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EV

Eaton Vance Corp.
EV

Delisted

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

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334 hedge funds and large institutions have $2.52B invested in Eaton Vance Corp. in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 111 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $689K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 111

10% less funds holding

Funds holding: 371 → 334 (-37)

32% less capital invested

Capital invested by funds: $3.7B → $2.52B (-$1.18B)

44% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 73

Holders
334
Holders Change
-37
Holders Change %
-9.97%
% of All Funds
7.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
104
Reduced
111
Closed
73
Calls
$3.71M
Puts
$689K
Net Calls
+$3.02M
Net Calls Change
-$1.43M

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$15.5M
2
EARNEST Partners
EARNEST Partners
Georgia
+$11.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.84M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.63M
5
Wells Fargo
Wells Fargo
California
+$6.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.6M
2
Millennium Management
Millennium Management
New York
-$12.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$10.2M
4
State Street
State Street
Massachusetts
-$9.36M
5
Goldman Sachs
Goldman Sachs
New York
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.75M – – –
AG
77
Aperio Group
California
$2.74M -$23.4K -551 -0.6%
Prudential Financial
78
Prudential Financial
New Jersey
$2.67M +$168K +3,960 +5%
Capital International Investors
79
Capital International Investors
California
$2.58M +$3.39M +79,952 New
TIM
80
Triad Investment Management
California
$2.51M -$112K -2,632 -3%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.49M +$3.29M +77,586 New
RJA
82
Raymond James & Associates
Florida
$2.48M +$137K +3,235 +4%
Victory Capital Management
83
Victory Capital Management
Texas
$2.37M +$1.52M +35,849 +96%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$2.34M +$1.56M +36,794 +103%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$2.33M +$374K +8,807 +14%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$2.33M +$1.98M +46,778 +185%
Comerica Bank
87
Comerica Bank
Texas
$2.23M -$20.5K -483 -0.7%
Brown Advisory
88
Brown Advisory
Maryland
$2.17M -$162K -3,818 -5%
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$2.17M +$87K +2,050 +3%
Millennium Management
90
Millennium Management
New York
$2.15M -$12.6M -295,888 -82%
MIM
91
MetLife Investment Management
New Jersey
$2.09M – – –
NIM
92
Northeast Investment Management
Massachusetts
$2.08M -$18K -425 -0.7%
SEI Investments
93
SEI Investments
Pennsylvania
$2.08M -$168K -3,970 -6%
JWM
94
JGP Wealth Management
Oregon
$2.07M +$356K +8,384 +16%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$2.04M -$2.09M -49,313 -44%
Stifel Financial
96
Stifel Financial
Missouri
$2.01M -$811K -19,115 -23%
Holocene Advisors
97
Holocene Advisors
New York
$1.97M +$2.59M +61,079 New
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.96M +$152K +3,579 +6%
ACI
99
AMP Capital Investors
Australia
$1.96M -$999K -23,560 -29%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$1.95M -$1.4M -32,929 -35%
2 3
4
5 6

EV Hedge Fund Activity: Q1 2020 in Review

334 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2020, worth a combined $2.52B — down 32% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of EV and 41 opened new positions — a net loss of 32 holders — while 111 trimmed existing stakes and 104 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $13.6M.

  • 334 institutional investors held Eaton Vance Corp. (EV) as of Q1 2020, down from 371 in Q4 2019.
  • Funds reported $2.52B of Eaton Vance Corp. stock for Q1 2020, down 32% quarter-over-quarter.
  • 41 funds opened new Eaton Vance Corp. positions in Q1 2020 and 73 closed out, a net change of -32 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2020 was Fidelity International, an estimated $15.5M added.
  • The largest Eaton Vance Corp. seller in Q1 2020 was BlackRock, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2020.