We are live on ! Find out more
EOI

Eaton Vance Enhanced Equity Income Fund

71 hedge funds and large institutions have $87.9M invested in Eaton Vance Enhanced Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

9% more funds holding

Funds holding: 6571 (+6)

5% more capital invested

Capital invested by funds: $83.8M → $87.9M (+$4.09M)

0.07% more ownership

Funds ownership: 14.89%14.95% (+0.07%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$576K +$24K +1,636 +4%
NSIM
27
North Star Investment Management
Illinois
$548K +$6.89K +469 +1%
GSWM
28
Golden State Wealth Management
California
$513K -$12.3K -835 -2%
AIC
29
Ameritas Investment Company
Nebraska
$504K +$494K +33,653 New
SWP
30
Stratos Wealth Partners
Ohio
$463K +$11K +750 +2%
RVPG
31
Relative Value Partners Group
$418K
FHA
32
Flagship Harbor Advisors
Massachusetts
$411K -$1.84K -125 -0.5%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$376K +$1.75K +119 +0.5%
First Trust Advisors
34
First Trust Advisors
Illinois
$371K +$92.2K +6,279 +34%
BKA
35
Brick & Kyle Associates
Pennsylvania
$269K +$48K +3,268 +22%
EPA
36
Element Pointe Advisors
Florida
$262K
WB
37
WesBanco Bank
West Virginia
$248K
MML Investors Services
38
MML Investors Services
Massachusetts
$201K +$2.13K +145 +1%
Creative Planning
39
Creative Planning
Kansas
$184K +$181K +12,294 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$182K
MFG
41
Magnus Financial Group
New York
$178K +$175K +11,900 New
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$174K
SB
43
Suntrust Banks
Georgia
$165K +$12.6K +855 +7%
CFGS
44
Concourse Financial Group Securities
Alabama
$158K +$155K +10,568 New
ACM
45
Ategra Capital Management
Virginia
$151K
MWA
46
Meridian Wealth Advisors
Texas
$150K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$124K -$112K -7,620 -48%
First Manhattan
48
First Manhattan
New York
$117K +$2.12K +144 +2%
CIA
49
Capital Investment Advisors
Georgia
$109K +$107K +7,267 New
APA
50
American Portfolios Advisors
New York
$87.1K

EOI Hedge Fund Activity: Q2 2019 in Review

71 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2019, worth a combined $87.9M — up 4.9% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOI positions and 6 closed out — a net gain of 6 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.78M. The largest seller was Advisors Asset Management, cutting an estimated $1.44M.

  • 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2019, up from 65 in Q1 2019.
  • Funds reported $87.9M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2019, up 4.9% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2019 and 6 closed out, a net change of +6 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2019 was Raymond James & Associates, an estimated $1.78M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2019 was Advisors Asset Management, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2019.