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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

76 hedge funds and large institutions have $113M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.43% less ownership

Funds ownership: 19.03% → 18.6% (-0.43%)

1% less capital invested

Capital invested by funds: $114M → $113M (-$1.2M)

4% less funds holding

Funds holding: 79 → 76 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPCG
Fort Pitt Capital Group
Pennsylvania
+$2.83M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$832K
3
SFS
Shaker Financial Services
Virginia
+$577K
4
RJA
Raymond James & Associates
Florida
+$506K
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$328K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$1.59M
2
AAS
Ameritas Advisory Services
Nebraska
-$1.12M
3
AIP
Ameritas Investment Partners
Nebraska
-$1.05M
4
AAM
Advisors Asset Management
Colorado
-$1.02M
5
GC
Guggenheim Capital
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$526K -$15K -965 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$520K – – –
BKA
28
Brick & Kyle Associates
Pennsylvania
$484K -$7.86K -504 -2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$447K – – –
RVPG
30
Relative Value Partners Group
$440K -$15.6K -1,000 -3%
CAN
31
Cetera Advisor Networks
California
$383K -$26.8K -1,720 -6%
BRWA
32
B. Riley Wealth Advisors
Florida
$371K – – –
GPA
33
Guerra Pan Advisors
New Jersey
$354K – – –
ATPW
34
Ashton Thomas Private Wealth
Arizona
$321K +$328K +21,066 New
AWS
35
Atria Wealth Solutions
New York
$316K +$324K +20,771 New
SWP
36
Stratos Wealth Partners
Ohio
$272K -$2.99K -192 -1%
FHA
37
Flagship Harbor Advisors
Massachusetts
$227K -$51.7K -3,319 -18%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$206K +$670 +43 +0.3%
EC
39
Elequin Capital
New York
$186K +$82.7K +5,305 +76%
RJT
40
Raymond James Trust
Florida
$177K -$39K -2,500 -18%
JSW
41
Journey Strategic Wealth
New Jersey
$177K – – –
CC
42
Commons Capital
Massachusetts
$173K -$6.84K -439 -4%
SWM
43
Stockman Wealth Management
Montana
$167K – – –
AMC
44
Asset Management Corp
Illinois
$167K -$331K -21,217 -66%
VF
45
Virtu Financial
New York
$161K -$3.52K -226 -2%
CAWM
46
Capital Advisors Wealth Management
Washington
$159K +$163K +10,431 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$149K – – –
LFG
48
Larson Financial Group
Missouri
$140K -$3.16K -203 -2%
RFA
49
Register Financial Advisors
Georgia
$107K – – –
CT
50
Colonial Trust
South Carolina
$106K – – –
1
2
3 4

EOI Hedge Fund Activity: Q1 2023 in Review

76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2023, worth a combined $113M — down 1.1% from $114M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EOI and 11 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Fort Pitt Capital Group, adding an estimated $2.83M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $1.59M sold.

  • 76 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2023, down from 79 in Q4 2022.
  • Funds reported $113M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2023, down 1.1% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2023 and 14 closed out, a net change of -3 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2023 was Fort Pitt Capital Group, an estimated $2.83M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2023 was International Assets Investment Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2023.