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EV

Eaton Vance Corp.
EV

Delisted

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

370 hedge funds and large institutions have $3.84B invested in Eaton Vance Corp. in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

22% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 105

7% more funds holding

Funds holding: 346370 (+24)

4% more capital invested

Capital invested by funds: $3.69B → $3.84B (+$152M)

48% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $19.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
9.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
128
Reduced
105
Closed
29
Calls
$10.4M
Puts
$19.9M
Net Calls
-$9.54M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$29K +$28.3K +623 New
WT
327
Whittier Trust
California
$28K
Barrow, Hanley, Mewhinney & Strauss
328
Barrow, Hanley, Mewhinney & Strauss
Texas
$26K
PFO
329
Pathstone Family Office
New Jersey
$25K +$23.6K +519 New
GWM
330
Geneos Wealth Management
Colorado
$22K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$18K +$91 +2 +0.5%
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$17K +$7.87K +173 +92%
PHK
333
Point72 Hong Kong
Hong Kong
$17K +$16.4K +360 New
PCP
334
Proficio Capital Partners
Massachusetts
$16K -$7.64K -168 -34%
PA
335
Parallel Advisors
California
$15K
VNA
336
Valley National Advisers
Pennsylvania
$14K
GAM
337
Gemmer Asset Management
California
$13K +$1.82K +40 +16%
GBT
338
Grove Bank & Trust
Florida
$13K +$12.3K +270 New
IPC
339
Independent Portfolio Consultants
Florida
$12K +$11.6K +255 New
RPG
340
Risk Paradigm Group
Texas
$10.9K -$7.74K -170 -43%
PCM
341
Penserra Capital Management
California
$10K +$10.4K +228 New
SBL
342
Sargent Bickham Lagudis
Colorado
$9K
HIM
343
Hillsdale Investment Management
Ontario, Canada
$8K -$3.64K -80 -33%
TCOV
344
Trust Company of Vermont
Vermont
$8K +$7.87K +173 New
WCBA
345
Weaver C. Barksdale & Associates
Tennessee
$7K -$90.6K -1,992 -93%
NSIM
346
North Star Investment Management
Illinois
$7K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$7K
RFA
348
Reilly Financial Advisors
California
$7K
WA
349
Winfield Associates
Ohio
$7K +$6.96K +153 New
ASN
350
Advisory Services Network
Georgia
$6K

EV Hedge Fund Activity: Q2 2017 in Review

370 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2017, worth a combined $3.84B — up 4.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EV positions and 29 closed out — a net gain of 25 holders — while 128 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $70.3M. The largest seller was American Century Companies, exiting entirely with an estimated $53.4M sold.

  • 370 institutional investors held Eaton Vance Corp. (EV) as of Q2 2017, up from 346 in Q1 2017.
  • Funds reported $3.84B of Eaton Vance Corp. stock for Q2 2017, up 4.1% quarter-over-quarter.
  • 54 funds opened new Eaton Vance Corp. positions in Q2 2017 and 29 closed out, a net change of +25 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2017 was Janus Henderson Group, an estimated $70.3M added.
  • The largest Eaton Vance Corp. seller in Q2 2017 was American Century Companies, an estimated $53.4M sold.

Based on aggregated 13F filings for Q2 2017.