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EV

Eaton Vance Corp.
EV

Delisted

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

361 hedge funds and large institutions have $4.73B invested in Eaton Vance Corp. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

744% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $951K

3% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 120

1% less capital invested

Capital invested by funds: $4.78B → $4.73B (-$50.9M)

3% less funds holding

Funds holding: 374361 (-13)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
361
Holders Change
-13
Holders Change %
-3.48%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
124
Reduced
120
Closed
46
Calls
$8.02M
Puts
$951K
Net Calls
+$7.07M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Somerset Trust
Pennsylvania
$967K +$2.61K +46 +0.3%
PA
177
Profund Advisors
Maryland
$947K +$150K +2,634 +18%
CCM
178
Coldstream Capital Management
Washington
$945K +$21.3K +375 +2%
MCIM
179
Meadow Creek Investment Management
Georgia
$905K
CCM
180
Cadence Capital Management
Massachusetts
$902K +$218K +3,841 +31%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$870K -$525K -9,238 -37%
PWLP
182
Prio Wealth Limited Partnership
Massachusetts
$845K -$56.8K -1,000 -6%
FCH
183
Freestone Capital Holdings
Washington
$838K -$12.7K -224 -1%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$837K +$2.21K +39 +0.3%
EGM
185
Engineers Gate Manager
New York
$835K +$852K +14,999 New
RFC
186
Regions Financial Corp
Alabama
$823K -$59.9K -1,055 -7%
SAM
187
Securian Asset Management
Minnesota
$821K +$12.8K +225 +2%
NIC
188
Northwest Investment Counselors
Oregon
$816K -$30.1K -530 -3%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$815K -$54.8K -965 -6%
CGH
190
Crossmark Global Holdings
Texas
$749K -$39.5K -695 -5%
Canada Pension Plan Investment Board
191
Canada Pension Plan Investment Board
Ontario, Canada
$746K +$403K +7,100 +113%
EP
192
Elkfork Partners
Oregon
$745K
SPIA
193
Steward Partners Investment Advisory
New York
$743K -$1.59K -28 -0.2%
LIM
194
Leavell Investment Management
Alabama
$724K
RI
195
Ridgewood Investments
New Jersey
$721K -$96.8K -1,705 -12%
CIC
196
Chase Investment Counsel
Virginia
$699K +$13.9K +245 +2%
RCM
197
Riverhead Capital Management
Delaware
$669K
RJFSA
198
Raymond James Financial Services Advisors
Florida
$655K -$30.7K -541 -4%
TIM
199
Thompson Investment Management
Wisconsin
$621K
VIA
200
Vident Investment Advisory
Georgia
$612K +$176K +3,108 +39%

EV Hedge Fund Activity: Q1 2018 in Review

361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2018, worth a combined $4.73B — down 1.1% from $4.78B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of EV and 36 opened new positions — a net loss of 10 holders — while 120 trimmed existing stakes and 124 added.

The largest buyer was Ameriprise, adding an estimated $65.2M. The largest seller was London Company of Virginia, cutting an estimated $35.9M.

  • 361 institutional investors held Eaton Vance Corp. (EV) as of Q1 2018, down from 374 in Q4 2017.
  • Funds reported $4.73B of Eaton Vance Corp. stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 36 funds opened new Eaton Vance Corp. positions in Q1 2018 and 46 closed out, a net change of -10 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2018 was Ameriprise, an estimated $65.2M added.
  • The largest Eaton Vance Corp. seller in Q1 2018 was London Company of Virginia, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.