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EV

Eaton Vance Corp.
EV

Delisted

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

352 hedge funds and large institutions have $3.49B invested in Eaton Vance Corp. in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

915% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $435K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $3.33B → $3.49B (+$157M)

0% more funds holding

Funds holding: 352352 (0)

13% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 122

Holders
352
Holders Change
Holders Change %
0%
% of All Funds
7.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
106
Reduced
122
Closed
38
Calls
$4.42M
Puts
$435K
Net Calls
+$3.98M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$39K -$38.8K -952 -51%
LC
302
Lindbrook Capital
California
$39K
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$36K -$7.51K -184 -18%
LWA
304
Lowe Wealth Advisors
Maryland
$35K
ESB
305
Essex Savings Bank
Connecticut
$30K
CFGS
306
Concourse Financial Group Securities
Alabama
$25K +$5.34K +131 +30%
CAL
307
Capital Advisors Ltd
Ohio
$24K
FRA
308
Front Row Advisors
California
$23K
AW
309
Alpha Windward
Massachusetts
$22K +$20K +490 New
KFS
310
Kelly Financial Services
Massachusetts
$21.6K
M
311
MOTCO
Texas
$19K +$18.2K +447 New
VNA
312
Valley National Advisers
Pennsylvania
$16K
CFB
313
Cullen/Frost Bankers
Texas
$16K +$14.9K +365 New
MAM
314
Meeder Asset Management
Ohio
$16K +$15K +367 New
PCG
315
Private Capital Group
Connecticut
$15K -$66.5K -1,630 -85%
PA
316
Parallel Advisors
California
$15K -$5.79K -142 -28%
GWM
317
Geneos Wealth Management
Colorado
$15K -$449 -11 -3%
FHA
318
First Horizon Advisors
Tennessee
$14K +$14K +343 New
CBOA
319
Commonwealth Bank of Australia
Australia
$12K
VanEck Associates
320
VanEck Associates
New York
$12K +$41 +1 +0.4%
GAM
321
Gemmer Asset Management
California
$11K
CIA
322
CSat Investment Advisory
Michigan
$10K +$9.06K +222 New
AAP
323
Arax Advisory Partners
Colorado
$10K +$9.34K +229 New
QCG
324
Quadrant Capital Group
Ohio
$8K -$26.3K -644 -71%
CIAS
325
Capital Investment Advisory Services
North Carolina
$8K

EV Hedge Fund Activity: Q2 2019 in Review

352 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2019, worth a combined $3.49B — up 4.7% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EV positions and 38 closed out — a net gain of 5 holders — while 106 added to existing stakes and 122 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $19.9M. The largest seller was Renaissance Technologies, cutting an estimated $46M.

  • 352 institutional investors held Eaton Vance Corp. (EV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $3.49B of Eaton Vance Corp. stock for Q2 2019, up 4.7% quarter-over-quarter.
  • 43 funds opened new Eaton Vance Corp. positions in Q2 2019 and 38 closed out, a net change of +5 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2019 was Citadel Advisors, an estimated $19.9M added.
  • The largest Eaton Vance Corp. seller in Q2 2019 was Renaissance Technologies, an estimated $46M sold.

Based on aggregated 13F filings for Q2 2019.