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EV

Eaton Vance Corp.
EV

Delisted

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

321 hedge funds and large institutions have $2.94B invested in Eaton Vance Corp. in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 97

28% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.27M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $3.05B → $2.94B (-$113M)

5% less funds holding

Funds holding: 337321 (-16)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
127
Reduced
97
Closed
49
Calls
$4.18M
Puts
$3.27M
Net Calls
+$915K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
276
Carroll Financial Associates
North Carolina
$36K
Robeco Institutional Asset Management
277
Robeco Institutional Asset Management
Netherlands
$35K
NIPH
278
NN Investment Partners Holdings
Netherlands
$34K -$34.4K -900 -50%
FRA
279
Front Row Advisors
California
$34K -$153 -4 -0.8%
FCB
280
First Command Bank
Texas
$33K -$12.9K -337 -28%
FCFS
281
First Command Financial Services
Texas
$33K -$12.9K -337 -28%
PA
282
Parallel Advisors
California
$33K +$3.37K +88 +11%
Lazard Asset Management
283
Lazard Asset Management
New York
$28K +$28.8K +753 New
CFD
284
Creative Financial Designs
Indiana
$27K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$27K +$2.29K +60 +10%
GWM
286
Geneos Wealth Management
Colorado
$24K +$11.9K +310 +88%
QCG
287
Quadrant Capital Group
Ohio
$23K -$33.6K -880 -59%
KFS
288
Kelly Financial Services
Massachusetts
$19.1K
AAMU
289
Amundi Asset Management US
Massachusetts
$19K
MAM
290
Meeder Asset Management
Ohio
$17K +$5.28K +138 +44%
CIA
291
CSat Investment Advisory
Michigan
$16K +$1.99K +52 +15%
VNA
292
Valley National Advisers
Pennsylvania
$12K
AW
293
Alpha Windward
Massachusetts
$11K
ST
294
Smithfield Trust
Pennsylvania
$11K
FFA
295
Founders Financial Alliance
North Carolina
$11K +$10.4K +273 New
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$9K -$4.4K -115 -32%
GAM
297
Gemmer Asset Management
California
$9K
Fuller & Thaler Asset Management
298
Fuller & Thaler Asset Management
California
$9K +$9.37K +245 New
LC
299
Lindbrook Capital
California
$7K
SL
300
Savior LLC
Massachusetts
$7K

EV Hedge Fund Activity: Q3 2020 in Review

321 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2020, worth a combined $2.94B — down 3.7% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EV and 34 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $21.9M. The largest seller was Janus Henderson Group, cutting an estimated $31.8M.

  • 321 institutional investors held Eaton Vance Corp. (EV) as of Q3 2020, down from 337 in Q2 2020.
  • Funds reported $2.94B of Eaton Vance Corp. stock for Q3 2020, down 3.7% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Corp. positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2020 was Citadel Advisors, an estimated $21.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2020 was Janus Henderson Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.