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EV

Eaton Vance Corp.
EV

Delisted

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

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321 hedge funds and large institutions have $2.94B invested in Eaton Vance Corp. in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 97

28% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.27M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $3.05B → $2.94B (-$113M)

5% less funds holding

Funds holding: 337 → 321 (-16)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
127
Reduced
97
Closed
49
Calls
$4.18M
Puts
$3.27M
Net Calls
+$915K
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$21.9M
2
Millennium Management
Millennium Management
New York
+$17.8M
3
BTW
Boston Trust Walden
Massachusetts
+$9.7M
4
SO
STRS Ohio
Ohio
+$9.52M
5
CCM
Channing Capital Management
Illinois
+$8.32M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.8M
2
State Street
State Street
Massachusetts
-$20.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$17.7M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Storebrand Asset Management
Norway
$2.13M -$59.2K -1,549 -3%
FCI
102
Financial Counselors Inc
Kansas
$2.13M -$25K -654 -1%
Franklin Resources
103
Franklin Resources
California
$2M +$212K +5,543 +12%
Holocene Advisors
104
Holocene Advisors
New York
$1.89M -$1.06M -27,686 -36%
GLA
105
Great Lakes Advisors
Illinois
$1.83M +$87.6K +2,290 +5%
KeyBank National Association
106
KeyBank National Association
Ohio
$1.82M -$32.5K -850 -2%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.8M -$76.6K -2,003 -4%
SW
108
SVB Wealth
Massachusetts
$1.74M – – –
AIP
109
Ameritas Investment Partners
Nebraska
$1.59M +$337K +8,819 +27%
SOMRS
110
State of Michigan Retirement System
Michigan
$1.59M +$3.82K +100 +0.2%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$1.57M +$432K +11,305 +38%
CT
112
Coastline Trust
Rhode Island
$1.57M +$13.6K +355 +0.9%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$1.55M +$172K +4,500 +12%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$1.55M -$1.53K -40 -0.1%
NMIMC
115
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M – – –
ACI
116
AMP Capital Investors
Australia
$1.5M -$1.54M -40,377 -51%
APG Asset Management
117
APG Asset Management
Netherlands
$1.5M +$376K +9,845 +27%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.49M -$115K -3,017 -7%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$1.46M +$591K +15,445 +68%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.4M +$478K +12,490 +52%
BAM
121
Blueshift Asset Management
New Jersey
$1.37M +$51.9K +1,356 +4%
OSIA
122
O'Shares Investment Advisers
Massachusetts
$1.36M +$797K +20,856 +142%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$1.32M +$326K +8,515 +33%
CSS
124
Cubist Systematic Strategies
Connecticut
$1.31M -$4.03M -105,266 -75%
ASRS
125
Arizona State Retirement System
Arizona
$1.31M +$328K +8,587 +33%
3 4
5
6 7

EV Hedge Fund Activity: Q3 2020 in Review

321 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2020, worth a combined $2.94B — down 3.7% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EV and 34 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $21.9M. The largest seller was Janus Henderson Group, cutting an estimated $31.8M.

  • 321 institutional investors held Eaton Vance Corp. (EV) as of Q3 2020, down from 337 in Q2 2020.
  • Funds reported $2.94B of Eaton Vance Corp. stock for Q3 2020, down 3.7% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Corp. positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2020 was Citadel Advisors, an estimated $21.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2020 was Janus Henderson Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.