124 added.

The largest buyer was Ameriprise, adding an estimated $65.2M. The largest seller was London Company of Virginia, cutting an estimated $35.9M.

  • 361 institutional investors held Eaton Vance Corp. (EV) as of Q1 2018, down from 374 in Q4 2017.
  • Funds reported $4.73B of Eaton Vance Corp. stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q1 2018 and 46 closed out, a net change of -10 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2018 was Ameriprise, an estimated $65.2M added.
  • The largest Eaton Vance Corp. seller in Q1 2018 was London Company of Virginia, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.