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EV

Eaton Vance Corp.
EV

Delisted

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

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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: 346 → 371 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$27.2M
2
Lazard Asset Management
Lazard Asset Management
New York
+$12.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.9M
4
EARNEST Partners
EARNEST Partners
Georgia
+$10.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$9.95M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$58.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$19.7M
3
ORIO
Old Republic International (ORI)
Illinois
-$19.5M
4
MWNA
Marshall Wace North America
New York
-$12.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$8.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
351
Citizens Financial Group
Rhode Island
$5K – – –
APA
352
American Portfolios Advisors
New York
$4.72K – – –
JWA
353
JFS Wealth Advisors
Pennsylvania
$4K – – –
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PFSC
355
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SSB
356
Sandy Spring Bank
Maryland
$3K – – –
SA
357
SRH Advisors
Kansas
$3K – – –
WQ
358
Wealth Quarterback
New Jersey
$2.66K +$2.63K +57 New
CTC
359
Central Trust Company
Missouri
$2K – – –
GT
360
Glenmede Trust
Pennsylvania
$2K – – –
OAJ
361
Ogorek Anthony Joseph
New York
$2K – – –
RA
362
Royce & Associates
New York
$2K – – –
TL
363
TrueWealth LLC
Georgia
$2K – – –
AIM
364
Aigen Investment Management
New York
$2K +$1.53K +33 New
PP
365
Pacifica Partners
Canada
$2K +$1.8K +39 New
TSW
366
Thompson Siegel & Walmsley
Virginia
$2K +$1.85K +40 New
WAS
367
Winch Advisory Services
Wisconsin
$1K +$1.16K +25 New
ORIO
368
Old Republic International (ORI)
Illinois
– -$19.5M -433,000 Closed
CIM
369
Cambria Investment Management
California
– -$4.85M -107,882 Closed
Holocene Advisors
370
Holocene Advisors
New York
– -$1.34M -29,851 Closed
USGIU
371
U.S. Global Investors (USGI)
Texas
– -$1.28M -28,460 Closed
TF
372
TIAA FSB
Florida
– -$932K -20,738 Closed
DTL
373
Dynamic Technology Lab
Singapore
– -$903K -20,095 Closed
Wellington Management Group
374
Wellington Management Group
Massachusetts
– -$555K -12,341 Closed
WP
375
WealthSource Partners
California
– -$459K -10,223 Closed
12 13 14
15
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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.