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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
PWLP
201
Prio Wealth Limited Partnership
Massachusetts
$404K
WF
202
Welch & Forbes
Massachusetts
$399K -$78.8K -2,061 -16%
CGH
203
Crossmark Global Holdings
Texas
$395K +$5.54K +145 +1%
N
204
Natixis
France
$393K +$394K +10,300 New
American Century Companies
205
American Century Companies
Missouri
$389K -$2.96M -77,502 -88%
GFA
206
Gifford Fong Associates
California
$382K
RI
207
Ridgewood Investments
New Jersey
$382K
QSS
208
Quantitative Systematic Strategies
Florida
$377K -$480K -12,541 -56%
NIC
209
Northwest Investment Counselors
Oregon
$367K -$37.1K -970 -9%
PAMU
210
Pictet Asset Management (UK)
United Kingdom
$366K +$367K +9,600 New
KFA
211
Krane Funds Advisors
New York
$363K -$5.47K -143 -1%
SAM
212
Silvercrest Asset Management
New York
$363K
Acadian Asset Management
213
Acadian Asset Management
Massachusetts
$363K +$364K +9,515 New
SAM
214
Shell Asset Management
Netherlands
$362K +$363K +9,499 New
PAM
215
Panagora Asset Management
Massachusetts
$356K
IIM
216
Ipswich Investment Management
Massachusetts
$353K
KWM
217
Kingsview Wealth Management
Oregon
$353K +$354K +9,256 New
Barclays
218
Barclays
United Kingdom
$346K +$5.54K +145 +2%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$340K +$2.98K +78 +0.9%
LPL Financial
220
LPL Financial
California
$339K +$95.3K +2,492 +39%
BF
221
BOK Financial
Oklahoma
$333K
HCM
222
Howland Capital Management
Massachusetts
$327K
JCIA
223
Jackson Creek Investment Advisors
Colorado
$323K +$323K +8,460 New
JMPWA
224
JP Morgan Private Wealth Advisors
California
$310K -$2.14K -56 -0.7%
CAN
225
Cetera Advisor Networks
California
$309K +$18.3K +478 +6%

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.