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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
Prudential Financial
51
Prudential Financial
New Jersey
$6.41M +$2.05M +48,637 +36%
Citadel Advisors
52
Citadel Advisors
Florida
$6.4M -$21.4M -506,988 -74%
JA
53
JLB & Associates
Michigan
$6.09M -$405K -9,595 -5%
AQR Capital Management
54
AQR Capital Management
Connecticut
$6.02M -$225K -5,331 -3%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$5.9M
GC
56
Grimes & Company
Massachusetts
$5.79M -$172K -4,080 -2%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$5.67M -$461K -10,900 -6%
WBC
58
Westpac Banking Corp
Australia
$5.6M +$1.73M +40,900 +35%
PP
59
Paloma Partners
Connecticut
$5.37M +$5.69M +134,561 +747%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$5.32M -$61K -1,444 -0.9%
Canada Life
61
Canada Life
Manitoba, Canada
$5.08M +$667K +15,777 +11%
TA
62
Teachers Advisors
New York
$4.96M +$519K +12,295 +10%
UBS Group
63
UBS Group
Switzerland
$4.75M +$1.34M +31,810 +31%
Barclays
64
Barclays
United Kingdom
$4.65M +$2.16M +51,129 +63%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.37M -$2.4M -56,839 -32%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$4.18M -$2.53M -59,777 -33%
MWM
67
Modera Wealth Management
New Jersey
$3.78M -$728K -17,223 -14%
CSS
68
Cubist Systematic Strategies
Connecticut
$3.77M +$4.52M +107,040 New
GW
69
GW & Wade
Massachusetts
$3.71M +$11.8K +280 +0.3%
CIM
70
Cambria Investment Management
California
$3.67M +$1.06M +24,977 +31%
MOACM
71
Mutual of America Capital Management
New York
$3.61M +$82.6K +1,955 +2%
FCI
72
Financial Counselors Inc
Kansas
$3.22M -$1.01K -24 -0%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$3.21M -$11.6M -273,592 -75%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$3.17M -$9.25K -219 -0.2%
Victory Capital Management
75
Victory Capital Management
Texas
$3.16M -$13.4K -317 -0.4%

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,489 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.