We are live on ! Find out more
EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
151
Quantbot Technologies
New York
$866K +$487K +11,527 +88%
US Bancorp
152
US Bancorp
Minnesota
$860K -$73.1K -1,729 -7%
Holocene Advisors
153
Holocene Advisors
New York
$860K +$46.4K +1,099 +5%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$841K -$169K -4,000 -14%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$839K +$437K +10,348 +77%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$833K +$247K +5,849 +33%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$833K +$356K +8,419 +55%
ACM
158
AlphaCrest Capital Management
New York
$823K +$989K +23,400 New
USAA
159
United Services Automobile Association
Texas
$797K
Verition Fund Management
160
Verition Fund Management
Connecticut
$783K -$270K -6,386 -22%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$775K -$9.38K -222 -1%
CT
162
Cambridge Trust
Massachusetts
$766K -$7.83M -185,409 -89%
TF
163
TIAA FSB
Florida
$763K +$35.4K +839 +4%
URS
164
Utah Retirement Systems
Utah
$756K
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$754K
IIM
166
Ipswich Investment Management
Massachusetts
$748K
MSA
167
Marino Stram & Associates
Massachusetts
$737K +$1.1K +26 +0.1%
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$719K -$149K -3,535 -15%
Nomura Asset Management
169
Nomura Asset Management
Japan
$713K +$115K +2,710 +15%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$712K -$12.5K -295 -1%
Rafferty Asset Management
171
Rafferty Asset Management
New York
$695K -$316K -7,475 -27%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$686K
RI
173
Ridgewood Investments
New Jersey
$680K
SPIA
174
Steward Partners Investment Advisory
New York
$679K +$114K +2,691 +16%
MCIM
175
Meadow Creek Investment Management
Georgia
$676K

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.