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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

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

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $126M → $147M (+$21.1M)

7% more funds holding

Funds holding: 69 → 74 (+5)

0.64% more ownership

Funds ownership: 17.89% → 18.52% (+0.64%)

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

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.71M
2
Morgan Stanley
Morgan Stanley
New York
+$917K
3
RJA
Raymond James & Associates
Florida
+$915K
4
BKA
Brick & Kyle Associates
Pennsylvania
+$829K
5
AAM
Advisors Asset Management
Colorado
+$683K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.55M
2
SFS
Shaker Financial Services
Virginia
-$570K
3
Bank of America
Bank of America
North Carolina
-$433K
4
SWP
Stratos Wealth Partners
Ohio
-$318K
5
CAWM
Capital Advisors Wealth Management
Washington
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$602K +$64.8K +3,320 +13%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$592K -$189K -9,661 -25%
RVPG
28
Relative Value Partners Group
$562K – – –
CAN
29
Cetera Advisor Networks
California
$481K +$20.6K +1,056 +5%
GPA
30
Guerra Pan Advisors
New Jersey
$468K +$454K +23,239 New
First Trust Advisors
31
First Trust Advisors
Illinois
$464K +$6.73K +345 +2%
AMC
32
Asset Management Corp
Illinois
$459K +$5.78K +296 +1%
BRWA
33
B. Riley Wealth Advisors
Florida
$428K -$19.9K -1,019 -5%
SWP
34
Stratos Wealth Partners
Ohio
$396K -$318K -16,279 -45%
FHA
35
Flagship Harbor Advisors
Massachusetts
$367K +$27K +1,386 +8%
FAIM
36
Financial Advocates Investment Management
Washington
$364K +$77K +3,947 +28%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$327K +$98 +5 +0%
CA
38
Claro Advisors
Massachusetts
$268K +$19.9K +1,020 +8%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$235K +$293 +15 +0.1%
MC
40
Moors & Cabot
Massachusetts
$235K +$1.31K +67 +0.6%
SWM
41
Stockman Wealth Management
Montana
$222K – – –
CC
42
Commons Capital
Massachusetts
$221K +$214K +10,943 New
JSW
43
Journey Strategic Wealth
New Jersey
$221K +$214K +10,975 New
VF
44
Virtu Financial
New York
$219K +$212K +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 +$191K +9,790 New
First Manhattan
48
First Manhattan
New York
$188K +$3.12K +160 +2%
NSIM
49
North Star Investment Management
Illinois
$178K – – –
HNB
50
Huntington National Bank
Ohio
$151K +$146K +7,501 New
1
2
3 4

EOI Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2021, worth a combined $147M — up 17% from $126M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EOI positions and 12 closed out — a net gain of 6 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.71M. The largest seller was Cohen & Steers, cutting an estimated $1.55M.

  • 74 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2021, up from 69 in Q3 2021.
  • Funds reported $147M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $1.71M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2021.