We are live on ! Find out more
EV

Eaton Vance Corp.
EV

Delisted

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

370 hedge funds and large institutions have $3.84B invested in Eaton Vance Corp. in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

22% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 105

7% more funds holding

Funds holding: 346370 (+24)

4% more capital invested

Capital invested by funds: $3.69B → $3.84B (+$152M)

48% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $19.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
370
Holders Change
+24
Holders Change %
+6.94%
% of All Funds
9.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
128
Reduced
105
Closed
29
Calls
$10.4M
Puts
$19.9M
Net Calls
-$9.54M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$502M -$12.6M -277,405 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$498M +$5.66M +124,336 +1%
State Street
3
State Street
Massachusetts
$376M -$12.4M -272,977 -3%
Wells Fargo
4
Wells Fargo
California
$260M +$5.19M +113,967 +2%
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$244M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$157M +$38.4M +844,813 +34%
LCOV
7
London Company of Virginia
Virginia
$94.2M -$17.2M -377,077 -16%
EARNEST Partners
8
EARNEST Partners
Georgia
$84.5M -$349K -7,665 -0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$81.5M +$206K +4,538 +0.3%
EVM
10
Eaton Vance Management
Massachusetts
$81.4M -$1.17M -25,824 -1%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$73.7M +$70.3M +1,546,065 +13,411%
Northern Trust
12
Northern Trust
Illinois
$58.9M -$2.98M -65,488 -5%
CWAM
13
Columbia Wanger Asset Management
Illinois
$55.3M +$2.73M +60,033 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$47M +$1.74M +38,247 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$46.7M +$2.1M +46,177 +5%
Norges Bank
16
Norges Bank
Norway
$45.8M
Bank of America
17
Bank of America
North Carolina
$40.5M -$2.04M -44,853 -5%
BTW
18
Boston Trust Walden
Massachusetts
$34.1M -$6.48M -142,461 -16%
JCM
19
Junto Capital Management
New York
$33.8M +$32.5M +714,552 New
Charles Schwab
20
Charles Schwab
California
$32M +$1.52M +33,325 +5%
Goldman Sachs
21
Goldman Sachs
New York
$28M -$596K -13,101 -2%
FT
22
Fiduciary Trust
Massachusetts
$27.6M -$16K -351 -0.1%
Ameriprise
23
Ameriprise
Minnesota
$26.3M -$982K -21,576 -4%
Morgan Stanley
24
Morgan Stanley
New York
$24.6M -$1.08M -23,798 -4%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$24.5M +$127K +2,799 +0.5%

EV Hedge Fund Activity: Q2 2017 in Review

370 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q2 2017, worth a combined $3.84B — up 4.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EV positions and 29 closed out — a net gain of 25 holders — while 128 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $70.3M. The largest seller was American Century Companies, exiting entirely with an estimated $53.4M sold.

  • 370 institutional investors held Eaton Vance Corp. (EV) as of Q2 2017, up from 346 in Q1 2017.
  • Funds reported $3.84B of Eaton Vance Corp. stock for Q2 2017, up 4.1% quarter-over-quarter.
  • 54 funds opened new Eaton Vance Corp. positions in Q2 2017 and 29 closed out, a net change of +25 holders.
  • The largest Eaton Vance Corp. buyer in Q2 2017 was Janus Henderson Group, an estimated $70.3M added.
  • The largest Eaton Vance Corp. seller in Q2 2017 was American Century Companies, an estimated $53.4M sold.

Based on aggregated 13F filings for Q2 2017.