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EV

Eaton Vance Corp.
EV

Delisted

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

347 hedge funds and large institutions have $4.06B invested in Eaton Vance Corp. in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $892K

17% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 106

6% more capital invested

Capital invested by funds: $3.84B → $4.06B (+$218M)

6% less funds holding

Funds holding: 370347 (-23)

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
347
Holders Change
-23
Holders Change %
-6.22%
% of All Funds
8.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
124
Reduced
106
Closed
48
Calls
$13.2M
Puts
$892K
Net Calls
+$12.3M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
301
Ledyard National Bank
$62K
HNB
302
Huntington National Bank
Ohio
$60K -$4.88K -102 -8%
MRCM
303
M&R Capital Management
New Jersey
$54K
TSW
304
Thompson Siegel & Walmsley
Virginia
$46K
AAP
305
Arax Advisory Partners
Colorado
$43K +$48 +1 +0.1%
LWA
306
Lowe Wealth Advisors
Maryland
$39K
TDC
307
Thompson Davis & Co
Virginia
$36K +$335 +7 +1%
SIA
308
Sit Investment Associates
Minnesota
$35K +$34.2K +715 New
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$33K +$2.25K +47 +8%
CG
310
Cutler Group
California
$31K +$30.1K +629 New
WT
311
Whittier Trust
California
$29K -$526 -11 -2%
Barrow, Hanley, Mewhinney & Strauss
312
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K
GBT
313
Grove Bank & Trust
Florida
$23K +$9.56K +200 +74%
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$18K
GWM
315
Geneos Wealth Management
Colorado
$17K -$6.07K -127 -27%
PA
316
Parallel Advisors
California
$16K
PCP
317
Proficio Capital Partners
Massachusetts
$15K -$1.34K -28 -9%
VNA
318
Valley National Advisers
Pennsylvania
$15K
GAM
319
Gemmer Asset Management
California
$14K
PCM
320
Penserra Capital Management
California
$13K +$2.44K +51 +22%
RPG
321
Risk Paradigm Group
Texas
$11.4K
SBL
322
Sargent Bickham Lagudis
Colorado
$10K
CBOA
323
Commonwealth Bank of Australia
Australia
$9K -$90.8K -1,900 -90%
FMA
324
FNY Managed Accounts
New York
$9K +$9.56K +200 New
RFA
325
Reilly Financial Advisors
California
$8K

EV Hedge Fund Activity: Q3 2017 in Review

347 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2017, worth a combined $4.06B — up 5.7% from $3.84B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EV and 32 opened new positions — a net loss of 16 holders — while 106 trimmed existing stakes and 124 added.

The largest buyer was Millennium Management, adding an estimated $56.8M. The largest seller was State Street, cutting an estimated $26.3M.

  • 347 institutional investors held Eaton Vance Corp. (EV) as of Q3 2017, down from 370 in Q2 2017.
  • Funds reported $4.06B of Eaton Vance Corp. stock for Q3 2017, up 5.7% quarter-over-quarter.
  • 32 funds opened new Eaton Vance Corp. positions in Q3 2017 and 48 closed out, a net change of -16 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2017 was Millennium Management, an estimated $56.8M added.
  • The largest Eaton Vance Corp. seller in Q3 2017 was State Street, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2017.