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EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
326
Reilly Financial Advisors
California
$5K
SIS
327
Sound Income Strategies
Florida
$5K
PB
328
Pinnacle Bancorp
Nebraska
$5K +$6.13K +145 New
DWM
329
Doyle Wealth Management
Florida
$5K +$6.25K +148 New
BBHC
330
Brown Brothers Harriman & Co
New York
$4K +$4.82K +114 New
CFN
331
Cordasco Financial Network
Florida
$4K +$5.32K +126 New
PCP
332
Proficio Capital Partners
Massachusetts
$3K -$8.49K -201 -68%
DBT
333
Dubuque Bank & Trust
Iowa
$3K
JWA
334
JFS Wealth Advisors
Pennsylvania
$3K
AIM
335
Advantage Investment Management
Iowa
$3K +$3.17K +75 New
APA
336
American Portfolios Advisors
New York
$2.46K
CTC
337
Central Trust Company
Missouri
$2K -$134K -3,166 -98%
FRA
338
Front Row Advisors
California
$2K -$9.55K -226 -83%
SFSIG
339
San Francisco Sentry Investment Group
California
$2K -$6.17K -146 -74%
ACS
340
Archford Capital Strategies
Illinois
$2K
JA
341
JOYN Advisors
Georgia
$2K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$2K
PFSC
343
Peoples Financial Services Corp
Pennsylvania
$2K
SA
344
SRH Advisors
Kansas
$2K
VanEck Associates
345
VanEck Associates
New York
$2K +$2.03K +48 New
CAM
346
Cresset Asset Management
Illinois
$2K +$2.62K +62 New
SSB
347
Sandy Spring Bank
Maryland
$2K +$2.83K +67 New
AAMU
348
Amundi Asset Management US
Massachusetts
$1.71K +$129K +3,062 +7%
PAMU
349
Pictet Asset Management (UK)
United Kingdom
$1.58K +$21.1K +500 +1%
EWM
350
Elmwood Wealth Management
California
$1K

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.