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EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$20.5M -$17K -402 -0.1%
Invesco
27
Invesco
Georgia
$20.3M +$5.69M +134,758 +31%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$18.3M +$1.7M +40,300 +8%
Principal Financial Group
29
Principal Financial Group
Iowa
$18.1M -$684K -16,200 -3%
ORIO
30
Old Republic International (ORI)
Illinois
$17.7M +$7.65M +181,000 +56%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$17.1M +$3.53M +83,623 +20%
Morgan Stanley
32
Morgan Stanley
New York
$14.4M +$1.86M +43,948 +12%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$13.4M +$15.3M +361,685 +1,917%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$13.2M +$15.4M +364,100 +3,594%
UBS AM
35
UBS AM
Illinois
$12.2M +$158K +3,741 +1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$11.7M +$3.25M +76,981 +30%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$10.2M +$7.46M +176,658 +158%
Legal & General Group
38
Legal & General Group
United Kingdom
$9.94M +$1.19M +28,259 +11%
TCIM
39
TIAA CREF Investment Management
New York
$9.94M -$548K -12,964 -4%
GIA
40
Gateway Investment Advisers
Ohio
$9.74M +$714K +16,891 +6%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9.31M +$11.2M +264,533 +124,194%
AIG
42
American International Group
New York
$8.52M -$246K -5,819 -2%
ProShare Advisors
43
ProShare Advisors
Maryland
$7.95M +$2.27M +53,808 +31%
AllianceBernstein
44
AllianceBernstein
Tennessee
$7.34M +$5.7M +134,858 +182%
CM
45
Capital Management
Virginia
$7.22M +$388K +9,178 +5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$7.17M -$396K -9,369 -4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$6.95M -$20.3K -481 -0.2%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.93M -$1.04M -24,550 -11%
CS
49
Credit Suisse
Switzerland
$6.92M +$510K +12,075 +7%
Asset Management One
50
Asset Management One
Japan
$6.8M -$413K -9,764 -5%

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.