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EV

Eaton Vance Corp.
EV

Delisted

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

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: 346371 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$19.6M -$512K -11,068 -3%
UBS AM
27
UBS AM
Illinois
$18.9M +$2.22M +48,053 +13%
Morgan Stanley
28
Morgan Stanley
New York
$18.6M +$7.18M +155,237 +64%
Invesco
29
Invesco
Georgia
$18.6M +$226K +4,881 +1%
EVM
30
Eaton Vance Management
Massachusetts
$18.3M +$240K +5,187 +1%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$17.9M -$19.7M -425,069 -53%
ProShare Advisors
32
ProShare Advisors
Maryland
$17.3M +$1.78M +38,526 +12%
Millennium Management
33
Millennium Management
New York
$16.9M -$451K -9,746 -3%
First Trust Advisors
34
First Trust Advisors
Illinois
$16.5M +$3.25M +70,360 +25%
N
35
Nuveen
North Carolina
$15.4M -$4.17M -90,253 -22%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$14.5M +$798K +17,268 +6%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$13.5M +$10.9M +235,662 +440%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$12.4M +$838K +18,123 +7%
CS
39
Credit Suisse
Switzerland
$11.9M +$4.67M +101,072 +66%
GIA
40
Gateway Investment Advisers
Ohio
$10.3M +$702K +15,181 +7%
AIG
41
American International Group
New York
$10.2M +$69.5K +1,504 +0.7%
JA
42
JLB & Associates
Michigan
$9.84M +$37.4K +808 +0.4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$9.31M +$236K +5,102 +3%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$7.95M -$356K -7,694 -4%
GW
45
GW & Wade
Massachusetts
$7.85M -$861K -18,621 -10%
UBS Group
46
UBS Group
Switzerland
$7.59M +$1.72M +37,178 +30%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$7.53M
Two Sigma Investments
48
Two Sigma Investments
New York
$7.51M +$4.03M +87,104 +118%
Man Group
49
Man Group
United Kingdom
$7.49M -$1.48M -32,035 -17%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.42M -$416K -8,992 -5%

EV Hedge Fund Activity: Q4 2019 in Review

371 of the 5,075 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.