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EV

Eaton Vance Corp.
EV

Delisted

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

371 hedge funds and large institutions have $4.27B invested in Eaton Vance Corp. in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,180% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $459K

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

3% more funds holding

Funds holding: 361371 (+10)

8% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 118

10% less capital invested

Capital invested by funds: $4.73B → $4.27B (-$463M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
371
Holders Change
+10
Holders Change %
+2.77%
% of All Funds
8.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
109
Reduced
118
Closed
33
Calls
$5.88M
Puts
$459K
Net Calls
+$5.42M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
326
Barrow, Hanley, Mewhinney & Strauss
Texas
$16K -$13.8K -251 -45%
VNA
327
Valley National Advisers
Pennsylvania
$16K
GAM
328
Gemmer Asset Management
California
$15K
PCP
329
Proficio Capital Partners
Massachusetts
$15K
PCG
330
Private Capital Group
Connecticut
$14K
AF
331
Advisornet Financial
Minnesota
$13K
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$11K +$7.88K +143 +204%
SFSIG
333
San Francisco Sentry Investment Group
California
$10K -$1.21K -22 -10%
CBOA
334
Commonwealth Bank of Australia
Australia
$10K
MWM
335
MinichMacGregor Wealth Management
New York
$10K
SBL
336
Sargent Bickham Lagudis
Colorado
$10K
TC
337
Trilogy Capital
California
$10K +$10.5K +190 New
LWA
338
Lenox Wealth Advisors
New York
$9K -$2.86K -52 -24%
NSIM
339
North Star Investment Management
Illinois
$8K
RFA
340
Reilly Financial Advisors
California
$8K
FIA
341
FNY Investment Advisers
New York
$8K +$8.59K +156 New
QCG
342
Quadrant Capital Group
Ohio
$7K -$4.96K -90 -33%
SIS
343
Sound Income Strategies
Florida
$7K
CG
344
Cutler Group
California
$7K +$7.49K +136 New
DBT
345
Dubuque Bank & Trust
Iowa
$6K
AW
346
Alpha Windward
Massachusetts
$6K +$6.61K +120 New
JWA
347
JFS Wealth Advisors
Pennsylvania
$5K +$5.01K +91 New
APA
348
American Portfolios Advisors
New York
$3.65K
PFBT
349
Parkside Financial Bank & Trust
Missouri
$3K -$1.27K -23 -27%
ACS
350
Archford Capital Strategies
Illinois
$3K

EV Hedge Fund Activity: Q2 2018 in Review

371 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2018, worth a combined $4.27B — down 9.8% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EV positions and 33 closed out — a net gain of 12 holders — while 109 added to existing stakes and 118 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $26.1M. The largest seller was Eaton Vance Management, cutting an estimated $70.3M.

  • 371 institutional investors held Eaton Vance Corp. (EV) as of Q2 2018, up from 361 in Q1 2018.
  • Funds reported $4.27B of Eaton Vance Corp. stock for Q2 2018, down 9.8% quarter-over-quarter.
  • 45 funds opened new Eaton Vance Corp. positions in Q2 2018 and 33 closed out, a net change of +12 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2018 was Balyasny Asset Management, an estimated $26.1M added.
  • The largest Eaton Vance Corp. seller in Q2 2018 was Eaton Vance Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2018.