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EV

Eaton Vance Corp.
EV

Delisted

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

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293 hedge funds and large institutions have $3.82B invested in Eaton Vance Corp. in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $911K | Put options by funds: $244K

3% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 307 → 293 (-14)

13% less capital invested

Capital invested by funds: $4.4B → $3.82B (-$589M)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
108
Reduced
105
Closed
35
Calls
$911K
Puts
$244K
Net Calls
+$667K
Net Calls Change
+$979K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$49.6M
2
VVP
Vulcan Value Partners
Alabama
+$29.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
RP
Reinhart Partners
Wisconsin
+$6.17M
5
Northern Trust
Northern Trust
Illinois
+$5.75M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$61.5M
2
BAMCO Inc
BAMCO Inc
New York
-$24.7M
3
OAM
Origin Asset Management
United Kingdom
-$18.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$13.3M
5
KCM
Kornitzer Capital Management
Kansas
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$4.25M +$430K +11,158 +11%
First Trust Advisors
77
First Trust Advisors
Illinois
$4.15M +$3.07M +79,655 +273%
Renaissance Technologies
78
Renaissance Technologies
New York
$4.1M +$4.14M +107,500 New
APG Asset Management
79
APG Asset Management
Netherlands
$4.1M – – –
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$4.09M +$117K +3,042 +3%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$4.02M +$1.06M +27,430 +35%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$4.02M – – –
Prudential Financial
83
Prudential Financial
New Jersey
$3.94M +$1.03M +26,600 +35%
Comerica Bank
84
Comerica Bank
Texas
$3.63M +$62.9K +1,633 +2%
HAIM
85
Hunter Associates Investment Management
Pennsylvania
$3.6M +$34.7K +900 +1%
AllianceBernstein
86
AllianceBernstein
Tennessee
$3.48M -$210K -5,440 -6%
Morgan Stanley
87
Morgan Stanley
New York
$3.46M -$5.14M -133,435 -60%
KeyBank National Association
88
KeyBank National Association
Ohio
$3.29M -$119K -3,090 -3%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$3.27M +$5.78K +150 +0.2%
AQR Capital Management
90
AQR Capital Management
Connecticut
$3.12M +$2.58M +66,900 +452%
RA
91
Royce & Associates
New York
$3.09M – – –
SMM
92
Stadion Money Management
Georgia
$3.01M +$273K +7,088 +10%
ASRS
93
Arizona State Retirement System
Arizona
$3M -$270K -7,000 -8%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$2.95M +$132K +3,418 +5%
WHG
95
Westwood Holdings Group
Texas
$2.94M +$1.73M +44,900 +139%
SCM
96
Stux Capital Management
New York
$2.92M +$378K +9,800 +15%
MOACM
97
Mutual of America Capital Management
New York
$2.91M +$148K +3,836 +5%
TA
98
Teachers Advisors
New York
$2.83M +$4.86K +126 +0.2%
Asset Management One
99
Asset Management One
Japan
$2.81M +$2.19M +56,790 +336%
BTS
100
BB&T Securities
Virginia
$2.8M -$14K -363 -5%
2 3
4
5 6

EV Hedge Fund Activity: Q1 2014 in Review

293 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2014, worth a combined $3.82B — down 13% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of EV and 24 opened new positions — a net loss of 11 holders — while 105 trimmed existing stakes and 108 added.

The largest buyer was Citadel Advisors, adding an estimated $49.6M. The largest seller was Jennison Associates, cutting an estimated $61.5M.

  • 293 institutional investors held Eaton Vance Corp. (EV) as of Q1 2014, down from 307 in Q4 2013.
  • Funds reported $3.82B of Eaton Vance Corp. stock for Q1 2014, down 13% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Corp. positions in Q1 2014 and 35 closed out, a net change of -11 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2014 was Citadel Advisors, an estimated $49.6M added.
  • The largest Eaton Vance Corp. seller in Q1 2014 was Jennison Associates, an estimated $61.5M sold.

Based on aggregated 13F filings for Q1 2014.