We are live on ! Find out more
EV

Eaton Vance Corp.
EV

Delisted

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

Back to rankings

374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347 → 374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$55.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$55M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$50.6M
4
AAM
Ardevora Asset Management
United Kingdom
+$35.3M
5
BlackRock
BlackRock
New York
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$26.1M
2
Millennium Management
Millennium Management
New York
-$22.2M
3
JIM
Jupiter Investment Management
United Kingdom
-$20.4M
4
JCM
Junto Capital Management
New York
-$19.8M
5
Wells Fargo
Wells Fargo
California
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
201
Securian Asset Management
Minnesota
$819K – – –
PA
202
Profund Advisors
Maryland
$811K +$62.1K +1,174 +9%
CGH
203
Crossmark Global Holdings
Texas
$798K +$115K +2,165 +18%
EP
204
Elkfork Partners
Oregon
$755K +$96.3K +1,820 +16%
SPIA
205
Steward Partners Investment Advisory
New York
$754K +$11.5K +217 +2%
LIM
206
Leavell Investment Management
Alabama
$733K +$52.9K +1,000 +8%
CCM
207
Cadence Capital Management
Massachusetts
$697K -$1.4M -26,520 -68%
CIC
208
Chase Investment Counsel
Virginia
$695K -$45.5K -860 -7%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$694K -$570K -10,761 -47%
RCM
210
Riverhead Capital Management
Delaware
$677K +$90K +1,700 +16%
CG
211
Colony Group
Massachusetts
$669K +$628K +11,867 New
Caisse de Depot et Placement du Quebec (CDPQ)
212
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$643K -$116K -2,200 -16%
NIPH
213
NN Investment Partners Holdings
Netherlands
$633K -$323K -6,094 -35%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$632K +$593K +11,210 New
TIM
215
Thompson Investment Management
Wisconsin
$629K -$12.4K -235 -2%
LIA
216
LS Investment Advisors
Michigan
$610K -$79.9K -1,509 -12%
FMBTD
217
First Midwest Bank Trust Division
Illinois
$596K -$19.3K -364 -3%
GHCM
218
Glen Harbor Capital Management
California
$593K +$75.7K +1,430 +16%
EWM
219
Evercore Wealth Management
New York
$564K – – –
PAM
220
Panagora Asset Management
Massachusetts
$563K -$1.52M -28,720 -74%
NA
221
NewEdge Advisors
Louisiana
$561K +$58.9K +1,113 +13%
CB
222
Commerce Bank
Missouri
$518K +$3.6K +68 +0.7%
GD
223
Grandfield & Dodd
New York
$512K – – –
SCA
224
Sippican Capital Advisors
Massachusetts
$511K – – –
JMPWA
225
JP Morgan Private Wealth Advisors
California
$494K -$74.5K -1,407 -14%
7 8
9
10 11

EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.