Eaton Vance Corp.
EV
EV was delisted on the 26th of February, 2021.
312 hedge funds and large institutions have $3.53B invested in Eaton Vance Corp. in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 24 closing their positions.
517% more call options, than puts
Call options by funds: $3.04M | Put options by funds: $492K
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
9% more capital invested
Capital invested by funds: $3.24B → $3.53B (+$281M)
7% more funds holding
Funds holding: 292 → 312 (+20)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.6M |
| 2 |
BHIA
Birch Hill Investment Advisors
Boston,
Massachusetts
|
+$15.4M |
| 3 |
Millennium Management
New York
|
+$12M |
| 4 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$11.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$39.8M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$24.1M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$11.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.82M |
| 5 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$8.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Los Angeles Capital Management
Los Angeles,
California
| – | -$260K | -6,895 | Closed |
|
|
MC
327
Menta Capital
San Francisco,
California
| – | -$257K | -6,800 | Closed |
|
|
1GA
328
1st Global Advisors
Dallas,
Texas
| – | -$239K | -6,342 | Closed |
|
|
WG
329
Winton Group
London,
United Kingdom
| – | -$213K | -5,656 | Closed |
|
330
BAMCO Inc
New York
| – | -$61K | -1,610 | Closed |
|
|
MA
331
MUFG Americas
New York
| – | -$45K | -1,200 | Closed |
|
|
PFO
332
Pathstone Family Office
Englewood,
New Jersey
| – | -$17K | -451 | Closed |
|
|
CLOS
333
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$15K | -403 | Closed |
|
|
PTC
334
Private Trust Company
Cleveland,
Ohio
| – | -$3K | -87 | Closed |
|
|
NES
335
New England Securities
New York
| – | -$1K | -39 | Closed |
|
|
W
336
Wealthfront
Palo Alto,
California
| – | +$79 | +2 | New |
|
EV Hedge Fund Activity: Q4 2014 in Review
312 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2014, worth a combined $3.53B — up 8.6% from $3.24B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EV positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 106 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $20.6M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $39.8M sold.
- 312 institutional investors held Eaton Vance Corp. (EV) as of Q4 2014, up from 292 in Q3 2014.
- Funds reported $3.53B of Eaton Vance Corp. stock for Q4 2014, up 8.6% quarter-over-quarter.
- 46 funds opened new Eaton Vance Corp. positions in Q4 2014 and 24 closed out, a net change of +22 holders.
- The largest Eaton Vance Corp. buyer in Q4 2014 was Fidelity Investments, an estimated $20.6M added.
- The largest Eaton Vance Corp. seller in Q4 2014 was Kayne Anderson Rudnick Investment Management, an estimated $39.8M sold.
Based on aggregated 13F filings for Q4 2014.