EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

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
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.44%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$7.94M
2
Truist Financial
2
Truist Financial
North Carolina
$1.74M
3
SFS
3
Shaker Financial Services
Virginia
$1.19M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.65M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$7.23M
2
Invesco
2
Invesco
Georgia
$7.26M
3
Bank of America
3
Bank of America
North Carolina
$10.7M
4
AAM
4
Advisors Asset Management
Colorado
$2.67M
5
Wells Fargo
5
Wells Fargo
California
$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
26
North Star Investment Management
Illinois
$571K +$7.27K +497 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$548K +$220K +14,993 +67%
SC
28
Stolper & Co
Oklahoma
$545K +$25.5K +1,742 +5%
Stifel Financial
29
Stifel Financial
Missouri
$536K -$20.7K -1,412 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$514K +$1.58K +108 +0.3%
SWP
31
Stratos Wealth Partners
Ohio
$503K +$2.49K +170 +0.5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$503K +$141K +9,661 +39%
AMC
33
Asset Management Corp
Illinois
$444K +$133K +9,097 +43%
RVPG
34
Relative Value Partners Group
$408K – – –
WAM
35
Weiss Asset Management
Massachusetts
$359K +$359K +24,547 New
First Trust Advisors
36
First Trust Advisors
Illinois
$331K -$15.7K -1,074 -5%
AAS
37
Avantax Advisory Services
Texas
$258K +$258K +17,659 New
BRWA
38
B. Riley Wealth Advisors
Florida
$240K -$29.2K -1,993 -11%
FHA
39
Flagship Harbor Advisors
Massachusetts
$221K +$48.4K +3,315 +28%
FAIM
40
Financial Advocates Investment Management
Washington
$212K -$25.9K -1,770 -11%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$209K +$61.3K +4,200 +41%
LFAS
42
Level Four Advisory Services
Texas
$186K +$3.27K +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 -$36.6K -2,500 -19%
CAN
47
Cetera Advisor Networks
California
$155K +$263 +18 +0.2%
OC
48
Oppenheimer & Co
New York
$152K +$152K +10,359 New
MWA
49
Meridian Wealth Advisors
Texas
$146K – – –
First Manhattan
50
First Manhattan
New York
$126K +$2.23K +153 +2%
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2
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