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EV

Eaton Vance Corp.
EV

Delisted

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

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: 346371 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$1.61M +$352K +7,612 +28%
JG
127
Jefferies Group
New York
$1.6M +$1.59M +34,322 New
SOMRS
128
State of Michigan Retirement System
Michigan
$1.55M +$23.1K +500 +2%
Citadel Advisors
129
Citadel Advisors
Florida
$1.55M -$58.4M -1,263,829 -97%
BPWA
130
Beacon Pointe Wealth Advisors
California
$1.51M +$1.5M +32,354 New
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$1.51M +$3.84K +83 +0.3%
GF
132
Gabelli Funds
New York
$1.49M -$46.2K -1,000 -3%
AIP
133
Ameritas Investment Partners
Nebraska
$1.49M
RJFSA
134
Raymond James Financial Services Advisors
Florida
$1.49M +$96K +2,076 +7%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$1.48M +$8.23K +178 +0.6%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$1.41M +$322K +6,973 +30%
ARTA
137
A.R.T. Advisors
New York
$1.41M -$319K -6,900 -19%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$1.38M +$9.89K +214 +0.7%
OAM
139
Oppenheimer Asset Management
New York
$1.35M -$10.1K -218 -0.7%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$1.35M +$392K +8,486 +42%
THWM
141
Taylor Hoffman Wealth Management
Virginia
$1.33M +$56.3K +1,217 +4%
SCI
142
S&CO Inc
Massachusetts
$1.33M
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.28M +$9.25K +200 +0.7%
GIBU
144
Gulf International Bank (UK)
United Kingdom
$1.27M -$30.1K -650 -2%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$1.24M +$510K +11,029 +71%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$1.24M -$7.86K -170 -0.6%
SIM
147
Spark Investment Management
New York
$1.2M
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$1.19M -$265K -5,738 -19%
AB
149
Amalgamated Bank
New York
$1.19M +$111K +2,398 +10%
YMRC
150
Yorktown Management & Research Company
Virginia
$1.19M

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.