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EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
301
Lowe Wealth Advisors
Maryland
$28K
PGWM
302
Parisi Gray Wealth Management
New Jersey
$25K
ESB
303
Essex Savings Bank
Connecticut
$25K +$29.6K +700 New
IWA
304
Intercontinental Wealth Advisors
Texas
$25K +$29.6K +701 New
Group One Trading
305
Group One Trading
Illinois
$24K
PCG
306
Private Capital Group
Connecticut
$24K +$16.6K +393 +140%
HNB
307
Huntington National Bank
Ohio
$22K -$66K -1,562 -72%
ASN
308
Advisory Services Network
Georgia
$21K -$25.3K -598 -51%
CAL
309
Capital Advisors Ltd
Ohio
$20K
SWM
310
SeaCrest Wealth Management
New York
$16K +$42 +1 +0.2%
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$15K +$17.1M +404,312 +1,785%
CFGS
312
Concourse Financial Group Securities
Alabama
$14K +$2.37K +56 +16%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$14K -$19.3K -456 -53%
VNA
314
Valley National Advisers
Pennsylvania
$13K +$2.96K +70 +23%
PA
315
Parallel Advisors
California
$12K -$9.63K -228 -39%
GWM
316
Geneos Wealth Management
Colorado
$12K
GAM
317
Gemmer Asset Management
California
$9K -$1.69K -40 -14%
AAP
318
Arax Advisory Partners
Colorado
$9K -$1.27K -30 -11%
CBOA
319
Commonwealth Bank of Australia
Australia
$7K
SBL
320
Sargent Bickham Lagudis
Colorado
$7K
QCG
321
Quadrant Capital Group
Ohio
$7K +$2.03K +48 +26%
CIAS
322
Capital Investment Advisory Services
North Carolina
$7K +$8.03K +190 New
AF
323
Advisornet Financial
Minnesota
$6K -$3.59K -85 -33%
NSIM
324
North Star Investment Management
Illinois
$5K
PCM
325
Prelude Capital Management
New York
$5K

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.