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EV

Eaton Vance Corp.
EV

Delisted

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

361 hedge funds and large institutions have $4.73B invested in Eaton Vance Corp. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

744% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $951K

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% less capital invested

Capital invested by funds: $4.78B → $4.73B (-$50.9M)

3% less funds holding

Funds holding: 374361 (-13)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
361
Holders Change
-13
Holders Change %
-3.48%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
124
Reduced
120
Closed
46
Calls
$8.02M
Puts
$951K
Net Calls
+$7.07M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
301
Pathway Financial Advisors
Vermont
$50K
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$48K -$63.9K -1,125 -56%
LWA
303
Lowe Wealth Advisors
Maryland
$45K
ASN
304
Advisory Services Network
Georgia
$43K +$21.9K +386 +101%
FAM
305
Fred Alger Management
New York
$40K +$26.7K +471 +191%
PGWM
306
Parisi Gray Wealth Management
New Jersey
$39K +$8.69K +153 +27%
LNB
307
Ledyard National Bank
$37K -$37.2K -655 -50%
Barrow, Hanley, Mewhinney & Strauss
308
Barrow, Hanley, Mewhinney & Strauss
Texas
$31K +$1.31K +23 +4%
Walleye Trading
309
Walleye Trading
New York
$31K +$31.4K +553 New
RCAG
310
Rehmann Capital Advisory Group
Michigan
$23K +$23.5K +414 New
PA
311
Parallel Advisors
California
$20K +$2.44K +43 +14%
AAP
312
Arax Advisory Partners
Colorado
$19K -$29.9K -527 -60%
GWM
313
Geneos Wealth Management
Colorado
$19K
VNA
314
Valley National Advisers
Pennsylvania
$17K
FRA
315
Front Row Advisors
California
$16K -$227 -4 -1%
GAM
316
Gemmer Asset Management
California
$16K
PCP
317
Proficio Capital Partners
Massachusetts
$16K
SWM
318
SeaCrest Wealth Management
New York
$16K +$57 +1 +0.4%
PCG
319
Private Capital Group
Connecticut
$16K +$170 +3 +1%
AF
320
Advisornet Financial
Minnesota
$14K +$4.83K +85 +49%
RCG
321
Ruggie Capital Group
Florida
$13K
APP
322
Avantax Planning Partners
Iowa
$13K +$12.9K +227 New
S
323
SignatureFD
Georgia
$13K +$13.4K +236 New
RPG
324
Risk Paradigm Group
Texas
$12.8K
SFSIG
325
San Francisco Sentry Investment Group
California
$12K

EV Hedge Fund Activity: Q1 2018 in Review

361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2018, worth a combined $4.73B — down 1.1% from $4.78B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of EV and 36 opened new positions — a net loss of 10 holders — while 120 trimmed existing stakes and 124 added.

The largest buyer was Ameriprise, adding an estimated $65.2M. The largest seller was London Company of Virginia, cutting an estimated $35.9M.

  • 361 institutional investors held Eaton Vance Corp. (EV) as of Q1 2018, down from 374 in Q4 2017.
  • Funds reported $4.73B of Eaton Vance Corp. stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q1 2018 and 46 closed out, a net change of -10 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2018 was Ameriprise, an estimated $65.2M added.
  • The largest Eaton Vance Corp. seller in Q1 2018 was London Company of Virginia, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.