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EV

Eaton Vance Corp.
EV

Delisted

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

346 hedge funds and large institutions have $3.55B invested in Eaton Vance Corp. in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,198% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $343K

2% more capital invested

Capital invested by funds: $3.49B → $3.55B (+$64.6M)

2% less funds holding

Funds holding: 352346 (-6)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 130

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
-6
Holders Change %
-1.7%
% of All Funds
7.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
99
Reduced
130
Closed
38
Calls
$4.45M
Puts
$343K
Net Calls
+$4.11M
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$37K
LWA
302
Lowe Wealth Advisors
Maryland
$36K
CFGS
303
Concourse Financial Group Securities
Alabama
$28K +$2.68K +62 +11%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$27K -$13.8K -320 -35%
FRA
305
Front Row Advisors
California
$23K -$692 -16 -3%
VanEck Associates
306
VanEck Associates
New York
$23K +$10.2K +235 +84%
KFS
307
Kelly Financial Services
Massachusetts
$22.5K
AW
308
Alpha Windward
Massachusetts
$22K
PA
309
Parallel Advisors
California
$19K +$2.55K +59 +17%
MAM
310
Meeder Asset Management
Ohio
$16K
EW
311
Evoke Wealth
California
$15.5K +$14.9K +345 New
FHA
312
First Horizon Advisors
Tennessee
$15K
GWM
313
Geneos Wealth Management
Colorado
$15K
VNA
314
Valley National Advisers
Pennsylvania
$14K -$3.03K -70 -19%
CIA
315
CSat Investment Advisory
Michigan
$12K +$1.56K +36 +16%
GAM
316
Gemmer Asset Management
California
$11K
AAP
317
Arax Advisory Partners
Colorado
$10K +$43 +1 +0.4%
AIM
318
AIA Investment Management
Singapore
$10K +$9.7K +224 New
CIAS
319
Capital Investment Advisory Services
North Carolina
$9K
SBL
320
Sargent Bickham Lagudis
Colorado
$9K
QCG
321
Quadrant Capital Group
Ohio
$8K
NFG
322
Next Financial Group
Texas
$8K +$7.57K +175 New
PB
323
Pinnacle Bancorp
Nebraska
$7K
RFA
324
Reilly Financial Advisors
California
$7K
NSIM
325
North Star Investment Management
Illinois
$7K +$6.49K +150 New

EV Hedge Fund Activity: Q3 2019 in Review

346 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2019, worth a combined $3.55B — up 1.9% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EV and 33 opened new positions — a net loss of 5 holders — while 130 trimmed existing stakes and 99 added.

The largest buyer was Marshall Wace North America, adding an estimated $12.3M. The largest seller was State Street, cutting an estimated $39M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q3 2019, down from 352 in Q2 2019.
  • Funds reported $3.55B of Eaton Vance Corp. stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Corp. positions in Q3 2019 and 38 closed out, a net change of -5 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2019 was Marshall Wace North America, an estimated $12.3M added.
  • The largest Eaton Vance Corp. seller in Q3 2019 was State Street, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2019.