We are live on ! Find out more
EV

Eaton Vance Corp.
EV

Delisted

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

321 hedge funds and large institutions have $2.94B invested in Eaton Vance Corp. in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 97 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 97

28% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.27M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $3.05B → $2.94B (-$113M)

5% less funds holding

Funds holding: 337321 (-16)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
127
Reduced
97
Closed
49
Calls
$4.18M
Puts
$3.27M
Net Calls
+$915K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
SVA Wealth Management
Wisconsin
$549K +$550K +14,389 New
HB
177
Homrich & Berg
Georgia
$532K
CI Investments Inc
178
CI Investments Inc
Ontario, Canada
$531K +$497K +12,987 +1,410%
EGM
179
Engineers Gate Manager
New York
$514K -$387K -10,111 -43%
Grantham, Mayo, Van Otterloo & Co (GMO)
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$514K +$48.4K +1,266 +10%
KBC Group
181
KBC Group
Belgium
$510K -$745K -19,496 -59%
GC
182
Grimes & Company
Massachusetts
$505K -$116K -3,027 -19%
DTL
183
Dynamic Technology Lab
Singapore
$501K -$2.02M -52,822 -80%
LIM
184
Leavell Investment Management
Alabama
$496K
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$492K +$493K +12,902 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$490K
BFS
187
Bradley Foster & Sargent
Connecticut
$488K +$489K +12,800 New
KFS
188
Kurt F. Somerville
$484K
HIM
189
Hillsdale Investment Management
Ontario, Canada
$473K +$474K +12,400 New
OC
190
Oppenheimer & Co
New York
$461K +$1.15K +30 +0.2%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$458K -$1.09M -28,414 -70%
X
192
Xponance
Pennsylvania
$458K +$65.5K +1,714 +17%
EAM
193
Eukles Asset Management
Ohio
$452K +$1.11K +29 +0.2%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$434K +$43.5K +1,138 +11%
S
195
SignatureFD
Georgia
$433K +$408K +10,673 +1,579%
SAM
196
Securian Asset Management
Minnesota
$423K -$16.4K -428 -4%
SCA
197
Sippican Capital Advisors
Massachusetts
$422K
PI
198
PEAK6 Investments
Illinois
$419K +$265K +6,930 +171%
VRS
199
Virginia Retirement Systems
Virginia
$408K +$409K +10,700 New
MML Investors Services
200
MML Investors Services
Massachusetts
$407K +$124K +3,247 +44%

EV Hedge Fund Activity: Q3 2020 in Review

321 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2020, worth a combined $2.94B — down 3.7% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EV and 34 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 127 added.

The largest buyer was Citadel Advisors, adding an estimated $21.9M. The largest seller was Janus Henderson Group, cutting an estimated $31.8M.

  • 321 institutional investors held Eaton Vance Corp. (EV) as of Q3 2020, down from 337 in Q2 2020.
  • Funds reported $2.94B of Eaton Vance Corp. stock for Q3 2020, down 3.7% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Corp. positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Eaton Vance Corp. buyer in Q3 2020 was Citadel Advisors, an estimated $21.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2020 was Janus Henderson Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.