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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
CT
51
Cambridge Trust
Massachusetts
$11.2M +$389K +7,345 +4%
CS
52
Credit Suisse
Switzerland
$11.2M -$1.7M -32,090 -14%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$11.1M -$159K -3,000 -2%
TCGI
54
Three Corner Global Investors
New York
$11M -$3.08M -58,100 -23%
HighTower Advisors
55
HighTower Advisors
Illinois
$10.4M +$37.7K +713 +0.4%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$10.2M +$1.84M +34,744 +24%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$123K -2,325 -1%
GC
58
Grimes & Company
Massachusetts
$10M -$208K -3,939 -2%
AQR Capital Management
59
AQR Capital Management
Connecticut
$9.95M -$283K -5,339 -3%
Prudential Financial
60
Prudential Financial
New Jersey
$9.77M -$61.7K -1,166 -0.7%
JA
61
JLB & Associates
Michigan
$9.75M +$391K +7,380 +4%
UBS Group
62
UBS Group
Switzerland
$9.65M +$1.38M +26,109 +18%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$9.64M – – –
HI
64
Handelsinvest Investeringsforvaltning
Denmark
$9.02M +$704K +13,300 +9%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$8.61M +$229K +4,322 +3%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$8.46M +$1.06M +20,000 +15%
Renaissance Technologies
67
Renaissance Technologies
New York
$8.38M +$7.87M +148,600 New
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$8.21M +$6.89M +130,100 +845%
GIA
69
Gateway Investment Advisers
Ohio
$8.04M -$3.44M -64,958 -31%
CM
70
Capital Management
Virginia
$7.88M -$210K -3,970 -3%
WI
71
WBI Investments
New Jersey
$7.72M -$7.94M -150,060 -52%
MWM
72
Modera Wealth Management
New Jersey
$7.38M -$70.3K -1,328 -1%
JIM
73
Jupiter Investment Management
United Kingdom
$7.06M -$20.4M -384,781 -75%
GW
74
GW & Wade
Massachusetts
$7M -$14.3K -270 -0.2%
TA
75
Teachers Advisors
New York
$6.73M +$177K +3,341 +3%
1 2
3
4 5

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.