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EV

Eaton Vance Corp.
EV

Delisted

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

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312 hedge funds and large institutions have $3.53B invested in Eaton Vance Corp. in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $3.04M | Put options by funds: $492K

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $3.24B → $3.53B (+$281M)

7% more funds holding

Funds holding: 292 → 312 (+20)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 106

Holders
312
Holders Change
+20
Holders Change %
+6.85%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
99
Reduced
106
Closed
24
Calls
$3.04M
Puts
$492K
Net Calls
+$2.54M
Net Calls Change
+$2.37M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.6M
2
BHIA
Birch Hill Investment Advisors
Massachusetts
+$15.4M
3
Millennium Management
Millennium Management
New York
+$12M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$11.5M
5
State Street
State Street
Massachusetts
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$39.8M
2
SFM
Systematic Financial Management
New Jersey
-$24.1M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$11.7M
4
Wells Fargo
Wells Fargo
California
-$8.82M
5
FC
Fairpointe Capital
Illinois
-$8.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
101
Federated Hermes
Pennsylvania
$2.48M -$95.3K -2,425 -4%
MSA
102
Mason Street Advisors
Wisconsin
$2.42M -$38.6K -981 -2%
Stifel Financial
103
Stifel Financial
Missouri
$2.41M -$1.15M -29,304 -33%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$2.36M -$117K -2,972 -5%
SOMRS
105
State of Michigan Retirement System
Michigan
$2.3M – – –
LCS
106
Levin Capital Strategies
New York
$2.29M – – –
WF
107
Welch & Forbes
Massachusetts
$2.28M -$19.7K -500 -0.9%
SW
108
SVB Wealth
Massachusetts
$2.25M +$2.16M +54,849 New
Invesco
109
Invesco
Georgia
$2.19M +$122K +3,108 +6%
FMII
110
Farmers & Merchants Investments Inc
Nebraska
$2.16M +$17.6K +447 +0.9%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.1M +$356K +9,046 +21%
CT
112
Coastline Trust
Rhode Island
$2.1M +$89.1K +2,267 +5%
BPBT
113
Boston Private Bank & Trust
Massachusetts
$2.09M +$104K +2,650 +5%
AQR Capital Management
114
AQR Capital Management
Connecticut
$2.03M +$1.16M +29,449 +147%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$2.01M -$305K -7,761 -14%
FCI
116
Financial Counselors Inc
Kansas
$1.98M -$538K -13,689 -22%
BFM
117
Boston Financial Management
Massachusetts
$1.94M – – –
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$1.92M -$20.4K -520 -1%
NLI
119
Nippon Life Insurance
Japan
$1.9M +$108K +2,753 +6%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$1.9M – – –
AL
121
Airain Ltd
Guernsey
$1.86M +$375K +9,545 +27%
SAM
122
Shell Asset Management
Netherlands
$1.85M -$185K -4,715 -9%
RA
123
Rational Advisors
New York
$1.81M +$1.74M +44,250 New
US Bancorp
124
US Bancorp
Minnesota
$1.76M +$5.7K +145 +0.3%
SCI
125
S&CO Inc
Massachusetts
$1.71M – – –
3 4
5
6 7

EV Hedge Fund Activity: Q4 2014 in Review

312 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2014, worth a combined $3.53B — up 8.6% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $20.6M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $39.8M sold.

  • 312 institutional investors held Eaton Vance Corp. (EV) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $3.53B of Eaton Vance Corp. stock for Q4 2014, up 8.6% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q4 2014 and 24 closed out, a net change of +22 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2014 was Fidelity Investments, an estimated $20.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2014 was Kayne Anderson Rudnick Investment Management, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2014.