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EV

Eaton Vance Corp.
EV

Delisted

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

294 hedge funds and large institutions have $3.53B invested in Eaton Vance Corp. in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $3.31B → $3.53B (+$211M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 113

3% less funds holding

Funds holding: 304294 (-10)

11% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3.09M

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
294
Holders Change
-10
Holders Change %
-3.29%
% of All Funds
9.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
106
Reduced
113
Closed
30
Calls
$2.75M
Puts
$3.09M
Net Calls
-$343K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$8.72M +$93.3K +2,345 +1%
NTCOC
52
Northern Trust Company of Connecticut
Connecticut
$8.55M -$423K -10,633 -5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$8.38M +$267K +6,700 +3%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$8.26M -$118K -2,961 -1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$8.14M -$165K -4,157 -2%
NFA
56
Nationwide Fund Advisors
Ohio
$8.05M +$188K +4,732 +2%
CNAM
57
Campbell Newman Asset Management
Wisconsin
$6.92M -$1.02M -25,550 -13%
BlackRock
58
BlackRock
New York
$6.54M +$1.17M +29,323 +21%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$6.54M +$566K +14,211 +9%
Charles Schwab
60
Charles Schwab
California
$6.05M +$593K +14,912 +11%
MTB
61
Mizuho Trust & Banking
Japan
$6.01M
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$5.78M +$78.5K +1,972 +1%
BJ
63
BlackRock Japan
Japan
$5.71M -$95.2K -2,392 -2%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$5.62M -$364K -9,157 -6%
GC
65
Guggenheim Capital
Illinois
$5.59M -$289K -7,270 -5%
BTW
66
Boston Trust Walden
Massachusetts
$5.51M +$79.6K +1,999 +1%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$5.44M +$5.57M +140,000 New
Morgan Stanley
68
Morgan Stanley
New York
$5.41M -$507K -12,727 -8%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$5.28M +$71.6K +1,800 +1%
TPSF
70
Texas Permanent School Fund
Texas
$4.99M -$305K -7,654 -6%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$4.93M +$1.47M +36,900 +41%
SONJCPFA
72
State of New Jersey Common Pension Fund A
New Jersey
$4.85M
Fidelity Investments
73
Fidelity Investments
Massachusetts
$4.84M -$14.2M -356,200 -74%
JA
74
JLB & Associates
Michigan
$4.71M -$37K -930 -0.8%
Federated Hermes
75
Federated Hermes
Pennsylvania
$4.57M +$2.31K +58 +0%

EV Hedge Fund Activity: Q3 2013 in Review

294 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2013, worth a combined $3.53B — up 6.4% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EV and 23 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 106 added.

The largest buyer was State Street, adding an estimated $28.6M. The largest seller was Fidelity Investments, cutting an estimated $14.2M.

  • 294 institutional investors held Eaton Vance Corp. (EV) as of Q3 2013, down from 304 in Q2 2013.
  • Funds reported $3.53B of Eaton Vance Corp. stock for Q3 2013, up 6.4% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Corp. positions in Q3 2013 and 30 closed out, a net change of -7 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2013 was State Street, an estimated $28.6M added.
  • The largest Eaton Vance Corp. seller in Q3 2013 was Fidelity Investments, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2013.