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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

71 hedge funds and large institutions have $102M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

6% more funds holding

Funds holding: 67 → 71 (+4)

5% more capital invested

Capital invested by funds: $96.9M → $102M (+$5.08M)

0.32% more ownership

Funds ownership: 17.39% → 17.71% (+0.32%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
Truist Financial
Truist Financial
North Carolina
+$1.52M
3
SFS
Shaker Financial Services
Virginia
+$1.22M
4
Cohen & Steers
Cohen & Steers
New York
+$899K
5
Osaic Holdings
Osaic Holdings
Arizona
+$457K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.7M
2
Invesco
Invesco
Georgia
-$1.2M
3
Bank of America
Bank of America
North Carolina
-$1.12M
4
AAM
Advisors Asset Management
Colorado
-$497K
5
Wells Fargo
Wells Fargo
California
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$571K +$7.48K +497 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$548K +$226K +14,993 +67%
SC
28
Stolper & Co
Oklahoma
$545K +$26.2K +1,742 +5%
Stifel Financial
29
Stifel Financial
Missouri
$536K -$21.3K -1,412 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$514K +$1.63K +108 +0.3%
SWP
31
Stratos Wealth Partners
Ohio
$503K +$2.56K +170 +0.5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$503K +$145K +9,661 +39%
AMC
33
Asset Management Corp
Illinois
$444K +$137K +9,097 +43%
RVPG
34
Relative Value Partners Group
$408K – – –
WAM
35
Weiss Asset Management
Massachusetts
$359K +$370K +24,547 New
First Trust Advisors
36
First Trust Advisors
Illinois
$331K -$16.2K -1,074 -5%
AAS
37
Avantax Advisory Services
Texas
$258K +$266K +17,659 New
BRWA
38
B. Riley Wealth Advisors
Florida
$240K -$30K -1,993 -11%
FHA
39
Flagship Harbor Advisors
Massachusetts
$221K +$49.9K +3,315 +28%
FAIM
40
Financial Advocates Investment Management
Washington
$212K -$26.6K -1,770 -11%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$209K +$63.2K +4,200 +41%
LFAS
42
Level Four Advisory Services
Texas
$186K +$3.36K +223 +2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$182K – – –
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$170K – – –
MFG
45
Magnus Financial Group
New York
$161K – – –
WB
46
WesBanco Bank
West Virginia
$159K -$37.6K -2,500 -19%
CAN
47
Cetera Advisor Networks
California
$155K +$271 +18 +0.2%
OC
48
Oppenheimer & Co
New York
$152K +$156K +10,359 New
MWA
49
Meridian Wealth Advisors
Texas
$146K – – –
First Manhattan
50
First Manhattan
New York
$126K +$2.3K +153 +2%
1
2
3 4

EOI Hedge Fund Activity: Q3 2020 in Review

71 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2020, worth a combined $102M — up 5.2% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOI positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Karpus Investment Management, cutting an estimated $3.7M.

  • 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $102M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2020, up 5.2% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.64M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2020 was Karpus Investment Management, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2020.