Eaton Vance Management is based out of Boston. Eaton Vance Management is a hedge fund with 3851 clients and discretionary assets under management (AUM) of $62,512,762,073 (Form ADV from 2025-01-02). Whalewisdom has at least 111 13F filings, and 312 13G filings
Business Description
Eaton Vance Management is the investment management division of Morgan Stanley, a global financial services firm. Eaton Vance and its predecessors have been providing investment advice since 1924. They offer a range of investment management services, including advisory services for both individual and institutional clients.
Eaton Vance and its advisory affiliates may invest on behalf of themselves in securities and other instruments that are appropriate for their clients. However, there is a potential for conflicts of interest, as the advisory affiliates may give advice or take action for their own accounts that differs from, conflicts with, or is adverse to advice given or action taken for any of the Advisory Clients.
Investment Strategy
Eaton Vance offers a variety of investment strategies to meet the specific needs of its clients. These strategies involve investing in a wide range of financial instruments and asset classes, and are categorized into four broad categories. Eaton Vance generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity or debt instruments judged by Eaton Vance to have unrecognized value or investment potential.
Eaton Vance emphasizes a long-term outlook and capital preservation in its investment decisions. They also focus on portfolio composition to ensure proper balance and diversification, aiming to reduce risk. While Eaton Vance attempts to maintain flexibility to react to market changes, their investment decisions are generally made with a long-term perspective.
Owners
- MORGAN STANLEY CAPITAL MANAGEMENT, LLC - OWNS 100% OF EATON VANCE MANAGEMENT
- CHAPPUIS, JACQUES, PHILPPE - CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT
- Froio, Richard, Francis - CHIEF COMPLIANCE OFFICER
- HUNEKE, BENJAMIN, CORDT - CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT
- BUHAIN WINSLOW, LISA - CHIEF ADMINISTRATIVE OFFICER
- Gallacher, Desmond, J - CHIEF TECHNOLOGY OFFICER AND VICE PRESIDENT Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2024-09-30
Top Buys (13F)
Name | % Change |
---|---|
OWL Blue Owl Capital Inc | 0.17% |
FSV FirstService Corp | 0.14% |
RHI Robert Half Inc | 0.1% |
NTNX Nutanix Inc | 0.03% |
CCCS CCC Intelligent Solu | 0.02% |

2024-09-30
Top Sells (13F)
Name | % Change |
---|---|
PFFD Global X U.S. Prefer | 0.03% |
LNG Cheniere Energy Inc | 0.02% |
NVDA NVIDIA Corp | 0.02% |
GOOG Alphabet Inc. Class | 0.01% |
PINS Pinterest Inc | 0.01% |

2024-09-30
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corporatio | 0.24% |
AAPL Apple Inc | 0.27% |
NVDA NVIDIA Corp | 0.22% |
AMZN Amazon.com Inc | 0.14% |
META Meta Platforms Inc | 0.12% |
All or part of EATON VANCE MANAGEMENT 13F disclosures were filed
under a combined 13F through
MORGAN STANLEY
AMERITAS INVESTMENT PARTNERS, INC.
for 2024-09-30
for 2024-09-30

2024-09-30
13F Activity
Market Value | $0, Prior: $29.1b |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | % |
Turnover %[1] | % |
Turnover Alt %[2] | % |
Time Held Top 20 | quarters |
Time Held Top 10 | quarters |
Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-09-30
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30