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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
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$1.18M -$3.01M -65,109 -72%
SRC
152
Sage Rhino Capital
California
$1.16M +$172K +3,722 +18%
AC
153
Allstate Corporation
Illinois
$1.16M +$1.15M +24,808 New
AQR Capital Management
154
AQR Capital Management
Connecticut
$1.15M +$1.14M +24,616 New
Point72 Asset Management
155
Point72 Asset Management
Connecticut
$1.12M +$13K +282 +1%
US Bancorp
156
US Bancorp
Minnesota
$1.1M -$64.2K -1,389 -6%
PFS
157
Prospera Financial Services
Texas
$1.1M +$743K +16,079 +215%
Allianz Asset Management
158
Allianz Asset Management
Germany
$1.1M -$20.8K -449 -2%
BA
159
Bridgewater Associates
Connecticut
$1.1M +$1.09M +23,507 New
Truist Financial
160
Truist Financial
North Carolina
$1.04M +$1.03M +22,316 New
MWNA
161
Marshall Wace North America
New York
$1.02M -$12.4M -269,057 -92%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$1.02M -$9.34K -202 -0.9%
SPIA
163
Steward Partners Investment Advisory
New York
$1.02M +$37.5K +811 +4%
NFG
164
Nations Financial Group
Iowa
$1.01M +$20.2K +436 +2%
IIM
165
Ipswich Investment Management
Massachusetts
$992K
MSA
166
Marino Stram & Associates
Massachusetts
$984K +$1.25K +27 +0.1%
MERSOM
167
Municipal Employees' Retirement System of Michigan
Michigan
$979K +$10.6K +230 +1%
URS
168
Utah Retirement Systems
Utah
$977K -$13.9K -300 -1%
Nomura Asset Management
169
Nomura Asset Management
Japan
$966K -$6.52K -141 -0.7%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$966K +$27.6K +596 +3%
QIM
171
Quantitative Investment Management
Virginia
$965K +$671K +14,516 +236%
MA
172
Montag & Associates
Georgia
$963K -$356K -7,700 -27%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$945K +$416K +8,997 +80%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$942K +$31.3K +676 +3%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$932K +$2.5K +54 +0.3%

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.