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EV

Eaton Vance Corp.
EV

Delisted

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

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374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347 → 374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$55.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$55M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$50.6M
4
AAM
Ardevora Asset Management
United Kingdom
+$35.3M
5
BlackRock
BlackRock
New York
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$26.1M
2
Millennium Management
Millennium Management
New York
-$22.2M
3
JIM
Jupiter Investment Management
United Kingdom
-$20.4M
4
JCM
Junto Capital Management
New York
-$19.8M
5
Wells Fargo
Wells Fargo
California
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
326
Advisory Services Network
Georgia
$22K +$14K +265 +225%
AIL
327
AGF Investments LLC
Ontario, Canada
$20K +$18.8K +356 New
GWM
328
Geneos Wealth Management
Colorado
$19K – – –
PA
329
Parallel Advisors
California
$18K – – –
PCP
330
Proficio Capital Partners
Massachusetts
$17K – – –
VNA
331
Valley National Advisers
Pennsylvania
$17K – – –
GAM
332
Gemmer Asset Management
California
$16K – – –
SWM
333
SeaCrest Wealth Management
New York
$16K +$14.8K +280 New
FRA
334
Front Row Advisors
California
$16K +$15K +283 New
FAM
335
Fred Alger Management
New York
$14K +$13K +246 New
GFP
336
Gryphon Financial Partners
Ohio
$14K +$13.2K +249 New
RCG
337
Ruggie Capital Group
Florida
$13K +$12K +227 New
RPG
338
Risk Paradigm Group
Texas
$13K – – –
SFSIG
339
San Francisco Sentry Investment Group
California
$12K +$3.81K +72 +49%
CBOA
340
Commonwealth Bank of Australia
Australia
$11K – – –
SBL
341
Sargent Bickham Lagudis
Colorado
$11K – – –
MWM
342
MinichMacGregor Wealth Management
New York
$10K +$8.47K +160 +457%
AF
343
Advisornet Financial
Minnesota
$10K +$9.1K +172 New
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$9K -$10.5K -199 -55%
RFA
345
Reilly Financial Advisors
California
$9K – – –
CCM
346
Covington Capital Management
California
$9K +$8.42K +159 New
WCBA
347
Weaver C. Barksdale & Associates
Tennessee
$8K -$582 -11 -7%
NSIM
348
North Star Investment Management
Illinois
$8K – – –
DCM
349
Delpha Capital Management
New York
$7K +$6.4K +121 New
SIS
350
Sound Income Strategies
Florida
$7K +$7.04K +133 New
12 13
14
15 16

EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.