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EV

Eaton Vance Corp.
EV

Delisted

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

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377 hedge funds and large institutions have $6.22B invested in Eaton Vance Corp. in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 76 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more funds holding in top 10

Funds holding in top 10: 1 → 14 (+13)

112% more capital invested

Capital invested by funds: $2.94B → $6.22B (+$3.28B)

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

17% more funds holding

Funds holding: 321 → 377 (+56)

41% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 129

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $1.43M

Holders
377
Holders Change
+56
Holders Change %
+17.45%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1,300%
% of All Funds
0.25%
New
119
Increased
76
Reduced
129
Closed
61
Calls
$1K
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
-$2.34M

Top Buyers

Rank Fund Capital Flow
1
HI
HBK Investments
Texas
+$302M
2
Goldman Sachs
Goldman Sachs
New York
+$223M
3
WCMNY
Westchester Capital Management (New York)
New York
+$123M
4
AAM
Alpine Associates Management
Florida
+$110M
5
SCC
Spring Creek Capital
Kansas
+$94.9M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$165M
2
Wells Fargo
Wells Fargo
California
-$138M
3
JP Morgan Chase
JP Morgan Chase
New York
-$101M
4
Citadel Advisors
Citadel Advisors
Florida
-$98.7M
5
EARNEST Partners
EARNEST Partners
Georgia
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
276
Hurlow Wealth Management Group
Indiana
$276K +$254K +4,070 New
WA1
277
Wimmer Associates 1
California
$274K +$252K +4,033 New
BFM
278
Boston Financial Management
Massachusetts
$267K +$245K +3,923 New
CI
279
Cigna Investments
Connecticut
$266K +$244K +3,914 New
BRWA
280
B. Riley Wealth Advisors
Florida
$261K +$239K +3,834 New
Two Sigma Advisers
281
Two Sigma Advisers
New York
$258K -$1.58M -25,300 -87%
M&T Bank
282
M&T Bank
New York
$253K -$172K -2,746 -42%
CDH
283
Charles D. Hyman
$249K +$229K +3,660 New
ACP
284
Arcus Capital Partners
Georgia
$249K +$229K +3,666 New
SWP
285
Stratos Wealth Partners
Ohio
$249K +$229K +3,669 New
PM
286
Parametrica Management
Hong Kong
$241K +$222K +3,551 New
WPW
287
Waldron Private Wealth
Pennsylvania
$238K +$219K +3,508 New
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$235K -$37.7K -604 -15%
ONST
289
Old North State Trust
North Carolina
$229K +$210K +3,365 New
TNB
290
TCF National Bank
South Dakota
$229K +$211K +3,375 New
HIS
291
Harvest Investment Services
Illinois
$228K +$210K +3,369 New
MLL
292
Moody Lynn & Lieberson
Massachusetts
$227K +$209K +3,345 New
PAS
293
Park Avenue Securities
New York
$219K +$202K +3,227 New
Verition Fund Management
294
Verition Fund Management
Connecticut
$213K +$196K +3,132 New
SI
295
Stephens Inc
Arkansas
$209K +$192K +3,081 New
Mitsubishi UFJ Trust & Banking
296
Mitsubishi UFJ Trust & Banking
Japan
$204K -$1.31M -20,940 -87%
MMA
297
Miracle Mile Advisors
California
$204K +$187K +3,001 New
AAM
298
Advisors Asset Management
Colorado
$202K +$52.5K +841 +40%
NIPH
299
NN Investment Partners Holdings
Netherlands
$170K +$99.9K +1,600 +178%
MCM
300
Manchester Capital Management
Vermont
$148K – – –
10 11
12
13 14

EV Hedge Fund Activity: Q4 2020 in Review

377 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2020, worth a combined $6.22B — up 112% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new EV positions and 61 closed out — a net gain of 58 holders — while 76 added to existing stakes and 129 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $302M. The largest seller was State Street, cutting an estimated $165M.

  • 377 institutional investors held Eaton Vance Corp. (EV) as of Q4 2020, up from 321 in Q3 2020.
  • Funds reported $6.22B of Eaton Vance Corp. stock for Q4 2020, up 112% quarter-over-quarter.
  • 119 funds opened new Eaton Vance Corp. positions in Q4 2020 and 61 closed out, a net change of +58 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2020 was HBK Investments, an estimated $302M added.
  • The largest Eaton Vance Corp. seller in Q4 2020 was State Street, an estimated $165M sold.

Based on aggregated 13F filings for Q4 2020.