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EV

Eaton Vance Corp.
EV

Delisted

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

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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: 371 → 369 (-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

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$37.9M
2
Ameriprise
Ameriprise
Minnesota
+$28.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$19.3M
4
Millennium Management
Millennium Management
New York
+$6.59M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$41.8M
2
JCM
Junto Capital Management
New York
-$35.7M
3
Goldman Sachs
Goldman Sachs
New York
-$29.3M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$19M
5
Wells Fargo
Wells Fargo
California
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
JA
352
JOYN Advisors
Georgia
$3K – – –
PFBT
353
Parkside Financial Bank & Trust
Missouri
$3K – – –
PFSC
354
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SWMG
355
Signature Wealth Management Group
Georgia
$3K – – –
SA
356
SRH Advisors
Kansas
$3K – – –
KJWM
357
Kiley Juergens Wealth Management
Washington
$2K – – –
OAJ
358
Ogorek Anthony Joseph
New York
$2K – – –
OFW
359
Omnia Family Wealth
Florida
$2K – – –
TL
360
TrueWealth LLC
Georgia
$2K +$1.8K +34 New
WCAMG
361
Woodard & Company Asset Management Group
North Carolina
$2K +$2.01K +38 New
EWM
362
Elmwood Wealth Management
California
$1.26K – – –
QI
363
QS Investors
New York
$1K – – –
TC
364
Trust Company
Kansas
$1K – – –
CS
365
Candriam SCA
Luxembourg
$1K +$106 +2 +9%
VRM
366
Vectors Research Management
New York
$1K +$954 +18 New
FRA
367
Front Row Advisors
California
$12 -$212 -4 -1%
JCM
368
Junto Capital Management
New York
– -$35.7M -684,375 Closed
Hudson Bay Capital Management
369
Hudson Bay Capital Management
Connecticut
– -$10.4M -200,209 Closed
Lord, Abbett & Co
370
Lord, Abbett & Co
New Jersey
– -$8.72M -167,100 Closed
Robeco Institutional Asset Management
371
Robeco Institutional Asset Management
Netherlands
– -$3.23M -61,982 Closed
Point72 Asset Management
372
Point72 Asset Management
Connecticut
– -$1.83M -35,000 Closed
SLAM
373
Swiss Life Asset Management
– -$1.62M -30,927 Closed
Public Sector Pension Investment Board (PSP Investments)
374
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$1.3M -25,000 Closed
Canada Pension Plan Investment Board
375
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.08M -20,700 Closed
12 13 14
15
16

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.