EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

68 hedge funds and large institutions have $132M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$18.1M
2
Invesco
2
Invesco
Georgia
$11.4M
3
AIC
3
Ameritas Investment Company
Nebraska
$1.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.92M
5
AAM
5
Advisors Asset Management
Colorado
$2.61M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$652K
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.24M
4
SFS
4
Shaker Financial Services
Virginia
$2.21M
5
LPL Financial
5
LPL Financial
California
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$652K -$1.32M -70,989 -67%
Stifel Financial
27
Stifel Financial
Missouri
$648K +$37K +1,994 +6%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$635K -$2.78K -150 -0.4%
RVPG
29
Relative Value Partners Group
$518K – – –
BKA
30
Brick & Kyle Associates
Pennsylvania
$454K +$153K +8,254 +51%
AMC
31
Asset Management Corp
Illinois
$412K -$18.3K -986 -4%
First Trust Advisors
32
First Trust Advisors
Illinois
$406K +$10.9K +587 +3%
BRWA
33
B. Riley Wealth Advisors
Florida
$400K +$837 +45 +0.2%
FHA
34
Flagship Harbor Advisors
Massachusetts
$313K +$28.3K +1,522 +10%
CAWM
35
Capital Advisors Wealth Management
Washington
$303K -$156K -8,380 -34%
CAN
36
Cetera Advisor Networks
California
$299K +$51.2K +2,757 +21%
FAIM
37
Financial Advocates Investment Management
Washington
$262K -$7.43K -400 -3%
CA
38
Claro Advisors
Massachusetts
$225K +$225K +12,100 New
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$216K – – –
SWM
40
Stockman Wealth Management
Montana
$204K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$200K +$200K +10,797 New
MC
42
Moors & Cabot
Massachusetts
$196K +$196K +10,534 New
MWA
43
Meridian Wealth Advisors
Texas
$186K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$182K – – –
First Manhattan
45
First Manhattan
New York
$168K +$2.54K +137 +2%
NSIM
46
North Star Investment Management
Illinois
$164K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$159K – – –
Citigroup
48
Citigroup
New York
$146K +$9.7K +524 +7%
APA
49
American Portfolios Advisors
New York
$133K +$25.1K +1,352 +23%
SB
50
Strategic Blueprint
Georgia
$104K +$104K +5,600 New
1
2
3 4