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EV

Eaton Vance Corp.
EV

Delisted

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

352 hedge funds and large institutions have $3.49B invested in Eaton Vance Corp. in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

915% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $435K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $3.33B → $3.49B (+$157M)

0% more funds holding

Funds holding: 352352 (0)

13% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 122

Holders
352
Holders Change
Holders Change %
0%
% of All Funds
7.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
106
Reduced
122
Closed
38
Calls
$4.42M
Puts
$435K
Net Calls
+$3.98M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
326
Sargent Bickham Lagudis
Colorado
$8K
AF
327
Advisornet Financial
Minnesota
$7K
RFA
328
Reilly Financial Advisors
California
$7K
PB
329
Pinnacle Bancorp
Nebraska
$6K
SIS
330
Sound Income Strategies
Florida
$6K
DWM
331
Doyle Wealth Management
Florida
$6K +$6.04K +148 New
BGIM
332
Brandywine Global Investment Management
Pennsylvania
$5K +$4.33K +106 New
CFG
333
Citizens Financial Group
Rhode Island
$5K +$4.69K +115 New
JWA
334
JFS Wealth Advisors
Pennsylvania
$4K
PCP
335
Proficio Capital Partners
Massachusetts
$4K
ZB
336
Zions Bancorporation
Utah
$4K
ACS
337
Archford Capital Strategies
Illinois
$4K +$1.1K +27 +43%
APA
338
American Portfolios Advisors
New York
$3.02K
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
PFSC
340
Peoples Financial Services Corp
Pennsylvania
$3K
SSB
341
Sandy Spring Bank
Maryland
$3K
SA
342
SRH Advisors
Kansas
$3K
CTC
343
Central Trust Company
Missouri
$2K
FGAM
344
Financial Gravity Asset Management
Texas
$2K
OAJ
345
Ogorek Anthony Joseph
New York
$2K
SFSIG
346
San Francisco Sentry Investment Group
California
$2K
RA
347
Royce & Associates
New York
$2K +$1.43K +35 New
FBT
348
First Bank & Trust
South Dakota
$2K +$2.08K +51 New
TL
349
TrueWealth LLC
Georgia
$1K
GT
350
Glenmede Trust
Pennsylvania
$2 +$2.45K +60 New

EV Hedge Fund Activity: Q2 2019 in Review

352 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2019, worth a combined $3.49B — up 4.7% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EV positions and 38 closed out — a net gain of 5 holders — while 106 added to existing stakes and 122 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $19.9M. The largest seller was Renaissance Technologies, cutting an estimated $46M.

  • 352 institutional investors held Eaton Vance Corp. (EV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $3.49B of Eaton Vance Corp. stock for Q2 2019, up 4.7% quarter-over-quarter.
  • 43 funds opened new Eaton Vance Corp. positions in Q2 2019 and 38 closed out, a net change of +5 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2019 was Citadel Advisors, an estimated $19.9M added.
  • The largest Eaton Vance Corp. seller in Q2 2019 was Renaissance Technologies, an estimated $46M sold.

Based on aggregated 13F filings for Q2 2019.