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EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.95M -$120K -2,845 -5%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.94M +$355K +8,414 +18%
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$1.87M +$1.93M +45,705 +610%
XK
104
Xact Kapitalforvaltning
Sweden
$1.78M
DILIC
105
Dai-ichi Life Insurance Company
Japan
$1.74M -$873K -20,667 -30%
NAM
106
Nissay Asset Management
Japan
$1.73M +$28.4K +672 +1%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$1.7M +$2.05M +48,432 New
JG
108
Jefferies Group
New York
$1.65M +$938K +22,196 +90%
SW
109
SVB Wealth
Massachusetts
$1.64M
UH
110
Unigestion Holding
Switzerland
$1.61M +$749K +17,729 +63%
TIM
111
Triad Investment Management
California
$1.6M +$1.93M +45,592 New
BA
112
Bridgewater Associates
Connecticut
$1.6M +$1.92M +45,371 New
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$1.58M -$9.51K -225 -0.5%
SCA
114
Secor Capital Advisors
New York
$1.58M +$1.89M +44,835 New
PDN
115
Pensionfund DSM Netherlands
Netherlands
$1.53M
Federated Hermes
116
Federated Hermes
Pennsylvania
$1.52M -$364K -8,619 -17%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$1.51M -$1.71M -40,530 -49%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.46M -$93K -2,200 -5%
ECM
119
ExodusPoint Capital Management
New York
$1.43M +$1.71M +40,550 New
EAM
120
Eukles Asset Management
Ohio
$1.42M +$1.7M +40,284 New
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$1.39M -$769K -18,200 -31%
ACI
122
AMP Capital Investors
Australia
$1.39M +$469K +11,107 +38%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$1.38M -$20.8K -492 -1%
CT
124
Coastline Trust
Rhode Island
$1.38M
GLA
125
Great Lakes Advisors
Illinois
$1.31M +$61.5K +1,456 +4%

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.