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EV

Eaton Vance Corp.
EV

Delisted

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

346 hedge funds and large institutions have $3.69B invested in Eaton Vance Corp. in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$311M)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

0% less funds holding

Funds holding: 347346 (-1)

46% less call options, than puts

Call options by funds: $7M | Put options by funds: $13M

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
8.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
122
Reduced
112
Closed
39
Calls
$7M
Puts
$13M
Net Calls
-$6.04M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$489M +$469M +10,568,715 +3,407%
Vanguard Group
2
Vanguard Group
Pennsylvania
$468M +$26.6M +600,222 +6%
State Street
3
State Street
Massachusetts
$369M -$17.8M -401,548 -5%
Wells Fargo
4
Wells Fargo
California
$242M +$4.21M +95,042 +2%
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$232M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$111M +$29M +654,761 +36%
LCOV
7
London Company of Virginia
Virginia
$106M -$6.03M -136,076 -5%
JHIU
8
Janus Henderson Investors US
Colorado
$81.5M -$9.03M -203,621 -10%
EARNEST Partners
9
EARNEST Partners
Georgia
$80.7M -$620K -13,983 -0.8%
EVM
10
Eaton Vance Management
Massachusetts
$78.5M -$1.74M -39,221 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$77.3M +$622K +14,028 +0.8%
Northern Trust
12
Northern Trust
Illinois
$58.9M -$322K -7,270 -0.6%
American Century Companies
13
American Century Companies
Missouri
$53.4M -$16.2M -364,922 -23%
CWAM
14
Columbia Wanger Asset Management
Illinois
$49.8M -$1.09M -24,617 -2%
Norges Bank
15
Norges Bank
Norway
$43.5M -$2.76M -62,343 -6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$42.9M +$1.65M +37,304 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$42.3M +$3.89M +87,692 +10%
Bank of America
18
Bank of America
North Carolina
$40.5M -$11.2M -252,086 -22%
BTW
19
Boston Trust Walden
Massachusetts
$38.8M -$3.19M -72,015 -8%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$36M +$13.9M +312,456 +64%
Charles Schwab
21
Charles Schwab
California
$28.9M +$2.18M +49,054 +8%
Goldman Sachs
22
Goldman Sachs
New York
$27.1M -$8.45M -190,471 -24%
FT
23
Fiduciary Trust
Massachusetts
$26.2M +$88.7K +2,000 +0.3%
Ameriprise
24
Ameriprise
Minnesota
$26M +$3.13M +70,538 +14%
TCIM
25
TIAA CREF Investment Management
New York
$25M +$4.25M +95,858 +21%

EV Hedge Fund Activity: Q1 2017 in Review

346 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q1 2017, worth a combined $3.69B — up 9.2% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EV positions and 39 closed out — a net gain of 7 holders — while 122 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 346 institutional investors held Eaton Vance Corp. (EV) as of Q1 2017, down from 347 in Q4 2016.
  • Funds reported $3.69B of Eaton Vance Corp. stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Corp. positions in Q1 2017 and 39 closed out, a net change of +7 holders.
  • The largest Eaton Vance Corp. buyer in Q1 2017 was BlackRock, an estimated $469M added.
  • The largest Eaton Vance Corp. seller in Q1 2017 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2017.