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EV

Eaton Vance Corp.
EV

Delisted

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

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374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347 → 374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$55.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$55M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$50.6M
4
AAM
Ardevora Asset Management
United Kingdom
+$35.3M
5
BlackRock
BlackRock
New York
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$26.1M
2
Millennium Management
Millennium Management
New York
-$22.2M
3
JIM
Jupiter Investment Management
United Kingdom
-$20.4M
4
JCM
Junto Capital Management
New York
-$19.8M
5
Wells Fargo
Wells Fargo
California
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$30.3M -$2.07M -39,018 -7%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$29.6M +$106K +2,000 +0.4%
Principal Financial Group
28
Principal Financial Group
Iowa
$28.3M +$620K +11,715 +2%
Ameriprise
29
Ameriprise
Minnesota
$26.5M +$702K +13,254 +3%
TCIM
30
TIAA CREF Investment Management
New York
$25.1M -$2.07M -39,174 -8%
Handelsbanken Fonder
31
Handelsbanken Fonder
Sweden
$24.8M +$2.12M +40,000 +10%
Deutsche Bank
32
Deutsche Bank
Germany
$22.8M +$11.8M +223,342 +124%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$21.8M +$1.88M +35,567 +10%
UBS AM
34
UBS AM
Illinois
$18.9M +$377K +7,122 +2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$18.6M -$121K -2,280 -0.7%
ORIO
36
Old Republic International (ORI)
Illinois
$18.1M – – –
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$16M -$333K -6,300 -2%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$15.5M +$704K +13,305 +5%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$14.9M +$6.8M +128,541 +95%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$14.7M +$346K +6,532 +3%
AIG
41
American International Group
New York
$14.2M +$489K +9,234 +4%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$13.4M +$1.31M +24,690 +12%
Legal & General Group
43
Legal & General Group
United Kingdom
$13.2M +$328K +6,197 +3%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$12.7M +$51.8K +979 +0.4%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5M +$1.46M +27,569 +14%
ProShare Advisors
46
ProShare Advisors
Maryland
$12.3M +$202K +3,821 +2%
Canada Life
47
Canada Life
Manitoba, Canada
$12.2M -$395K -7,463 -3%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$12.2M -$6.07M -114,649 -35%
Asset Management One
49
Asset Management One
Japan
$11.6M -$30.4K -574 -0.3%
Ninety One (UK)
50
Ninety One (UK)
United Kingdom
$11.2M +$2.09M +39,578 +25%
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EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.