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EV

Eaton Vance Corp.
EV

Delisted

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

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346 hedge funds and large institutions have $3.69B invested in Eaton Vance Corp. in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$311M)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

0% less funds holding

Funds holding: 347 → 346 (-1)

46% less call options, than puts

Call options by funds: $7M | Put options by funds: $13M

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
8.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
122
Reduced
112
Closed
39
Calls
$7M
Puts
$13M
Net Calls
-$6.04M
Net Calls Change
+$2.59M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$469M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$29M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$26.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$17.9M
2
State Street
State Street
Massachusetts
-$17.8M
3
American Century Companies
American Century Companies
Missouri
-$16.2M
4
Bank of America
Bank of America
North Carolina
-$11.2M
5
JHIU
Janus Henderson Investors US
Colorado
-$9.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
201
Cubist Systematic Strategies
Connecticut
$626K +$617K +13,918 New
Caisse de Depot et Placement du Quebec (CDPQ)
202
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$599K -$8.87K -200 -1%
WI
203
WBI Investments
New Jersey
$578K +$570K +12,850 New
TIM
204
Thompson Investment Management
Wisconsin
$575K -$37.9K -855 -6%
TCM
205
Teza Capital Management
Illinois
$543K +$535K +12,073 New
LIM
206
Leavell Investment Management
Alabama
$540K – – –
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$518K – – –
LIA
208
LS Investment Advisors
Michigan
$507K -$29.1K -656 -5%
QIM
209
Quantitative Investment Management
Virginia
$503K -$3.1M -70,000 -86%
GD
210
Grandfield & Dodd
New York
$498K – – –
Verition Fund Management
211
Verition Fund Management
Connecticut
$498K +$132K +2,981 +37%
GH
212
GAM Holding
Switzerland
$496K – – –
GCP
213
GSA Capital Partners
United Kingdom
$492K +$485K +10,934 New
CAM
214
Capstone Asset Management
Texas
$484K +$11.5K +260 +2%
ZCM
215
Zebra Capital Management
Connecticut
$456K -$601K -13,563 -57%
FMBTD
216
First Midwest Bank Trust Division
Illinois
$454K +$14.5K +326 +3%
EWM
217
Evercore Wealth Management
New York
$450K – – –
GI
218
GAMCO Investors
Connecticut
$450K – – –
MLL
219
Moody Lynn & Lieberson
Massachusetts
$443K – – –
IR
220
Invictus RG
Bermuda
$431K +$425K +9,584 New
CB
221
Commerce Bank
Missouri
$406K – – –
CEP
222
Chicago Equity Partners
Illinois
$405K +$106K +2,390 +36%
SCM
223
Shelton Capital Management
Colorado
$391K -$13.3K -300 -3%
BHIA
224
Birch Hill Investment Advisors
Massachusetts
$390K -$1.4M -31,675 -79%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$386K -$7.58K -171 -2%
7 8
9
10 11

EV Hedge Fund Activity: Q1 2017 in Review

346 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2017, worth a combined $3.69B — up 9.2% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 39 closed out — a net gain of 7 holders — while 122 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q1 2017, down from 347 in Q4 2016.
  • Funds reported $3.69B of Eaton Vance Corp. stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q1 2017 and 39 closed out, a net change of +7 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2017 was BlackRock, an estimated $469M added.
  • The largest Eaton Vance Corp. seller in Q1 2017 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2017.