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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

70 hedge funds and large institutions have $114M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

12% more capital invested

Capital invested by funds: $102M → $114M (+$12.2M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.24% more ownership

Funds ownership: 17.71% → 17.95% (+0.24%)

1% less funds holding

Funds holding: 71 → 70 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.31M
2
SFS
Shaker Financial Services
Virginia
+$1.27M
3
Citigroup
Citigroup
New York
+$760K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$715K
5
Cohen & Steers
Cohen & Steers
New York
+$700K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.82M
2
CWM
Centric Wealth Management
Illinois
-$1.14M
3
GC
Guggenheim Capital
Illinois
-$796K
4
Morgan Stanley
Morgan Stanley
New York
-$458K
5
RJA
Raymond James & Associates
Florida
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$768K +$154K +10,074 +27%
DADC
27
D.A. Davidson & Co
Montana
$707K -$12.9K -845 -2%
NSIM
28
North Star Investment Management
Illinois
$639K +$7.7K +504 +1%
SC
29
Stolper & Co
Oklahoma
$591K -$10.7K -697 -2%
Stifel Financial
30
Stifel Financial
Missouri
$582K -$10.1K -662 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$578K +$9.31K +609 +2%
AMC
32
Asset Management Corp
Illinois
$558K +$57.3K +3,752 +12%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$556K – – –
SWP
34
Stratos Wealth Partners
Ohio
$555K – – –
RVPG
35
Relative Value Partners Group
$451K – – –
First Trust Advisors
36
First Trust Advisors
Illinois
$349K -$15K -982 -4%
BRWA
37
B. Riley Wealth Advisors
Florida
$314K +$46.2K +3,025 +18%
BKA
38
Brick & Kyle Associates
Pennsylvania
$258K +$247K +16,134 New
CWM
39
Centric Wealth Management
Illinois
$249K -$1.14M -74,388 -83%
FHA
40
Flagship Harbor Advisors
Massachusetts
$245K +$413 +27 +0.2%
FAIM
41
Financial Advocates Investment Management
Washington
$235K – – –
CAN
42
Cetera Advisor Networks
California
$216K +$41.5K +2,717 +26%
LFAS
43
Level Four Advisory Services
Texas
$209K +$3.48K +228 +2%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$188K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$182K – – –
MFG
46
Magnus Financial Group
New York
$177K – – –
MWA
47
Meridian Wealth Advisors
Texas
$162K – – –
First Manhattan
48
First Manhattan
New York
$142K +$2.42K +158 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$138K -$88.6K -5,795 -40%
APA
50
American Portfolios Advisors
New York
$94K – – –
1
2
3 4

EOI Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2020, worth a combined $114M — up 12% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOI positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Advisors Asset Management, cutting an estimated $1.82M.

  • 70 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2020, down from 71 in Q3 2020.
  • Funds reported $114M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2020 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $1.31M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2020.