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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
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$601K -$866K -15,249 -58%
LIA
202
LS Investment Advisors
Michigan
$595K -$7.61K -134 -1%
Treasurer of the State of North Carolina
203
Treasurer of the State of North Carolina
North Carolina
$589K +$601K +10,586 New
GHCM
204
Glen Harbor Capital Management
California
$586K
SOADOR
205
State of Alaska Department of Revenue
Alaska
$584K +$136K +2,400 +30%
Holocene Advisors
206
Holocene Advisors
New York
$577K -$421K -7,420 -42%
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$562K -$63K -1,110 -10%
GFA
208
Gifford Fong Associates
California
$557K +$568K +10,000 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$557K +$568K +10,002 New
PAM
210
Panagora Asset Management
Massachusetts
$556K
ZCM
211
Zebra Capital Management
Connecticut
$535K +$546K +9,617 New
NA
212
NewEdge Advisors
Louisiana
$526K +$10.2K +180 +2%
TRCT
213
Tower Research Capital (TRC)
New York
$523K +$465K +8,195 +678%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$518K +$32.5K +573 +7%
CB
215
Commerce Bank
Missouri
$505K -$5.91K -104 -1%
SCA
216
Sippican Capital Advisors
Massachusetts
$501K -$3.35K -59 -0.7%
WG
217
Winton Group
United Kingdom
$490K +$500K +8,799 New
O
218
OppenheimerFunds
New York
$485K +$37.5K +661 +8%
SCM
219
Shelton Capital Management
Colorado
$481K
HCM
220
Howland Capital Management
Massachusetts
$480K +$3.24K +57 +0.7%
Man Group
221
Man Group
United Kingdom
$467K +$475K +8,374 New
AA
222
ALPS Advisors
Colorado
$467K +$476K +8,385 New
GT
223
Glenmede Trust
Pennsylvania
$459K
OAM
224
Occidental Asset Management
California
$458K
M&T Bank
225
M&T Bank
New York
$455K -$17.2K -303 -4%

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.