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EV

Eaton Vance Corp.
EV

Delisted

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

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374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347 → 374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$55.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$55M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$50.6M
4
AAM
Ardevora Asset Management
United Kingdom
+$35.3M
5
BlackRock
BlackRock
New York
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$26.1M
2
Millennium Management
Millennium Management
New York
-$22.2M
3
JIM
Jupiter Investment Management
United Kingdom
-$20.4M
4
JCM
Junto Capital Management
New York
-$19.8M
5
Wells Fargo
Wells Fargo
California
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LS
301
Livforsakringsbolaget Skandia
Sweden
$121K – – –
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$114K +$107K +2,025 New
WEC
303
Winslow Evans & Crocker
Massachusetts
$113K – – –
STA
304
Summit Trail Advisors
New York
$106K +$96.3K +1,820 New
CFA
305
Carroll Financial Associates
North Carolina
$103K -$1.85K -35 -2%
SIA
306
Sit Investment Associates
Minnesota
$94K +$50.8K +960 +134%
FCB
307
First Command Bank
Texas
$85K -$14.6K -275 -15%
FCFS
308
First Command Financial Services
Texas
$85K -$14.6K -275 -15%
SIAS
309
Shine Investment Advisory Services
Colorado
$81K – – –
AIM
310
Arcadia Investment Management
Michigan
$80K – – –
SO
311
STRS Ohio
Ohio
$77K -$14K -264 -16%
UMA
312
USA Mutuals Advisors
Texas
$76K +$75.7K +1,430 New
LNB
313
Ledyard National Bank
$74K +$3.39K +64 +5%
HNB
314
Huntington National Bank
Ohio
$69K – – –
TRCT
315
Tower Research Capital (TRC)
New York
$68K +$63.9K +1,208 New
TSW
316
Thompson Siegel & Walmsley
Virginia
$53K – – –
PFA
317
Pathway Financial Advisors
Vermont
$51K +$47.4K +896 New
AAP
318
Arax Advisory Partners
Colorado
$49K +$53 +1 +0.1%
LWA
319
Lowe Wealth Advisors
Maryland
$45K – – –
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
PGWM
321
Parisi Gray Wealth Management
New Jersey
$32K +$29.6K +560 New
Barrow, Hanley, Mewhinney & Strauss
322
Barrow, Hanley, Mewhinney & Strauss
Texas
$31K – – –
GBT
323
Grove Bank & Trust
Florida
$26K – – –
UOTTAIMCU
324
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$24.1K +456 New
PCM
325
Penserra Capital Management
California
$24K +$8.52K +161 +58%
11 12
13
14 15

EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.