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EV

Eaton Vance Corp.
EV

Delisted

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

369 hedge funds and large institutions have $4.19B invested in Eaton Vance Corp. in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,694% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $16K

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% less funds holding

Funds holding: 371369 (-2)

2% less capital invested

Capital invested by funds: $4.27B → $4.19B (-$83.9M)

8% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 129

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
119
Reduced
129
Closed
29
Calls
$4.77M
Puts
$16K
Net Calls
+$4.75M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$16K
VNA
327
Valley National Advisers
Pennsylvania
$16K
TC
328
Trilogy Capital
California
$16K +$5.83K +110 +58%
GAM
329
Gemmer Asset Management
California
$15K
AAP
330
Arax Advisory Partners
Colorado
$14K -$3.97K -75 -21%
AF
331
Advisornet Financial
Minnesota
$14K
PCG
332
Private Capital Group
Connecticut
$14K
APP
333
Avantax Planning Partners
Iowa
$12K +$12K +227 New
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$11K
CBOA
335
Commonwealth Bank of Australia
Australia
$10K
SFSIG
336
San Francisco Sentry Investment Group
California
$10K
SBL
337
Sargent Bickham Lagudis
Colorado
$10K
MWM
338
MinichMacGregor Wealth Management
New York
$8K -$1.85K -35 -18%
NSIM
339
North Star Investment Management
Illinois
$8K
RFA
340
Reilly Financial Advisors
California
$8K
PCM
341
Prelude Capital Management
New York
$8K +$7.84K +148 New
QCG
342
Quadrant Capital Group
Ohio
$7K
SIS
343
Sound Income Strategies
Florida
$7K
AW
344
Alpha Windward
Massachusetts
$6K
DBT
345
Dubuque Bank & Trust
Iowa
$6K
JWA
346
JFS Wealth Advisors
Pennsylvania
$5K
Walleye Trading
347
Walleye Trading
New York
$4K -$98K -1,850 -97%
APA
348
American Portfolios Advisors
New York
$3.68K
ACS
349
Archford Capital Strategies
Illinois
$3K
CB
350
Community Bank
New York
$3K

EV Hedge Fund Activity: Q3 2018 in Review

369 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2018, worth a combined $4.19B — down 2% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EV positions and 29 closed out — a net gain of 1 holder — while 119 added to existing stakes and 129 trimmed.

The largest buyer was State Street, adding an estimated $37.9M. The largest seller was Citadel Advisors, cutting an estimated $41.8M.

  • 369 institutional investors held Eaton Vance Corp. (EV) as of Q3 2018, down from 371 in Q2 2018.
  • Funds reported $4.19B of Eaton Vance Corp. stock for Q3 2018, down 2% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Corp. positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Eaton Vance Corp. buyer in Q3 2018 was State Street, an estimated $37.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2018 was Citadel Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2018.