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EV

Eaton Vance Corp.
EV

Delisted

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

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371 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,166% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $382K

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

7% more funds holding

Funds holding: 346 → 371 (+25)

4% more capital invested

Capital invested by funds: $3.55B → $3.7B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
128
Reduced
107
Closed
24
Calls
$4.84M
Puts
$382K
Net Calls
+$4.46M
Net Calls Change
+$347K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$27.2M
2
Lazard Asset Management
Lazard Asset Management
New York
+$12.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.9M
4
EARNEST Partners
EARNEST Partners
Georgia
+$10.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$9.95M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$58.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$19.7M
3
ORIO
Old Republic International (ORI)
Illinois
-$19.5M
4
MWNA
Marshall Wace North America
New York
-$12.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$8.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
101
Asset Management One
Japan
$2.69M -$64K -1,385 -2%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.67M +$689K +14,896 +35%
FCI
103
Financial Counselors Inc
Kansas
$2.6M -$2.15M -46,465 -45%
Citigroup
104
Citigroup
New York
$2.59M -$291K -6,292 -10%
JWM
105
JGP Wealth Management
Oregon
$2.41M +$260K +5,625 +12%
AAMU
106
Amundi Asset Management US
Massachusetts
$2.39M +$299K +6,468 +14%
CAC
107
Core Alternative Capital
Georgia
$2.34M +$2.32M +50,209 New
Bessemer Group
108
Bessemer Group
New Jersey
$2.31M -$83.2K -1,800 -4%
SM
109
Sciencast Management
New Jersey
$2.18M +$2.17M +46,858 New
SW
110
SVB Wealth
Massachusetts
$2.13M – – –
BAM
111
Blueshift Asset Management
New Jersey
$2.08M +$2.06M +44,637 New
Franklin Resources
112
Franklin Resources
California
$2.08M -$1.56M -33,706 -43%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$2.07M -$236K -5,100 -10%
GLA
114
Great Lakes Advisors
Illinois
$2.06M -$34K -736 -2%
PCM
115
Prana Capital Management
Connecticut
$1.99M +$1.97M +42,692 New
KBC Group
116
KBC Group
Belgium
$1.93M – – –
CT
117
Coastline Trust
Rhode Island
$1.92M +$37.9K +820 +2%
OSIA
118
O'Shares Investment Advisers
Massachusetts
$1.85M +$23.9K +517 +1%
Pacer Advisors
119
Pacer Advisors
Pennsylvania
$1.79M -$189K -4,085 -10%
Federated Hermes
120
Federated Hermes
Pennsylvania
$1.78M +$91K +1,968 +5%
NAM
121
Nissay Asset Management
Japan
$1.76M -$256K -5,527 -13%
BRCM
122
Bright Rock Capital Management
Massachusetts
$1.75M – – –
Victory Capital Management
123
Victory Capital Management
Texas
$1.75M +$9.15K +198 +0.5%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$1.7M -$384K -8,300 -19%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$1.67M -$5.97M -129,208 -78%
3 4
5
6 7

EV Hedge Fund Activity: Q4 2019 in Review

371 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2019, worth a combined $3.7B — up 4.2% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EV positions and 24 closed out — a net gain of 33 holders — while 128 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $58.4M.

  • 371 institutional investors held Eaton Vance Corp. (EV) as of Q4 2019, up from 346 in Q3 2019.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 57 funds opened new Eaton Vance Corp. positions in Q4 2019 and 24 closed out, a net change of +33 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2019 was BlackRock, an estimated $27.2M added.
  • The largest Eaton Vance Corp. seller in Q4 2019 was Citadel Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2019.