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EV

Eaton Vance Corp.
EV

Delisted

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

337 hedge funds and large institutions have $3.05B invested in Eaton Vance Corp. in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 120 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $3.81M

21% more capital invested

Capital invested by funds: $2.52B → $3.05B (+$532M)

9% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 57

1% more funds holding

Funds holding: 334337 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 120

Holders
337
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
103
Reduced
120
Closed
57
Calls
$5.94M
Puts
$3.81M
Net Calls
+$2.13M
Net Calls Change
-$890K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
101
JGP Wealth Management
Oregon
$2.46M +$178K +4,894 +8%
NIM
102
Northeast Investment Management
Massachusetts
$2.45M -$36.4K -1,000 -2%
MSA
103
Mason Street Advisors
Wisconsin
$2.41M +$82K +2,253 +4%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$2.37M +$232K +6,366 +12%
UBS Group
105
UBS Group
Switzerland
$2.27M +$558K +15,327 +35%
SAM
106
Storebrand Asset Management
Norway
$2.21M -$1.09M -30,000 -34%
FCI
107
Financial Counselors Inc
Kansas
$2.18M +$76.7K +2,107 +4%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$2.08M +$1.97M +53,988 New
Point72 Asset Management
109
Point72 Asset Management
Connecticut
$1.95M +$459K +12,598 +33%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.9M -$415K -11,393 -19%
KeyBank National Association
111
KeyBank National Association
Ohio
$1.88M
Franklin Resources
112
Franklin Resources
California
$1.78M +$25.2K +691 +1%
SW
113
SVB Wealth
Massachusetts
$1.76M
GLA
114
Great Lakes Advisors
Illinois
$1.76M +$9.9K +272 +0.6%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.63M -$500K -13,730 -25%
SFI
116
Susquehanna Fundamental Investments
Pennsylvania
$1.6M +$1.51M +41,521 New
SOMRS
117
State of Michigan Retirement System
Michigan
$1.6M +$366K +10,064 +32%
CT
118
Coastline Trust
Rhode Island
$1.57M +$114K +3,140 +8%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$1.57M -$120K -3,290 -7%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.56M +$1.47M +40,418 New
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$1.56M +$1.07M +29,285 +264%
NMIMC
122
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M +$12.5K +342 +0.9%
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$1.44M -$1.27M -34,791 -48%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$1.41M -$924K -25,390 -41%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$1.4M -$43.7K -1,200 -3%

EV Hedge Fund Activity: Q2 2020 in Review

337 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2020, worth a combined $3.05B — up 21% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EV positions and 57 closed out — a net gain of 5 holders — while 103 added to existing stakes and 120 trimmed.

The largest buyer was Capital International Investors, adding an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $72.9M.

  • 337 institutional investors held Eaton Vance Corp. (EV) as of Q2 2020, up from 334 in Q1 2020.
  • Funds reported $3.05B of Eaton Vance Corp. stock for Q2 2020, up 21% quarter-over-quarter.
  • 62 funds opened new Eaton Vance Corp. positions in Q2 2020 and 57 closed out, a net change of +5 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2020 was Capital International Investors, an estimated $36.8M added.
  • The largest Eaton Vance Corp. seller in Q2 2020 was BlackRock, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2020.