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EV

Eaton Vance Corp.
EV

Delisted

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

369 hedge funds and large institutions have $4.19B invested in Eaton Vance Corp. in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,694% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $16K

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% less funds holding

Funds holding: 371369 (-2)

2% less capital invested

Capital invested by funds: $4.27B → $4.19B (-$83.9M)

8% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 129

Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
119
Reduced
129
Closed
29
Calls
$4.77M
Puts
$16K
Net Calls
+$4.75M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$629M +$4.28M +80,753 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M +$5.25M +99,107 +0.9%
State Street
3
State Street
Massachusetts
$374M +$37.9M +715,818 +11%
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$271M
Wells Fargo
5
Wells Fargo
California
$258M -$18.1M -342,550 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$178M -$4.25M -80,258 -2%
Ameriprise
7
Ameriprise
Minnesota
$115M +$28.9M +545,702 +33%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$109M -$4.24M -80,061 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$94.1M +$649K +12,246 +0.7%
EARNEST Partners
10
EARNEST Partners
Georgia
$90.6M -$2.14M -40,414 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$66.1M +$1.42M +26,814 +2%
EVM
12
Eaton Vance Management
Massachusetts
$65M -$402K -7,579 -0.6%
Northern Trust
13
Northern Trust
Illinois
$62.7M -$652K -12,314 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$54.7M +$2.78M +52,492 +5%
Charles Schwab
15
Charles Schwab
California
$50.4M +$2.54M +47,876 +5%
Goldman Sachs
16
Goldman Sachs
New York
$50.3M -$29.3M -553,031 -37%
Norges Bank
17
Norges Bank
Norway
$47.9M
Millennium Management
18
Millennium Management
New York
$44.4M +$6.59M +124,434 +17%
Bank of America
19
Bank of America
North Carolina
$43.1M +$1.36M +25,675 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$36.2M -$41.8M -788,301 -53%
AAM
21
Ardevora Asset Management
United Kingdom
$35.3M +$1.73M +32,700 +5%
LCOV
22
London Company of Virginia
Virginia
$35.1M -$6.55M -123,574 -16%
BTW
23
Boston Trust Walden
Massachusetts
$32M -$946K -17,853 -3%
FT
24
Fiduciary Trust
Massachusetts
$30.6M
Principal Financial Group
25
Principal Financial Group
Iowa
$27.9M +$117K +2,217 +0.4%

EV Hedge Fund Activity: Q3 2018 in Review

369 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q3 2018, worth a combined $4.19B — down 2% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EV positions and 29 closed out — a net gain of 1 holder — while 119 added to existing stakes and 129 trimmed.

The largest buyer was State Street, adding an estimated $37.9M. The largest seller was Citadel Advisors, cutting an estimated $41.8M.

  • 369 institutional investors held Eaton Vance Corp. (EV) as of Q3 2018, down from 371 in Q2 2018.
  • Funds reported $4.19B of Eaton Vance Corp. stock for Q3 2018, down 2% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Corp. positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Eaton Vance Corp. buyer in Q3 2018 was State Street, an estimated $37.9M added.
  • The largest Eaton Vance Corp. seller in Q3 2018 was Citadel Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2018.