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EV

Eaton Vance Corp.
EV

Delisted

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

346 hedge funds and large institutions have $3.55B invested in Eaton Vance Corp. in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,198% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $343K

2% more capital invested

Capital invested by funds: $3.49B → $3.55B (+$64.6M)

2% less funds holding

Funds holding: 352346 (-6)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 130

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
-6
Holders Change %
-1.7%
% of All Funds
7.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
99
Reduced
130
Closed
38
Calls
$4.45M
Puts
$343K
Net Calls
+$4.11M
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$113K +$346 +8 +0.3%
SAM
277
Shell Asset Management
Netherlands
$102K -$41.8K -965 -30%
S
278
Seeyond
France
$102K
MCM
279
Manchester Capital Management
Vermont
$98K
SIAS
280
Shine Investment Advisory Services
Colorado
$94K
WEC
281
Winslow Evans & Crocker
Massachusetts
$90K
PCG
282
Private Capital Group
Connecticut
$90K +$74.3K +1,717 +613%
HPC
283
HM Payson & Co
Maine
$84K -$8.66K -200 -10%
CFA
284
Carroll Financial Associates
North Carolina
$84K
EWM
285
Endurance Wealth Management
Rhode Island
$81K -$34.8K -804 -31%
PMFA
286
Plante Moran Financial Advisors
Michigan
$79K -$2.47K -57 -3%
SO
287
STRS Ohio
Ohio
$76K
PRC
288
Pearl River Capital
Michigan
$55K +$52.8K +1,219 New
FCB
289
First Command Bank
Texas
$54K
FCFS
290
First Command Financial Services
Texas
$54K
S
291
SignatureFD
Georgia
$50K -$1.56K -36 -3%
FL
292
Fort LP
Maryland
$48K +$45.9K +1,060 New
PCM
293
Prelude Capital Management
New York
$48K +$46K +1,064 New
ASN
294
Advisory Services Network
Georgia
$47K
LS
295
Livforsakringsbolaget Skandia
Sweden
$47K
RIA
296
Realta Investment Advisors
Delaware
$45K +$173 +4 +0.4%
LC
297
Lindbrook Capital
California
$44K +$3.51K +81 +9%
RCAG
298
Rehmann Capital Advisory Group
Michigan
$42.5K -$130 -3 -0.3%
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
$41K +$39.9K +922 New
ST
300
Smithfield Trust
Pennsylvania
$39K -$45.6K -1,053 -55%

EV Hedge Fund Activity: Q3 2019 in Review

346 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2019, worth a combined $3.55B — up 1.9% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EV and 33 opened new positions — a net loss of 5 holders — while 130 trimmed existing stakes and 99 added.

The largest buyer was Marshall Wace North America, adding an estimated $12.3M. The largest seller was State Street, cutting an estimated $39M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q3 2019, down from 352 in Q2 2019.
  • Funds reported $3.55B of Eaton Vance Corp. stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Corp. positions in Q3 2019 and 38 closed out, a net change of -5 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2019 was Marshall Wace North America, an estimated $12.3M added.
  • The largest Eaton Vance Corp. seller in Q3 2019 was State Street, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2019.