EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

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.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.22%
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

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$12.7M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$813K
3
SFS
3
Shaker Financial Services
Virginia
$564K
4
RJA
4
Raymond James & Associates
Florida
$14.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$321K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$1.34M
3
AIP
3
Ameritas Investment Partners
Nebraska
$13.4K
4
AAM
4
Advisors Asset Management
Colorado
$1.58M
5
GC
5
Guggenheim Capital
Illinois
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$526K 34,552 -965 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$520K 34,167 – –
BKA
28
Brick & Kyle Associates
Pennsylvania
$484K 31,800 -504 -2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$447K 29,354 – –
RVPG
30
Relative Value Partners Group
$440K 28,890 -1,000 -3%
CAN
31
Cetera Advisor Networks
California
$383K 25,177 -1,720 -6%
BRWA
32
B. Riley Wealth Advisors
Florida
$371K 24,384 – –
GPA
33
Guerra Pan Advisors
New Jersey
$354K 23,239 – –
ATPW
34
Ashton Thomas Private Wealth
Arizona
$321K 21,066 +21,066 New
AWS
35
Atria Wealth Solutions
New York
$316K 20,771 +20,771 New
SWP
36
Stratos Wealth Partners
Ohio
$272K 17,872 -192 -1%
FHA
37
Flagship Harbor Advisors
Massachusetts
$227K 14,903 -3,319 -18%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$206K 13,502 +43 +0.3%
EC
39
Elequin Capital
New York
$186K 12,251 +5,305 +76%
RJT
40
Raymond James Trust
Florida
$177K 11,611 -2,500 -18%
JSW
41
Journey Strategic Wealth
New Jersey
$177K 11,600 – –
CC
42
Commons Capital
Massachusetts
$173K 11,381 -439 -4%
SWM
43
Stockman Wealth Management
Montana
$167K 11,000 – –
AMC
44
Asset Management Corp
Illinois
$167K 10,947 -21,217 -66%
VF
45
Virtu Financial
New York
$161K 10,563 -226 -2%
CAWM
46
Capital Advisors Wealth Management
Washington
$159K 10,431 +10,431 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$149K 9,790 – –
LFG
48
Larson Financial Group
Missouri
$140K 9,208 -203 -2%
RFA
49
Register Financial Advisors
Georgia
$107K 7,000 – –
CT
50
Colonial Trust
South Carolina
$106K 7,000 – –
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