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EV

Eaton Vance Corp.
EV

Delisted

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

361 hedge funds and large institutions have $4.73B invested in Eaton Vance Corp. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

744% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $951K

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% less capital invested

Capital invested by funds: $4.78B → $4.73B (-$50.9M)

3% less funds holding

Funds holding: 374361 (-13)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
361
Holders Change
-13
Holders Change %
-3.48%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
124
Reduced
120
Closed
46
Calls
$8.02M
Puts
$951K
Net Calls
+$7.07M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
326
Lenox Wealth Advisors
New York
$12K +$9.43K +166 +319%
CBOA
327
Commonwealth Bank of Australia
Australia
$11K
SBL
328
Sargent Bickham Lagudis
Colorado
$11K
MWM
329
MinichMacGregor Wealth Management
New York
$10K
VFA
330
Valeo Financial Advisors
Indiana
$10K +$10.5K +185 New
QCG
331
Quadrant Capital Group
Ohio
$10K +$10.7K +189 +225%
CCM
332
Covington Capital Management
California
$9K
RFA
333
Reilly Financial Advisors
California
$9K
NSIM
334
North Star Investment Management
Illinois
$8K
SIS
335
Sound Income Strategies
Florida
$7K
DBT
336
Dubuque Bank & Trust
Iowa
$6K +$2.38K +42 +60%
IBOK
337
Independence Bank of Kentucky
Kentucky
$6K +$5.62K +99 New
PFBT
338
Parkside Financial Bank & Trust
Missouri
$5K
ZB
339
Zions Bancorporation
Utah
$5K
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$4K -$34.1K -600 -90%
CB
341
Community Bank
New York
$4K
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
PFSC
343
Peoples Financial Services Corp
Pennsylvania
$4K
SWMG
344
Signature Wealth Management Group
Georgia
$4K
ACS
345
Archford Capital Strategies
Illinois
$4K +$3.58K +63 New
APA
346
American Portfolios Advisors
New York
$3.9K
GFP
347
Gryphon Financial Partners
Ohio
$3K -$10.7K -188 -76%
SA
348
SRH Advisors
Kansas
$3K
OAJ
349
Ogorek Anthony Joseph
New York
$3K +$3.12K +55 New
AIL
350
AGF Investments LLC
Ontario, Canada
$2K -$18.3K -322 -90%

EV Hedge Fund Activity: Q1 2018 in Review

361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2018, worth a combined $4.73B — down 1.1% from $4.78B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of EV and 36 opened new positions — a net loss of 10 holders — while 120 trimmed existing stakes and 124 added.

The largest buyer was Ameriprise, adding an estimated $65.2M. The largest seller was London Company of Virginia, cutting an estimated $35.9M.

  • 361 institutional investors held Eaton Vance Corp. (EV) as of Q1 2018, down from 374 in Q4 2017.
  • Funds reported $4.73B of Eaton Vance Corp. stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q1 2018 and 46 closed out, a net change of -10 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2018 was Ameriprise, an estimated $65.2M added.
  • The largest Eaton Vance Corp. seller in Q1 2018 was London Company of Virginia, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.