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EV

Eaton Vance Corp.
EV

Delisted

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

312 hedge funds and large institutions have $3.53B invested in Eaton Vance Corp. in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $3.04M | Put options by funds: $492K

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $3.24B → $3.53B (+$281M)

7% more funds holding

Funds holding: 292312 (+20)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 106

Holders
312
Holders Change
+20
Holders Change %
+6.85%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
99
Reduced
106
Closed
24
Calls
$3.04M
Puts
$492K
Net Calls
+$2.54M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$357M +$10.4M +263,738 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M +$2.94M +74,898 +1%
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$211M
Wells Fargo
4
Wells Fargo
California
$205M -$8.82M -224,256 -4%
HCM
5
Herndon Capital Management
Georgia
$151M +$274K +6,968 +0.2%
CWAM
6
Columbia Wanger Asset Management
Illinois
$144M +$9.22M +234,625 +7%
BFA
7
BlackRock Fund Advisors
California
$141M +$1.72M +43,720 +1%
VVP
8
Vulcan Value Partners
Alabama
$140M -$5.54M -140,787 -4%
BIT
9
BlackRock Institutional Trust
California
$134M -$95.6K -2,431 -0.1%
LCOV
10
London Company of Virginia
Virginia
$121M -$1.82M -46,360 -2%
EARNEST Partners
11
EARNEST Partners
Georgia
$111M -$1.79M -45,558 -2%
FC
12
Fairpointe Capital
Illinois
$81.7M -$8.51M -216,536 -10%
Northern Trust
13
Northern Trust
Illinois
$75.6M -$2.7M -68,667 -4%
EVM
14
Eaton Vance Management
Massachusetts
$74.1M -$2.41M -61,277 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$65.3M +$7.88M +200,517 +14%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$63.8M +$20.6M +523,400 +51%
JHIU
17
Janus Henderson Investors US
Colorado
$60.8M +$2.89M +73,552 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$56.5M -$2.87M -72,969 -5%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$48.8M -$5.13M -130,600 -10%
Norges Bank
20
Norges Bank
Norway
$42.9M +$2.23M +56,657 +6%
MAA
21
Managed Account Advisors
New Jersey
$42.4M -$3.05M -77,693 -7%
JP Morgan Chase
22
JP Morgan Chase
New York
$35.7M +$3.85M +97,846 +13%
RP
23
Reinhart Partners
Wisconsin
$28M -$1.75M -44,491 -6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$24.2M +$78.1K +1,987 +0.3%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$22.8M -$1.41M -35,894 -6%

EV Hedge Fund Activity: Q4 2014 in Review

312 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2014, worth a combined $3.53B — up 8.6% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 24 closed out — a net gain of 22 holders — while 99 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $20.6M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $39.8M sold.

  • 312 institutional investors held Eaton Vance Corp. (EV) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $3.53B of Eaton Vance Corp. stock for Q4 2014, up 8.6% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q4 2014 and 24 closed out, a net change of +22 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2014 was Fidelity Investments, an estimated $20.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2014 was Kayne Anderson Rudnick Investment Management, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2014.