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EV

Eaton Vance Corp.
EV

Delisted

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

346 hedge funds and large institutions have $3.69B invested in Eaton Vance Corp. in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$311M)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

0% less funds holding

Funds holding: 347346 (-1)

46% less call options, than puts

Call options by funds: $7M | Put options by funds: $13M

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
8.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
122
Reduced
112
Closed
39
Calls
$7M
Puts
$13M
Net Calls
-$6.04M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$3.19M +$31.2K +703 +1%
CCM
102
Cadence Capital Management
Massachusetts
$2.95M -$140K -3,157 -5%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$2.87M -$252K -5,686 -8%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$2.86M +$2.83M +63,708 New
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$2.67M -$4.7K -106 -0.2%
Federated Hermes
106
Federated Hermes
Pennsylvania
$2.62M -$178K -4,005 -6%
ASRS
107
Arizona State Retirement System
Arizona
$2.57M +$65.1K +1,469 +3%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M -$21K -474 -0.8%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$2.46M +$26.6K +600 +1%
MSA
110
Mason Street Advisors
Wisconsin
$2.44M +$56.9K +1,282 +2%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$2.38M -$6.56K -148 -0.3%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$2.37M -$263K -5,939 -10%
MERSOM
113
Municipal Employees' Retirement System of Michigan
Michigan
$2.36M +$24.4K +550 +1%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$2.36M -$278K -6,271 -11%
LMGAM
115
Liberty Mutual Group Asset Management
Massachusetts
$2.33M -$66K -1,489 -3%
BCIM
116
British Columbia Investment Management
British Columbia, Canada
$2.27M +$474K +10,692 +27%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$2.25M -$443K -10,000 -17%
XK
118
Xact Kapitalforvaltning
Sweden
$2.25M -$222 -5 -0%
WF
119
Welch & Forbes
Massachusetts
$2.21M
Barclays
120
Barclays
United Kingdom
$2.19M -$251K -5,662 -10%
AG
121
Aperio Group
California
$2.16M -$291K -6,563 -12%
AAM
122
Advisors Asset Management
Colorado
$2.15M +$225K +5,081 +12%
SW
123
SVB Wealth
Massachusetts
$2.1M -$12K -270 -0.6%
SOMRS
124
State of Michigan Retirement System
Michigan
$2.1M +$39.9K +900 +2%
GF
125
Gabelli Funds
New York
$1.98M

EV Hedge Fund Activity: Q1 2017 in Review

346 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2017, worth a combined $3.69B — up 9.2% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 39 closed out — a net gain of 7 holders — while 122 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q1 2017, down from 347 in Q4 2016.
  • Funds reported $3.69B of Eaton Vance Corp. stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q1 2017 and 39 closed out, a net change of +7 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2017 was BlackRock, an estimated $469M added.
  • The largest Eaton Vance Corp. seller in Q1 2017 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2017.