EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

74 hedge funds and large institutions have $147M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
30
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
RJA
3
Raymond James & Associates
Florida
$23.1M
4
BKA
4
Brick & Kyle Associates
Pennsylvania
$1.35M
5
AAM
5
Advisors Asset Management
Colorado
$3.35M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
SWP
4
Stratos Wealth Partners
Ohio
$396K
5
CAWM
5
Capital Advisors Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$602K +$67K +3,320 +13%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$592K -$195K -9,661 -25%
RVPG
28
Relative Value Partners Group
$562K – – –
CAN
29
Cetera Advisor Networks
California
$481K +$21.3K +1,056 +5%
GPA
30
Guerra Pan Advisors
New Jersey
$468K +$468K +23,239 New
First Trust Advisors
31
First Trust Advisors
Illinois
$464K +$6.96K +345 +2%
AMC
32
Asset Management Corp
Illinois
$459K +$5.96K +296 +1%
BRWA
33
B. Riley Wealth Advisors
Florida
$428K -$20.6K -1,019 -5%
SWP
34
Stratos Wealth Partners
Ohio
$396K -$328K -16,279 -45%
FHA
35
Flagship Harbor Advisors
Massachusetts
$367K +$27.9K +1,386 +8%
FAIM
36
Financial Advocates Investment Management
Washington
$364K +$79.6K +3,947 +28%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$327K +$101 +5 +0%
CA
38
Claro Advisors
Massachusetts
$268K +$20.6K +1,020 +8%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$235K +$302 +15 +0.1%
MC
40
Moors & Cabot
Massachusetts
$235K +$1.35K +67 +0.6%
SWM
41
Stockman Wealth Management
Montana
$222K – – –
CC
42
Commons Capital
Massachusetts
$221K +$221K +10,943 New
JSW
43
Journey Strategic Wealth
New Jersey
$221K +$221K +10,975 New
VF
44
Virtu Financial
New York
$219K +$219K +10,848 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$213K – – –
MWA
46
Meridian Wealth Advisors
Texas
$202K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$197K +$197K +9,790 New
First Manhattan
48
First Manhattan
New York
$188K +$3.21K +160 +2%
NSIM
49
North Star Investment Management
Illinois
$178K – – –
HNB
50
Huntington National Bank
Ohio
$151K +$151K +7,501 New
1
2
3 4