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EV

Eaton Vance Corp.
EV

Delisted

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

370 hedge funds and large institutions have $3.84B invested in Eaton Vance Corp. in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

22% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 105

7% more funds holding

Funds holding: 346370 (+24)

4% more capital invested

Capital invested by funds: $3.69B → $3.84B (+$152M)

48% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $19.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
9.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
128
Reduced
105
Closed
29
Calls
$10.4M
Puts
$19.9M
Net Calls
-$9.54M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
301
DZ Bank
Germany
$125K -$83.9K -1,845 -41%
EWM
302
Endurance Wealth Management
Rhode Island
$123K
WA
303
WFG Advisors
Texas
$111K +$637 +14 +0.6%
LS
304
Livforsakringsbolaget Skandia
Sweden
$102K
CBOA
305
Commonwealth Bank of Australia
Australia
$99K
PMFA
306
Plante Moran Financial Advisors
Michigan
$97K
TRCT
307
Tower Research Capital (TRC)
New York
$95K +$91.6K +2,013 New
EOJOAM
308
E. Ohman J:or Asset Management
Sweden
$94.6K
WEC
309
Winslow Evans & Crocker
Massachusetts
$94.6K
CFA
310
Carroll Financial Associates
North Carolina
$87K
FCB
311
First Command Bank
Texas
$84K
FCFS
312
First Command Financial Services
Texas
$84K
SO
313
STRS Ohio
Ohio
$77K
SIAS
314
Shine Investment Advisory Services
Colorado
$68K +$65.7K +1,443 New
AIM
315
Arcadia Investment Management
Michigan
$67K -$236K -5,184 -79%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$67K +$7.6K +167 +13%
HNB
317
Huntington National Bank
Ohio
$63K +$60.2K +1,324 New
LNB
318
Ledyard National Bank
$59K
AIM
319
Acrospire Investment Management
Illinois
$57K +$13.6K +300 +33%
MRCM
320
M&R Capital Management
New Jersey
$52K
SGAM
321
Smith Group Asset Management
Texas
$44K -$2.27K -50 -5%
TSW
322
Thompson Siegel & Walmsley
Virginia
$44K +$42.5K +935 New
AAP
323
Arax Advisory Partners
Colorado
$41K -$2.14K -47 -5%
LWA
324
Lowe Wealth Advisors
Maryland
$38K
TDC
325
Thompson Davis & Co
Virginia
$34K

EV Hedge Fund Activity: Q2 2017 in Review

370 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2017, worth a combined $3.84B — up 4.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EV positions and 29 closed out — a net gain of 25 holders — while 128 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $70.3M. The largest seller was American Century Companies, exiting entirely with an estimated $53.4M sold.

  • 370 institutional investors held Eaton Vance Corp. (EV) as of Q2 2017, up from 346 in Q1 2017.
  • Funds reported $3.84B of Eaton Vance Corp. stock for Q2 2017, up 4.1% quarter-over-quarter.
  • 54 funds opened new Eaton Vance Corp. positions in Q2 2017 and 29 closed out, a net change of +25 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2017 was Janus Henderson Group, an estimated $70.3M added.
  • The largest Eaton Vance Corp. seller in Q2 2017 was American Century Companies, an estimated $53.4M sold.

Based on aggregated 13F filings for Q2 2017.