Eaton Vance Corp.
EV
EV was delisted on the 26th of February, 2021.
347 hedge funds and large institutions have $3.38B invested in Eaton Vance Corp. in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 27 closing their positions.
119% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 27
8% more funds holding
Funds holding: 321 → 347 (+26)
7% more capital invested
Capital invested by funds: $3.16B → $3.38B (+$215M)
4% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 111
67% less call options, than puts
Call options by funds: $4.24M | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$14.7M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$14.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.2M |
| 4 |
JP Morgan Chase
New York
|
+$13M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$43M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$32.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$32.2M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$21.8M |
| 5 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
-$14M |
EV Hedge Fund Activity: Q4 2016 in Review
347 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2016, worth a combined $3.38B — up 6.8% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EV positions and 27 closed out — a net gain of 32 holders — while 107 added to existing stakes and 111 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $14.7M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $43M sold.
- 347 institutional investors held Eaton Vance Corp. (EV) as of Q4 2016, up from 321 in Q3 2016.
- Funds reported $3.38B of Eaton Vance Corp. stock for Q4 2016, up 6.8% quarter-over-quarter.
- 59 funds opened new Eaton Vance Corp. positions in Q4 2016 and 27 closed out, a net change of +32 holders.
- The largest Eaton Vance Corp. buyer in Q4 2016 was Bank of New York Mellon, an estimated $14.7M added.
- The largest Eaton Vance Corp. seller in Q4 2016 was Vulcan Value Partners, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2016.