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EV

Eaton Vance Corp.
EV

Delisted

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

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321 hedge funds and large institutions have $2.94B invested in Eaton Vance Corp. in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 97

28% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.27M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $3.05B → $2.94B (-$113M)

5% less funds holding

Funds holding: 337 → 321 (-16)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
127
Reduced
97
Closed
49
Calls
$4.18M
Puts
$3.27M
Net Calls
+$915K
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$21.9M
2
Millennium Management
Millennium Management
New York
+$17.8M
3
BTW
Boston Trust Walden
Massachusetts
+$9.7M
4
SO
STRS Ohio
Ohio
+$9.52M
5
CCM
Channing Capital Management
Illinois
+$8.32M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.8M
2
State Street
State Street
Massachusetts
-$20.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$17.7M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
351
Synovus Financial
Georgia
– -$161K -4,164 Closed
M
352
Mirova
France
– -$143K -3,702 Closed
NIT
353
NumerixS Investment Technologies
British Columbia, Canada
– -$111K -2,863 Closed
PAG
354
Private Advisor Group
New Jersey
– -$110K -2,854 Closed
OCM
355
Ovata Capital Management
Hong Kong
– -$57K -646 Closed
FMT
356
First Mercantile Trust
Tennessee
– -$18K -475 Closed
AWM
357
Apollon Wealth Management
South Carolina
– -$15K -381 Closed
OPS
358
Orion Portfolio Solutions
Nebraska
– -$14K -360 Closed
BFIM
359
Beese Fulmer Investment Management
Ohio
– -$12K -300 Closed
PWP
360
Principle Wealth Partners
Connecticut
– -$10K -271 Closed
CT
361
Caldwell Trust
Florida
– -$8.49K -220 Closed
RFA
362
Reilly Financial Advisors
California
– -$6K -155 Closed
CAGAS
363
Capital Advisory Group Advisory Services
Minnesota
– -$4K -111 Closed
HS
364
Horan Securities
United States
– -$2K -56 Closed
CFG
365
Citizens Financial Group
Rhode Island
– -$2K -55 Closed
RA
366
Royce & Associates
New York
– -$1K -35 Closed
FAF
367
Fjarde Ap-fonden
Sweden
– -$1K -34 Closed
11 12 13 14
15

EV Hedge Fund Activity: Q3 2020 in Review

321 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2020, worth a combined $2.94B — down 3.7% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EV and 34 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $21.9M. The largest seller was Janus Henderson Group, cutting an estimated $31.8M.

  • 321 institutional investors held Eaton Vance Corp. (EV) as of Q3 2020, down from 337 in Q2 2020.
  • Funds reported $2.94B of Eaton Vance Corp. stock for Q3 2020, down 3.7% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Corp. positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2020 was Citadel Advisors, an estimated $21.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2020 was Janus Henderson Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.