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EV

Eaton Vance Corp.
EV

Delisted

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

371 hedge funds and large institutions have $3.7B invested in Eaton Vance Corp. in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,166% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $382K

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

7% more funds holding

Funds holding: 346371 (+25)

4% more capital invested

Capital invested by funds: $3.55B → $3.7B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
128
Reduced
107
Closed
24
Calls
$4.84M
Puts
$382K
Net Calls
+$4.46M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$584M +$27.2M +588,946 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$493M +$2.93M +63,351 +0.6%
State Street
3
State Street
Massachusetts
$461M -$3.66M -79,180 -0.8%
Wells Fargo
4
Wells Fargo
California
$245M +$4.4M +95,165 +2%
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$241M
EARNEST Partners
6
EARNEST Partners
Georgia
$92.2M +$10.7M +231,216 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$87.1M -$8.44M -182,596 -9%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$85.3M +$9.95M +215,280 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$77M +$3.11M +67,169 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$74.9M +$1.76M +37,959 +2%
Northern Trust
11
Northern Trust
Illinois
$57.4M +$335K +7,251 +0.6%
Charles Schwab
12
Charles Schwab
California
$56.6M +$508K +10,993 +0.9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$54.9M -$839K -18,140 -2%
Norges Bank
14
Norges Bank
Norway
$44.8M
BTW
15
Boston Trust Walden
Massachusetts
$43.8M +$1.07M +23,128 +3%
Bank of America
16
Bank of America
North Carolina
$40.5M +$3.22M +69,720 +9%
Lazard Asset Management
17
Lazard Asset Management
New York
$39.2M +$12.8M +276,873 +49%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$38.2M +$128K +2,776 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$37.6M +$1.06M +22,928 +3%
FT
20
Fiduciary Trust
Massachusetts
$28.8M +$765K +16,541 +3%
LCOV
21
London Company of Virginia
Virginia
$28.7M -$639K -13,823 -2%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$23.1M +$249K +5,394 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$22.9M +$9.71K +210 +0%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$22.4M -$421K -9,100 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$21.4M +$862K +18,640 +4%

EV Hedge Fund Activity: Q4 2019 in Review

371 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Corp. (EV) for Q4 2019, worth a combined $3.7B — up 4.2% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EV positions and 24 closed out — a net gain of 33 holders — while 128 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $58.4M.

  • 371 institutional investors held Eaton Vance Corp. (EV) as of Q4 2019, up from 346 in Q3 2019.
  • Funds reported $3.7B of Eaton Vance Corp. stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 57 funds opened new Eaton Vance Corp. positions in Q4 2019 and 24 closed out, a net change of +33 holders.
  • The largest Eaton Vance Corp. buyer in Q4 2019 was BlackRock, an estimated $27.2M added.
  • The largest Eaton Vance Corp. seller in Q4 2019 was Citadel Advisors, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2019.