We are live on ! Find out more
EV

Eaton Vance Corp.
EV

Delisted

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

371 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,166% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $382K

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

7% more funds holding

Funds holding: 346371 (+25)

4% more capital invested

Capital invested by funds: $3.55B → $3.7B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
128
Reduced
107
Closed
24
Calls
$4.84M
Puts
$382K
Net Calls
+$4.46M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Endurance Wealth Management
Rhode Island
$84K
PMFA
302
Plante Moran Financial Advisors
Michigan
$82K
SO
303
STRS Ohio
Ohio
$79K
SAM
304
Shell Asset Management
Netherlands
$78K -$27K -585 -26%
HPC
305
HM Payson & Co
Maine
$70K -$16.9K -365 -20%
TRCT
306
Tower Research Capital (TRC)
New York
$66K -$200K -4,327 -75%
CFGS
307
Concourse Financial Group Securities
Alabama
$64K +$34.4K +743 +118%
PA
308
PSI Advisors
Florida
$61K +$61K +1,320 New
FCB
309
First Command Bank
Texas
$56K
FCFS
310
First Command Financial Services
Texas
$56K
NIT
311
NumerixS Investment Technologies
British Columbia, Canada
$56K +$55.5K +1,200 New
S
312
SignatureFD
Georgia
$51K -$832 -18 -2%
LS
313
Livforsakringsbolaget Skandia
Sweden
$49K
LC
314
Lindbrook Capital
California
$46K
MAM
315
Meeder Asset Management
Ohio
$45K +$27.8K +601 +164%
FL
316
Fort LP
Maryland
$40K -$9.66K -209 -20%
ST
317
Smithfield Trust
Pennsylvania
$40K
LWA
318
Lowe Wealth Advisors
Maryland
$37K
GDP
319
Great Diamond Partners
Maine
$28K +$28.4K +614 New
FRA
320
Front Row Advisors
California
$24K
IUHSA
321
Itau Unibanco Holding S.A.
Brazil
$24K +$24.2K +524 New
KFS
322
Kelly Financial Services
Massachusetts
$23.3K
AW
323
Alpha Windward
Massachusetts
$21K -$2.22K -48 -10%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$21K +$20.5K +444 New
PA
325
Parallel Advisors
California
$19K

EV Hedge Fund Activity: Q4 2019 in Review

371 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2019, worth a combined $3.7B — up 4.2% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EV positions and 24 closed out — a net gain of 33 holders — while 128 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $58.4M.

  • 371 institutional investors held Eaton Vance Corp. (EV) as of Q4 2019, up from 346 in Q3 2019.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 57 funds opened new Eaton Vance Corp. positions in Q4 2019 and 24 closed out, a net change of +33 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2019 was BlackRock, an estimated $27.2M added.
  • The largest Eaton Vance Corp. seller in Q4 2019 was Citadel Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2019.