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EV

Eaton Vance Corp.
EV

Delisted

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

302 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,794% more call options, than puts

Call options by funds: $966K | Put options by funds: $51K

5% more capital invested

Capital invested by funds: $3.53B → $3.7B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

3% less funds holding

Funds holding: 312302 (-10)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
302
Holders Change
-10
Holders Change %
-3.21%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
107
Reduced
107
Closed
33
Calls
$966K
Puts
$51K
Net Calls
+$915K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BRCM
151
Bright Rock Capital Management
Massachusetts
$1.18M
RA
152
Rational Advisors
New York
$1.18M -$662K -16,000 -36%
GCP
153
GSA Capital Partners
United Kingdom
$1.17M +$723K +17,474 +164%
GLA
154
Great Lakes Advisors
Illinois
$1.16M +$73.4K +1,773 +7%
RFC
155
Regions Financial Corp
Alabama
$1.16M -$12.9K -312 -1%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$1.12M +$1.11M +26,900 New
AAM
157
Aston Asset Management
Illinois
$1.09M -$27.5K -664 -2%
M&T Bank
158
M&T Bank
New York
$1.06M -$37.7K -912 -3%
IIM
159
Ipswich Investment Management
Massachusetts
$1.06M -$10.3K -250 -1%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$994K +$987K +23,860 New
HighTower Advisors
161
HighTower Advisors
Illinois
$957K -$2.85K -69 -0.3%
FCH
162
Freestone Capital Holdings
Washington
$910K -$53.8K -1,301 -6%
BF
163
BOK Financial
Oklahoma
$902K +$325K +7,842 +57%
URS
164
Utah Retirement Systems
Utah
$891K +$29K +700 +3%
EGM
165
Engineers Gate Manager
New York
$873K +$510K +12,312 +142%
PWLP
166
Prio Wealth Limited Partnership
Massachusetts
$851K
Canada Life
167
Canada Life
Manitoba, Canada
$844K
SCA
168
Sippican Capital Advisors
Massachusetts
$833K -$21.3K -515 -3%
CCM
169
Cadence Capital Management
Massachusetts
$822K -$76.7K -1,853 -9%
AIM
170
abrdn Investment Management
United Kingdom
$771K +$281K +6,802 +58%
FIM
171
Freedom Investment Management
Connecticut
$768K +$17K +410 +2%
PA
172
Profund Advisors
Maryland
$751K +$85K +2,054 +13%
Fiera Capital (Canada)
173
Fiera Capital (Canada)
Quebec, Canada
$742K
AIP
174
Ameritas Investment Partners
Nebraska
$741K +$17.3K +417 +2%
SAG
175
Sterne Agee Group
Alabama
$729K -$32.2K -778 -4%

EV Hedge Fund Activity: Q1 2015 in Review

302 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2015, worth a combined $3.7B — up 5% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EV and 27 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 107 added.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $130M. The largest seller was Herndon Capital Management, cutting an estimated $16.8M.

  • 302 institutional investors held Eaton Vance Corp. (EV) as of Q1 2015, down from 312 in Q4 2014.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q1 2015, up 5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q1 2015 and 33 closed out, a net change of -6 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2015 was York Capital Management Global Advisors, an estimated $130M added.
  • The largest Eaton Vance Corp. seller in Q1 2015 was Herndon Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2015.