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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 $3.69B invested in Eaton Vance Corp. in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$311M)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

0% less funds holding

Funds holding: 347346 (-1)

46% less call options, than puts

Call options by funds: $7M | Put options by funds: $13M

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
8.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
122
Reduced
112
Closed
39
Calls
$7M
Puts
$13M
Net Calls
-$6.04M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
301
Ledyard National Bank
$56K
Toronto Dominion Bank
302
Toronto Dominion Bank
Ontario, Canada
$56K +$11.8K +266 +27%
NEI
303
Northwest & Ethical Investments
Ontario, Canada
$51.7K -$22.2K -500 -30%
MRCM
304
M&R Capital Management
New Jersey
$49K
SGAM
305
Smith Group Asset Management
Texas
$45K +$43.9K +990 New
AAP
306
Arax Advisory Partners
Colorado
$41K -$2.88K -65 -7%
AIM
307
Acrospire Investment Management
Illinois
$40K +$39.7K +896 New
LWA
308
Lowe Wealth Advisors
Maryland
$36K
FMA
309
FNY Managed Accounts
New York
$36K +$36.4K +820 New
TDC
310
Thompson Davis & Co
Virginia
$32K -$1.11K -25 -3%
WT
311
Whittier Trust
California
$27K +$26.6K +599 New
Barrow, Hanley, Mewhinney & Strauss
312
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K +$24K +541 New
PCP
313
Proficio Capital Partners
Massachusetts
$23K +$17.6K +397 +422%
GWM
314
Geneos Wealth Management
Colorado
$21K -$1.51K -34 -7%
SPIA
315
Steward Partners Investment Advisory
New York
$20K +$4.04K +91 +24%
RPG
316
Risk Paradigm Group
Texas
$18K
BFEC
317
Benjamin F. Edwards & Company
Missouri
$17K +$89 +2 +0.5%
VNA
318
Valley National Advisers
Pennsylvania
$14K -$2.26K -51 -14%
PA
319
Parallel Advisors
California
$14K
GAM
320
Gemmer Asset Management
California
$11K
HIM
321
Hillsdale Investment Management
Ontario, Canada
$11K
SBL
322
Sargent Bickham Lagudis
Colorado
$9K -$32.5K -733 -79%
MWM
323
Mascoma Wealth Management
New Hampshire
$9K
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$8K +$3.95K +89 +89%
NSIM
325
North Star Investment Management
Illinois
$7K

EV Hedge Fund Activity: Q1 2017 in Review

346 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2017, worth a combined $3.69B — up 9.2% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 39 closed out — a net gain of 7 holders — while 122 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q1 2017, down from 347 in Q4 2016.
  • Funds reported $3.69B of Eaton Vance Corp. stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q1 2017 and 39 closed out, a net change of +7 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2017 was BlackRock, an estimated $469M added.
  • The largest Eaton Vance Corp. seller in Q1 2017 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2017.