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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

79 hedge funds and large institutions have $114M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

16% more funds holding

Funds holding: 68 → 79 (+11)

9% more capital invested

Capital invested by funds: $105M → $114M (+$9.11M)

0.46% more ownership

Funds ownership: 18.57% → 19.03% (+0.46%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
23
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.63M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$1.52M
3
GC
Guggenheim Capital
Illinois
+$1.5M
4
AAS
Ameritas Advisory Services
Nebraska
+$1.1M
5
Ameriprise
Ameriprise
Minnesota
+$748K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.53M
2
RJA
Raymond James & Associates
Florida
-$1.01M
3
Invesco
Invesco
Georgia
-$828K
4
Morgan Stanley
Morgan Stanley
New York
-$637K
5
CA
Claro Advisors
Massachusetts
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$568K +$41.9K +2,648 +7%
Stifel Financial
27
Stifel Financial
Missouri
$530K +$90.7K +5,731 +19%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$510K -$9.34K -590 -2%
BKA
29
Brick & Kyle Associates
Pennsylvania
$482K -$85K -5,372 -14%
AMC
30
Asset Management Corp
Illinois
$480K -$80.5K -5,085 -14%
RVPG
31
Relative Value Partners Group
$446K +$15.8K +1,000 +3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$438K – – –
CAN
33
Cetera Advisor Networks
California
$402K -$50.3K -3,180 -11%
BRWA
34
B. Riley Wealth Advisors
Florida
$364K -$9.07K -573 -2%
GPA
35
Guerra Pan Advisors
New Jersey
$347K – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
$272K +$2.58K +163 +0.9%
SWP
37
Stratos Wealth Partners
Ohio
$270K -$2.85K -180 -1%
AGM
38
Alpine Global Management
New York
$266K +$282K +17,808 New
First Trust Advisors
39
First Trust Advisors
Illinois
$252K -$48.6K -3,072 -15%
RJT
40
Raymond James Trust
Florida
$211K +$223K +14,111 New
Lido Advisors
41
Lido Advisors
California
$202K +$214K +13,512 New
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$201K +$24.2K +1,531 +13%
KAS
43
Kestra Advisory Services
Texas
$187K +$198K +12,525 New
CC
44
Commons Capital
Massachusetts
$176K +$1.19K +75 +0.6%
JSW
45
Journey Strategic Wealth
New Jersey
$173K – – –
SWM
46
Stockman Wealth Management
Montana
$164K +$174K +11,000 New
VF
47
Virtu Financial
New York
$161K +$171K +10,789 New
MCC
48
Money Concepts Capital
Florida
$152K +$161K +10,178 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$146K – – –
LFG
50
Larson Financial Group
Missouri
$141K -$3.2K -202 -2%
1
2
3 4

EOI Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2022, worth a combined $114M — up 8.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EOI positions and 7 closed out — a net gain of 15 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.63M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.53M sold.

  • 79 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2022, up from 68 in Q3 2022.
  • Funds reported $114M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2022 and 7 closed out, a net change of +15 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2022 was International Assets Investment Management, an estimated $1.63M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2022 was Shaker Financial Services, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2022.