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EV

Eaton Vance Corp.
EV

Delisted

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

374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
151
BBVA USA Bancshares
Texas
$1.65M -$12.7K -240 -0.8%
LMGAM
152
Liberty Mutual Group Asset Management
Massachusetts
$1.65M -$46.9K -887 -3%
US Bancorp
153
US Bancorp
Minnesota
$1.62M -$6.99K -132 -0.5%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.61M +$1.51M +28,500 New
MA
155
Montag & Associates
Georgia
$1.6M -$233K -4,400 -13%
RJA
156
Raymond James & Associates
Florida
$1.58M +$81.1K +1,533 +6%
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$1.57M +$406K +7,662 +38%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$1.47M +$40K +755 +3%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$1.47M +$13.5K +255 +1%
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$1.45M +$63.4K +1,198 +5%
SLAM
162
Swiss Life Asset Management
$1.44M +$1.35M +25,590 New
TAF
163
Tredje AP-fonden
Sweden
$1.43M +$619K +11,690 +86%
Adage Capital Partners
164
Adage Capital Partners
Massachusetts
$1.41M
HSBC Holdings
165
HSBC Holdings
United Kingdom
$1.4M +$69.3K +1,310 +6%
OAM
166
Oppenheimer Asset Management
New York
$1.39M
Rafferty Asset Management
167
Rafferty Asset Management
New York
$1.38M +$316K +5,968 +32%
AB
168
Amalgamated Bank
New York
$1.33M +$80.1K +1,513 +7%
SAM
169
Shell Asset Management
Netherlands
$1.32M -$20K -377 -2%
SG Americas Securities
170
SG Americas Securities
New York
$1.31M +$19K +359 +2%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$1.3M +$27.4K +517 +2%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$1.27M
BF
173
BOK Financial
Oklahoma
$1.25M -$111K -2,091 -9%
IIM
174
Ipswich Investment Management
Massachusetts
$1.23M -$15.9K -300 -1%
EMG
175
Ellington Management Group
Connecticut
$1.21M +$1.13M +21,400 New

EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.