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EV

Eaton Vance Corp.
EV

Delisted

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

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321 hedge funds and large institutions have $2.94B invested in Eaton Vance Corp. in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 97

28% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.27M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $3.05B → $2.94B (-$113M)

5% less funds holding

Funds holding: 337 → 321 (-16)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
127
Reduced
97
Closed
49
Calls
$4.18M
Puts
$3.27M
Net Calls
+$915K
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$21.9M
2
Millennium Management
Millennium Management
New York
+$17.8M
3
BTW
Boston Trust Walden
Massachusetts
+$9.7M
4
SO
STRS Ohio
Ohio
+$9.52M
5
CCM
Channing Capital Management
Illinois
+$8.32M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.8M
2
State Street
State Street
Massachusetts
-$20.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$17.7M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$6K – – –
HCP
302
Hexagon Capital Partners
Arkansas
$6K +$4.32K +113 New
SIS
303
Sound Income Strategies
Florida
$5K – – –
VFA
304
Valeo Financial Advisors
Indiana
$5K – – –
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$5K +$115 +3 +3%
SGAM
306
Smith Group Asset Management
Texas
$5K +$5.35K +140 New
FCH
307
Freestone Capital Holdings
Washington
$3.89K +$3.9K +102 New
PFS
308
Prospera Financial Services
Texas
$3K -$473K -12,359 -99%
JWA
309
JFS Wealth Advisors
Pennsylvania
$3K – – –
APA
310
American Portfolios Advisors
New York
$2.67K – – –
CTC
311
Central Trust Company
Missouri
$2K – – –
OAJ
312
Ogorek Anthony Joseph
New York
$2K – – –
PFSC
313
Peoples Financial Services Corp
Pennsylvania
$2K – – –
SA
314
SRH Advisors
Kansas
$2K – – –
ASN
315
Advisory Services Network
Georgia
$2K +$2.03K +53 New
APWA
316
Atlas Private Wealth Advisors
New Jersey
$1K – – –
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
CWC
318
Carolinas Wealth Consulting
North Carolina
$1K +$1.38K +36 New
Alyeska Investment Group
319
Alyeska Investment Group
Illinois
– -$17.7M -459,237 Closed
Jane Street
320
Jane Street
New York
– -$6.81M -177,981 Closed
ECM
321
ExodusPoint Capital Management
New York
– -$3.24M -83,974 Closed
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
– -$2.48M -64,316 Closed
Point72 Asset Management
323
Point72 Asset Management
Connecticut
– -$1.95M -50,549 Closed
Two Sigma Investments
324
Two Sigma Investments
New York
– -$1.25M -32,254 Closed
USGIU
325
U.S. Global Investors (USGI)
Texas
– -$1.03M -26,814 Closed
11 12
13
14 15

EV Hedge Fund Activity: Q3 2020 in Review

321 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2020, worth a combined $2.94B — down 3.7% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EV and 34 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $21.9M. The largest seller was Janus Henderson Group, cutting an estimated $31.8M.

  • 321 institutional investors held Eaton Vance Corp. (EV) as of Q3 2020, down from 337 in Q2 2020.
  • Funds reported $2.94B of Eaton Vance Corp. stock for Q3 2020, down 3.7% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Corp. positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2020 was Citadel Advisors, an estimated $21.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2020 was Janus Henderson Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.