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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 $3.7B invested in Eaton Vance Corp. in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,166% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $382K

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

7% more funds holding

Funds holding: 346371 (+25)

4% more capital invested

Capital invested by funds: $3.55B → $3.7B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
128
Reduced
107
Closed
24
Calls
$4.84M
Puts
$382K
Net Calls
+$4.46M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
326
First Bank & Trust
South Dakota
$19K +$16.5K +357 +700%
OPS
327
Orion Portfolio Solutions
Nebraska
$19K +$18.4K +397 New
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$17K -$10.2K -221 -37%
EW
329
Evoke Wealth
California
$16.1K
FHA
330
First Horizon Advisors
Tennessee
$16K
GWM
331
Geneos Wealth Management
Colorado
$16K
VNA
332
Valley National Advisers
Pennsylvania
$14K
CIA
333
CSat Investment Advisory
Michigan
$14K +$1.66K +36 +14%
QCG
334
Quadrant Capital Group
Ohio
$13K +$4.16K +90 +33%
WT
335
Whittier Trust
California
$13K +$12.8K +277 New
ASN
336
Advisory Services Network
Georgia
$12K -$39K -844 -77%
GAM
337
Gemmer Asset Management
California
$11K
AAP
338
Arax Advisory Partners
Colorado
$11K +$46 +1 +0.4%
CT
339
Caldwell Trust
Florida
$10.3K +$10.2K +220 New
AIM
340
AIA Investment Management
Singapore
$10K
SBL
341
Sargent Bickham Lagudis
Colorado
$9K
RIA
342
Realta Investment Advisors
Delaware
$8K -$38K -821 -82%
NFG
343
Next Financial Group
Texas
$8K -$231 -5 -3%
SL
344
Savior LLC
Massachusetts
$8K +$8K +173 New
NSIM
345
North Star Investment Management
Illinois
$7K
PB
346
Pinnacle Bancorp
Nebraska
$7K
RFA
347
Reilly Financial Advisors
California
$7K
PCM
348
Prelude Capital Management
New York
$6K -$43.6K -942 -89%
SIS
349
Sound Income Strategies
Florida
$6K
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$6K +$5.55K +120 New

EV Hedge Fund Activity: Q4 2019 in Review

371 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2019, worth a combined $3.7B — up 4.2% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EV positions and 24 closed out — a net gain of 33 holders — while 128 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $58.4M.

  • 371 institutional investors held Eaton Vance Corp. (EV) as of Q4 2019, up from 346 in Q3 2019.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 57 funds opened new Eaton Vance Corp. positions in Q4 2019 and 24 closed out, a net change of +33 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2019 was BlackRock, an estimated $27.2M added.
  • The largest Eaton Vance Corp. seller in Q4 2019 was Citadel Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2019.