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EV

Eaton Vance Corp.
EV

Delisted

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

374 hedge funds and large institutions have $4.78B invested in Eaton Vance Corp. in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,847% more call options, than puts

Call options by funds: $10M | Put options by funds: $203K

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $4.06B → $4.78B (+$728M)

8% more funds holding

Funds holding: 347374 (+27)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

Holders
374
Holders Change
+27
Holders Change %
+7.78%
% of All Funds
8.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
111
Reduced
125
Closed
34
Calls
$10M
Puts
$203K
Net Calls
+$9.84M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$637M +$28.2M +533,248 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M +$19.7M +371,308 +3%
State Street
3
State Street
Massachusetts
$413M -$3.17M -59,838 -0.8%
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$291M
Wells Fargo
5
Wells Fargo
California
$288M -$15.6M -294,430 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$248M -$1.67M -31,501 -0.7%
EARNEST Partners
7
EARNEST Partners
Georgia
$100M -$1.1M -20,689 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$97.4M -$2.19M -41,436 -2%
EVM
9
Eaton Vance Management
Massachusetts
$95.5M -$2.01M -37,910 -2%
Goldman Sachs
10
Goldman Sachs
New York
$88.9M +$55.6M +1,049,947 +200%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$85.3M -$309K -5,832 -0.4%
LCOV
12
London Company of Virginia
Virginia
$82.1M -$8.39M -158,563 -10%
Citadel Advisors
13
Citadel Advisors
Florida
$79.7M +$55M +1,038,732 +278%
CWAM
14
Columbia Wanger Asset Management
Illinois
$72.5M +$5.3M +100,154 +8%
Northern Trust
15
Northern Trust
Illinois
$67.7M -$1.22M -23,110 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$60.4M +$2.72M +51,415 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$55.4M -$4.68M -88,413 -8%
Millennium Management
18
Millennium Management
New York
$54.2M -$22.2M -420,154 -30%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$53.9M +$50.6M +956,187 New
Norges Bank
20
Norges Bank
Norway
$49.9M -$2.66M -50,201 -5%
Bank of America
21
Bank of America
North Carolina
$44.1M -$26.1M -493,990 -39%
Charles Schwab
22
Charles Schwab
California
$41.4M +$1.35M +25,417 +4%
AAM
23
Ardevora Asset Management
United Kingdom
$37.6M +$35.3M +666,308 New
BTW
24
Boston Trust Walden
Massachusetts
$37.1M -$3.26M -61,665 -9%
FT
25
Fiduciary Trust
Massachusetts
$32.7M

EV Hedge Fund Activity: Q4 2017 in Review

374 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2017, worth a combined $4.78B — up 18% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EV positions and 34 closed out — a net gain of 29 holders — while 111 added to existing stakes and 125 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.6M. The largest seller was Bank of America, cutting an estimated $26.1M.

  • 374 institutional investors held Eaton Vance Corp. (EV) as of Q4 2017, up from 347 in Q3 2017.
  • Funds reported $4.78B of Eaton Vance Corp. stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Eaton Vance Corp. positions in Q4 2017 and 34 closed out, a net change of +29 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2017 was Goldman Sachs, an estimated $55.6M added.
  • The largest Eaton Vance Corp. seller in Q4 2017 was Bank of America, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2017.