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EV

Eaton Vance Corp.
EV

Delisted

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

292 hedge funds and large institutions have $3.24B invested in Eaton Vance Corp. in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 300292 (-8)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

16% less capital invested

Capital invested by funds: $3.85B → $3.24B (-$609M)

26% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 116

Holders
292
Holders Change
-8
Holders Change %
-2.67%
% of All Funds
8.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
86
Reduced
116
Closed
31
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
176
EULAV Asset Management
Florida
$528K
FIM
177
Freedom Investment Management
Connecticut
$518K +$516K +13,735 New
AB
178
Amalgamated Bank
New York
$515K +$6.16K +164 +1%
JIM
179
Jensen Investment Management
Oregon
$512K +$32.3K +860 +7%
RJA
180
Raymond James & Associates
Florida
$509K +$63.2K +1,683 +14%
IA
181
Icon Advisers
Colorado
$506K +$60.1K +1,600 +14%
FA
182
FDx Advisors
Illinois
$502K -$134K -3,570 -21%
ST
183
Smithfield Trust
Pennsylvania
$501K -$10.8K -287 -2%
SCM
184
Shelton Capital Management
Colorado
$492K
TIM
185
Thompson Investment Management
Wisconsin
$489K +$7.88K +210 +2%
PA
186
Profund Advisors
Maryland
$472K -$253K -6,752 -35%
Nomura Asset Management
187
Nomura Asset Management
Japan
$461K
EWM
188
Evercore Wealth Management
New York
$456K
William Blair & Company
189
William Blair & Company
Illinois
$450K -$62.1K -1,655 -12%
Jane Street
190
Jane Street
New York
$447K +$445K +11,857 New
AIM
191
abrdn Investment Management
United Kingdom
$442K +$440K +11,717 New
ST
192
Somerset Trust
Pennsylvania
$431K +$10.9K +291 +3%
WAM
193
World Asset Management
Michigan
$430K -$13.8K -368 -3%
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$429K +$37.7K +1,004 +10%
FT
195
Fiduciary Trust
Massachusetts
$428K
FFSOTS
196
Fiduciary Financial Services of The Southwest
Texas
$428K +$426K +11,350 New
GD
197
Grandfield & Dodd
New York
$418K
CAM
198
Capstone Asset Management
Texas
$397K +$5.63K +150 +1%
SMDAM
199
Sumitomo Mitsui DS Asset Management
Japan
$394K -$8.9K -237 -2%
CA
200
Commerzbank Aktiengesellschaft
Germany
$388K +$55.2K +1,471 +17%

EV Hedge Fund Activity: Q3 2014 in Review

292 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2014, worth a combined $3.24B — down 16% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EV and 27 opened new positions — a net loss of 4 holders — while 116 trimmed existing stakes and 86 added.

The largest buyer was Guggenheim Capital, adding an estimated $17.1M. The largest seller was BAMCO Inc, cutting an estimated $52.8M.

  • 292 institutional investors held Eaton Vance Corp. (EV) as of Q3 2014, down from 300 in Q2 2014.
  • Funds reported $3.24B of Eaton Vance Corp. stock for Q3 2014, down 16% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Corp. positions in Q3 2014 and 31 closed out, a net change of -4 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2014 was Guggenheim Capital, an estimated $17.1M added.
  • The largest Eaton Vance Corp. seller in Q3 2014 was BAMCO Inc, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2014.