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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

71 hedge funds and large institutions have $118M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 70 → 71 (+1)

3% more capital invested

Capital invested by funds: $114M → $118M (+$3.41M)

0.12% less ownership

Funds ownership: 17.95% → 17.83% (-0.12%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.49M
2
Ameriprise
Ameriprise
Minnesota
+$2.23M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.46M
4
GC
Guggenheim Capital
Illinois
+$757K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$729K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.53M
2
AIC
Ameritas Investment Company
Nebraska
-$1.28M
3
Wells Fargo
Wells Fargo
California
-$1.1M
4
SCM
Southport Capital Management
Tennessee
-$1.09M
5
Citigroup
Citigroup
New York
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$599K +$20.6K +1,245 +4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$578K – – –
Stifel Financial
28
Stifel Financial
Missouri
$553K -$51.1K -3,082 -9%
RVPG
29
Relative Value Partners Group
$469K – – –
CAWM
30
Capital Advisors Wealth Management
Washington
$415K +$409K +24,679 New
BRWA
31
B. Riley Wealth Advisors
Florida
$361K +$33.8K +2,041 +11%
First Trust Advisors
32
First Trust Advisors
Illinois
$358K -$5.58K -337 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$355K +$350K +21,121 New
BKA
34
Brick & Kyle Associates
Pennsylvania
$276K +$2.72K +164 +1%
FHA
35
Flagship Harbor Advisors
Massachusetts
$258K +$2.4K +145 +1%
CWM
36
Centric Wealth Management
Illinois
$250K -$8.42K -508 -3%
FAIM
37
Financial Advocates Investment Management
Washington
$244K – – –
CAN
38
Cetera Advisor Networks
California
$225K +$265 +16 +0.1%
LFAS
39
Level Four Advisory Services
Texas
$221K +$3.51K +212 +2%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$196K – – –
SWM
41
Stockman Wealth Management
Montana
$185K +$182K +11,000 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$182K – – –
WB
43
WesBanco Bank
West Virginia
$175K +$171K +10,348 New
MWA
44
Meridian Wealth Advisors
Texas
$168K – – –
First Manhattan
45
First Manhattan
New York
$150K +$2.44K +147 +2%
NSIM
46
North Star Investment Management
Illinois
$148K -$509K -30,723 -78%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$144K – – –
Citigroup
48
Citigroup
New York
$124K -$824K -49,734 -87%
AIC
49
Ameritas Investment Company
Nebraska
$108K -$1.28M -77,088 -92%
APA
50
American Portfolios Advisors
New York
$97.8K – – –
1
2
3 4

EOI Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2021, worth a combined $118M — up 3% from $114M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOI positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.49M. The largest seller was Karpus Investment Management, cutting an estimated $6.53M.

  • 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2021, up from 70 in Q4 2020.
  • Funds reported $118M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2021, up 3% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2021 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2021 was Raymond James & Associates, an estimated $4.49M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2021.