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EV

Eaton Vance Corp.
EV

Delisted

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

307 hedge funds and large institutions have $4.4B invested in Eaton Vance Corp. in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

25% more capital invested

Capital invested by funds: $3.53B → $4.4B (+$879M)

4% more funds holding

Funds holding: 294307 (+13)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

24% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.32M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
8.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
98
Reduced
114
Closed
23
Calls
$1.01M
Puts
$1.32M
Net Calls
-$312K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
IIS
1
Ignis Investment Services
United Kingdom
$411M +$22.3M +539,448 New
State Street
2
State Street
Massachusetts
$319M -$19.2M -465,002 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$314M +$12.1M +292,372 +4%
LCOV
4
London Company of Virginia
Virginia
$285M -$9.27M -224,472 -3%
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$221M +$213M +5,160,000 New
Wells Fargo
6
Wells Fargo
California
$216M -$9.59M -232,288 -4%
Jennison Associates
7
Jennison Associates
New York
$188M -$3.14M -75,998 -2%
HCM
8
Herndon Capital Management
Georgia
$172M -$13.6M -329,736 -8%
BIT
9
BlackRock Institutional Trust
California
$146M +$3.54M +85,826 +3%
BFA
10
BlackRock Fund Advisors
California
$143M +$10.2M +246,105 +8%
CWAM
11
Columbia Wanger Asset Management
Illinois
$142M
EARNEST Partners
12
EARNEST Partners
Georgia
$126M +$122M +2,954,465 New
BAMCO Inc
13
BAMCO Inc
New York
$93.4M -$10.2M -246,552 -10%
JHIU
14
Janus Henderson Investors US
Colorado
$82.9M -$18.6M -451,585 -19%
EVM
15
Eaton Vance Management
Massachusetts
$82.3M +$1.75M +42,476 +2%
Northern Trust
16
Northern Trust
Illinois
$78.8M +$64.8K +1,569 +0.1%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$75.2M +$311K +7,543 +0.4%
FC
18
Fairpointe Capital
Illinois
$74.7M -$386K -9,341 -0.5%
MAA
19
Managed Account Advisors
New Jersey
$71.6M -$1.73M -41,828 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$63.2M -$1.26M -30,564 -2%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$54.5M +$12.1M +292,100 +30%
VVP
22
Vulcan Value Partners
Alabama
$48.7M +$11M +266,583 +31%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$42.8M +$36.1M +875,220 +702%
Norges Bank
24
Norges Bank
Norway
$41.2M -$1M -24,225 -2%
SFM
25
Systematic Financial Management
New Jersey
$41.2M +$6.41M +155,182 +19%

EV Hedge Fund Activity: Q4 2013 in Review

307 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2013, worth a combined $4.4B — up 25% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EV positions and 23 closed out — a net gain of 18 holders — while 98 added to existing stakes and 114 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $122M. The largest seller was Samlyn Capital, exiting entirely with an estimated $22.6M sold.

  • 307 institutional investors held Eaton Vance Corp. (EV) as of Q4 2013, up from 294 in Q3 2013.
  • Funds reported $4.4B of Eaton Vance Corp. stock for Q4 2013, up 25% quarter-over-quarter.
  • 41 funds opened new Eaton Vance Corp. positions in Q4 2013 and 23 closed out, a net change of +18 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2013 was EARNEST Partners, an estimated $122M added.
  • The largest Eaton Vance Corp. seller in Q4 2013 was Samlyn Capital, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2013.