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EV

Eaton Vance Corp.
EV

Delisted

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

337 hedge funds and large institutions have $3.05B invested in Eaton Vance Corp. in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 120 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $3.81M

21% more capital invested

Capital invested by funds: $2.52B → $3.05B (+$532M)

9% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 57

1% more funds holding

Funds holding: 334337 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 120

Holders
337
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
103
Reduced
120
Closed
57
Calls
$5.94M
Puts
$3.81M
Net Calls
+$2.13M
Net Calls Change
-$890K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$65K -$13.4K -368 -18%
SO
277
STRS Ohio
Ohio
$65K
CFGS
278
Concourse Financial Group Securities
Alabama
$59K +$910 +25 +2%
HPC
279
HM Payson & Co
Maine
$58K
OCM
280
Ovata Capital Management
Hong Kong
$57K +$23.5K +646 New
QCG
281
Quadrant Capital Group
Ohio
$57K +$36.9K +1,014 +213%
CWM
282
Cedar Wealth Management
California
$54K
VanEck Associates
283
VanEck Associates
New York
$50K -$194K -5,331 -80%
IA
284
IFP Advisors
Florida
$50K -$24.6K -677 -33%
AAM
285
Advisors Asset Management
Colorado
$47K +$44.4K +1,220 New
FCB
286
First Command Bank
Texas
$46K
FCFS
287
First Command Financial Services
Texas
$46K
FBT
288
First Bank & Trust
South Dakota
$45K -$13K -357 -24%
HWA
289
Heritage Wealth Advisors
Virginia
$41.3K -$95.4K -2,620 -71%
CFA
290
Carroll Financial Associates
North Carolina
$37K -$33.5K -920 -49%
Robeco Institutional Asset Management
291
Robeco Institutional Asset Management
Netherlands
$36K -$160K -4,405 -83%
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$36K +$33.5K +921 New
PA
293
Parallel Advisors
California
$30K +$5.83K +160 +26%
CFD
294
Creative Financial Designs
Indiana
$27K +$25.6K +702 New
S
295
SignatureFD
Georgia
$26K -$15.9K -436 -39%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$24K +$22.9K +630 New
KFS
297
Kelly Financial Services
Massachusetts
$19.3K
AAMU
298
Amundi Asset Management US
Massachusetts
$19K -$1.4M -38,421 -99%
FRA
299
Front Row Advisors
California
$19K -$364 -10 -2%
HIA
300
Harbor Investment Advisory
Maryland
$19K

EV Hedge Fund Activity: Q2 2020 in Review

337 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2020, worth a combined $3.05B — up 21% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EV positions and 57 closed out — a net gain of 5 holders — while 103 added to existing stakes and 120 trimmed.

The largest buyer was Capital International Investors, adding an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $72.9M.

  • 337 institutional investors held Eaton Vance Corp. (EV) as of Q2 2020, up from 334 in Q1 2020.
  • Funds reported $3.05B of Eaton Vance Corp. stock for Q2 2020, up 21% quarter-over-quarter.
  • 62 funds opened new Eaton Vance Corp. positions in Q2 2020 and 57 closed out, a net change of +5 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2020 was Capital International Investors, an estimated $36.8M added.
  • The largest Eaton Vance Corp. seller in Q2 2020 was BlackRock, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2020.