Eaton Vance Corp.
EV
EV was delisted on the 26th of February, 2021.
302 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 33 closing their positions.
1,794% more call options, than puts
Call options by funds: $966K | Put options by funds: $51K
5% more capital invested
Capital invested by funds: $3.53B → $3.7B (+$176M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 107
3% less funds holding
Funds holding: 312 → 302 (-10)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCMGA
York Capital Management Global Advisors
New York
|
+$130M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$34.7M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$21.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.6M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$16.8M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$16.7M |
| 3 |
Millennium Management
New York
|
-$14M |
| 4 |
Morgan Stanley
New York
|
-$9.56M |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$8.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLT
326
New York Life Trust
New York
| – | -$65K | -1,577 | Closed |
|
|
QT
327
Quantbot Technologies
New York
| – | -$56K | -1,390 | Closed |
|
328
Allianz Asset Management
Munich,
Germany
| – | -$53K | -1,307 | Closed |
|
329
Bessemer Group
Woodbridge,
New Jersey
| – | -$52K | -1,274 | Closed |
|
|
FNYS
330
First New York Securities
New York
| – | -$35.7K | -873 | Closed |
|
|
BRWA
331
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$13 | -322 | Closed |
|
332
Parallax Volatility Advisers
San Francisco,
California
| – | -$10.4K | -252 | Closed |
|
|
CFSG
333
Community Financial Services Group
Newport,
Vermont
| – | +$621 | +15 | New |
|
|
WCM
334
Wealthcare Capital Management
Richmond,
Virginia
| – | +$1.03K | +25 | New |
|
EV Hedge Fund Activity: Q1 2015 in Review
302 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2015, worth a combined $3.7B — up 5% from $3.53B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of EV and 27 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 107 added.
The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $130M. The largest seller was Herndon Capital Management, cutting an estimated $16.8M.
- 302 institutional investors held Eaton Vance Corp. (EV) as of Q1 2015, down from 312 in Q4 2014.
- Funds reported $3.7B of Eaton Vance Corp. stock for Q1 2015, up 5% quarter-over-quarter.
- 27 funds opened new Eaton Vance Corp. positions in Q1 2015 and 33 closed out, a net change of -6 holders.
- The largest Eaton Vance Corp. buyer in Q1 2015 was York Capital Management Global Advisors, an estimated $130M added.
- The largest Eaton Vance Corp. seller in Q1 2015 was Herndon Capital Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2015.