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EV

Eaton Vance Corp.
EV

Delisted

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

292 hedge funds and large institutions have $3.24B invested in Eaton Vance Corp. in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 300292 (-8)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

16% less capital invested

Capital invested by funds: $3.85B → $3.24B (-$609M)

26% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 116

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
8.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
86
Reduced
116
Closed
31
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
Placemark Investments
Illinois
$2.25M -$132K -3,525 -6%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$2.15M +$1.39M +37,026 +185%
SOMRS
103
State of Michigan Retirement System
Michigan
$2.12M -$22.5K -600 -1%
WF
104
Welch & Forbes
Massachusetts
$2.12M -$22.5K -600 -1%
LCS
105
Levin Capital Strategies
New York
$2.11M
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$1.98M -$6.31K -168 -0.3%
Invesco
107
Invesco
Georgia
$1.9M -$129K -3,440 -6%
SAM
108
Shell Asset Management
Netherlands
$1.88M -$2.21K -59 -0.1%
N
109
Nuveen
North Carolina
$1.85M +$61.9K +1,649 +3%
CT
110
Coastline Trust
Rhode Island
$1.84M +$174K +4,630 +10%
BPBT
111
Boston Private Bank & Trust
Massachusetts
$1.83M
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$1.79M -$2.16M -57,650 -55%
BFM
113
Boston Financial Management
Massachusetts
$1.79M -$65.6K -1,748 -4%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$1.75M -$135K -3,600 -7%
Asset Management One
115
Asset Management One
Japan
$1.73M -$682K -18,174 -29%
CSS
116
Cubist Systematic Strategies
Connecticut
$1.66M +$1.65M +43,865 New
NLI
117
Nippon Life Insurance
Japan
$1.65M -$581K -15,478 -26%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$1.65M +$75.1K +2,000 +5%
BUB
119
BBVA USA Bancshares
Texas
$1.63M -$21.7K -578 -1%
US Bancorp
120
US Bancorp
Minnesota
$1.62M +$143K +3,821 +10%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.59M -$209K -5,566 -12%
SCI
122
S&CO Inc
Massachusetts
$1.58M
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.54M -$270K -7,200 -15%
IIM
124
Ipswich Investment Management
Massachusetts
$1.52M -$331K -8,830 -18%
GF
125
Gabelli Funds
New York
$1.51M

EV Hedge Fund Activity: Q3 2014 in Review

292 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2014, worth a combined $3.24B — down 16% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EV and 27 opened new positions — a net loss of 4 holders — while 116 trimmed existing stakes and 86 added.

The largest buyer was Guggenheim Capital, adding an estimated $17.1M. The largest seller was BAMCO Inc, cutting an estimated $52.8M.

  • 292 institutional investors held Eaton Vance Corp. (EV) as of Q3 2014, down from 300 in Q2 2014.
  • Funds reported $3.24B of Eaton Vance Corp. stock for Q3 2014, down 16% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q3 2014 and 31 closed out, a net change of -4 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2014 was Guggenheim Capital, an estimated $17.1M added.
  • The largest Eaton Vance Corp. seller in Q3 2014 was BAMCO Inc, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2014.