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EV

Eaton Vance Corp.
EV

Delisted

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

359 hedge funds and large institutions have $2.89B invested in Eaton Vance Corp. in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $1.48M

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

3% less funds holding

Funds holding: 369359 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

31% less capital invested

Capital invested by funds: $4.19B → $2.89B (-$1.3B)

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
118
Reduced
113
Closed
61
Calls
$3.63M
Puts
$1.48M
Net Calls
+$2.15M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$428M +$8.84M +209,179 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$413M +$7.68M +181,848 +2%
State Street
3
State Street
Massachusetts
$303M +$64M +1,513,893 +21%
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$182M -$3.38K -80 -0%
Wells Fargo
5
Wells Fargo
California
$167M -$6.81M -161,173 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$70.1M -$58.6M -1,387,326 -41%
JP Morgan Chase
7
JP Morgan Chase
New York
$66.2M +$3.86M +91,470 +5%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$62.6M -$12.1M -286,352 -14%
EARNEST Partners
9
EARNEST Partners
Georgia
$59.5M -$1.35M -31,967 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$54.1M +$64.5M +1,526,800 +13,512%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$45.9M +$2.03M +47,990 +4%
Ameriprise
12
Ameriprise
Minnesota
$44.5M -$38.7M -915,561 -42%
EVM
13
Eaton Vance Management
Massachusetts
$43.3M -$284K -6,721 -0.5%
Northern Trust
14
Northern Trust
Illinois
$42.9M +$1.1M +25,945 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$40.1M +$4.26M +100,760 +10%
Charles Schwab
16
Charles Schwab
California
$36M +$2.77M +65,648 +7%
AAM
17
Ardevora Asset Management
United Kingdom
$34.9M +$13.5M +320,500 +48%
Norges Bank
18
Norges Bank
Norway
$33.7M +$2.03M +48,077 +5%
Two Sigma Investments
19
Two Sigma Investments
New York
$25.7M +$30.9M +731,418 New
Millennium Management
20
Millennium Management
New York
$25.2M -$5.41M -128,006 -15%
Bank of America
21
Bank of America
North Carolina
$24.8M -$4.84M -114,668 -14%
Goldman Sachs
22
Goldman Sachs
New York
$24.7M -$10.7M -253,682 -27%
Deutsche Bank
23
Deutsche Bank
Germany
$23.4M +$18.3M +432,587 +187%
BTW
24
Boston Trust Walden
Massachusetts
$22.9M +$1.76M +41,581 +7%
LCOV
25
London Company of Virginia
Virginia
$20.9M -$3.16M -74,815 -11%

EV Hedge Fund Activity: Q4 2018 in Review

359 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2018, worth a combined $2.89B — down 31% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EV and 52 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 118 added.

The largest buyer was Renaissance Technologies, adding an estimated $64.5M. The largest seller was Bank of New York Mellon, cutting an estimated $58.6M.

  • 359 institutional investors held Eaton Vance Corp. (EV) as of Q4 2018, down from 369 in Q3 2018.
  • Funds reported $2.89B of Eaton Vance Corp. stock for Q4 2018, down 31% quarter-over-quarter.
  • 52 funds opened new Eaton Vance Corp. positions in Q4 2018 and 61 closed out, a net change of -9 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2018 was Renaissance Technologies, an estimated $64.5M added.
  • The largest Eaton Vance Corp. seller in Q4 2018 was Bank of New York Mellon, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2018.