EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

56 hedge funds and large institutions have $70.7M invested in Eaton Vance Enhanced Equity Income Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$3.83M
2
Wells Fargo
Wells Fargo
California
$5.98M
3
CRC
Curi RMB Capital
Illinois
$1.64M
4
Citigroup
Citigroup
New York
$1.35M
5
DA
Doliver Advisors
Texas
$685K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$18.2M
2
NSIM
North Star Investment Management
Illinois
$208K
3
AAM
Advisors Asset Management
Colorado
$11.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39M
5
OFG
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$235K +$43K +3,400 +22%
SPC
27
Sigma Planning Corp
Michigan
$233K +$22.1K +1,743 +10%
WB
28
WesBanco Bank
West Virginia
$220K – – –
NSIM
29
North Star Investment Management
Illinois
$208K -$3.51M -278,117 -94%
SGK
30
Steigerwald Gordon & Koch
Virginia
$190K – – –
First Manhattan
31
First Manhattan
New York
$188K +$3.69K +292 +2%
US Bancorp
32
US Bancorp
Minnesota
$178K +$178K +14,063 New
AG
33
Advisor Group
Arizona
$168K +$38.1K +3,018 +29%
CWM
34
Concert Wealth Management
California
$146K – – –
CCM
35
Cribstone Capital Management
Maine
$137K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$127K +$4.53K +360 +4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$80K -$71.4K -5,642 -47%
BKA
38
Brick & Kyle Associates
Pennsylvania
$73K – – –
MFS
39
MSI Financial Services
Massachusetts
$71K -$4.95K -391 -7%
TCOV
40
Trust Company of Vermont
Vermont
$71K – – –
HPBT
41
High Point Bank & Trust
North Carolina
$32K – – –
IA
42
IFP Advisors
Florida
$28K -$3.98K -310 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$25K – – –
CPIG
44
Chicago Partners Investment Group
Illinois
$22K – – –
RFWA
45
RPg Family Wealth Advisory
Massachusetts
$19.5K +$19.5K +1,539 New
BWP
46
Baldwin Wealth Partners
Massachusetts
$19K – – –
WA
47
WFG Advisors
Texas
$15K – – –
Creative Planning
48
Creative Planning
Kansas
$12K – – –
GWM
49
Geneos Wealth Management
Colorado
$10K – – –
EWM
50
Edge Wealth Management
New York
$6K – – –
1
2
3