Eaton Vance Corp.
EV
EV was delisted on the 26th of February, 2021.
307 hedge funds and large institutions have $4.4B invested in Eaton Vance Corp. in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 23 closing their positions.
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
25% more capital invested
Capital invested by funds: $3.53B → $4.4B (+$879M)
4% more funds holding
Funds holding: 294 → 307 (+13)
14% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 114
24% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $1.32M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$122M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$14.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.1M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
-$22.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$19.2M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$18.6M |
| 4 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$13.6M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TH
326
Timber Hill
Greenwich,
Connecticut
| – | -$351K | -9,051 | Closed |
|
|
BP
327
Banyan Partners
Palm Beach Gardens,
Florida
| – | -$260K | -6,703 | Closed |
|
328
Teacher Retirement System of Texas
Austin,
Texas
| – | -$76K | -1,961 | Closed |
|
|
LWA
329
Lenox Wealth Advisors
New York
| – | -$2K | -63 | Closed |
|
|
NES
330
New England Securities
New York
| – | -$2K | -55 | Closed |
|
EV Hedge Fund Activity: Q4 2013 in Review
307 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2013, worth a combined $4.4B — up 25% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new EV positions and 23 closed out — a net gain of 18 holders — while 98 added to existing stakes and 114 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $122M. The largest seller was Samlyn Capital, exiting entirely with an estimated $22.6M sold.
- 307 institutional investors held Eaton Vance Corp. (EV) as of Q4 2013, up from 294 in Q3 2013.
- Funds reported $4.4B of Eaton Vance Corp. stock for Q4 2013, up 25% quarter-over-quarter.
- 41 funds opened new Eaton Vance Corp. positions in Q4 2013 and 23 closed out, a net change of +18 holders.
- The largest Eaton Vance Corp. buyer in Q4 2013 was EARNEST Partners, an estimated $122M added.
- The largest Eaton Vance Corp. seller in Q4 2013 was Samlyn Capital, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2013.