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EV

Eaton Vance Corp.
EV

Delisted

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

337 hedge funds and large institutions have $3.05B invested in Eaton Vance Corp. in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 120 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $3.81M

21% more capital invested

Capital invested by funds: $2.52B → $3.05B (+$532M)

9% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 57

1% more funds holding

Funds holding: 334337 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 120

Holders
337
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
103
Reduced
120
Closed
57
Calls
$5.94M
Puts
$3.81M
Net Calls
+$2.13M
Net Calls Change
-$890K
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
301
First Mercantile Trust
Tennessee
$18K +$17.3K +475 New
AWM
302
Apollon Wealth Management
South Carolina
$15K +$13.9K +381 New
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$14K -$2.91K -80 -18%
CIA
304
CSat Investment Advisory
Michigan
$14K -$218 -6 -2%
OPS
305
Orion Portfolio Solutions
Nebraska
$14K +$5.24K +144 +67%
MAM
306
Meeder Asset Management
Ohio
$12K -$199K -5,467 -95%
GWM
307
Geneos Wealth Management
Colorado
$12K
VNA
308
Valley National Advisers
Pennsylvania
$12K
BFIM
309
Beese Fulmer Investment Management
Ohio
$12K +$10.9K +300 New
ST
310
Smithfield Trust
Pennsylvania
$11K -$24.9K -684 -71%
AW
311
Alpha Windward
Massachusetts
$11K -$5.46K -150 -34%
PWP
312
Principle Wealth Partners
Connecticut
$10K +$9.87K +271 New
GAM
313
Gemmer Asset Management
California
$9K
CT
314
Caldwell Trust
Florida
$8.49K
LC
315
Lindbrook Capital
California
$7K -$728 -20 -10%
SL
316
Savior LLC
Massachusetts
$7K
NSIM
317
North Star Investment Management
Illinois
$6K
RFA
318
Reilly Financial Advisors
California
$6K
VFA
319
Valeo Financial Advisors
Indiana
$6K +$2.98K +82 +134%
SIS
320
Sound Income Strategies
Florida
$5K
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$5K +$4.37K +120 New
CAGAS
322
Capital Advisory Group Advisory Services
Minnesota
$4K
JWA
323
JFS Wealth Advisors
Pennsylvania
$4K
APA
324
American Portfolios Advisors
New York
$2.7K
CFG
325
Citizens Financial Group
Rhode Island
$2K -$4.19K -115 -68%

EV Hedge Fund Activity: Q2 2020 in Review

337 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2020, worth a combined $3.05B — up 21% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EV positions and 57 closed out — a net gain of 5 holders — while 103 added to existing stakes and 120 trimmed.

The largest buyer was Capital International Investors, adding an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $72.9M.

  • 337 institutional investors held Eaton Vance Corp. (EV) as of Q2 2020, up from 334 in Q1 2020.
  • Funds reported $3.05B of Eaton Vance Corp. stock for Q2 2020, up 21% quarter-over-quarter.
  • 62 funds opened new Eaton Vance Corp. positions in Q2 2020 and 57 closed out, a net change of +5 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2020 was Capital International Investors, an estimated $36.8M added.
  • The largest Eaton Vance Corp. seller in Q2 2020 was BlackRock, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2020.