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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

76 hedge funds and large institutions have $135M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $113M → $135M (+$22.1M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.8% more ownership

Funds ownership: 18.6% → 20.4% (+1.8%)

0% more funds holding

Funds holding: 76 → 76 (0)

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$6.32M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$1.51M
3
CA
Cornerstone Advisors
North Carolina
+$963K
4
RJA
Raymond James & Associates
Florida
+$783K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$557K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$402K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$290K
3
SPIA
Steward Partners Investment Advisory
New York
-$227K
4
EC
Elequin Capital
New York
-$179K
5
CC
Commons Capital
Massachusetts
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$670K +$311K +19,868 +96%
Stifel Financial
27
Stifel Financial
Missouri
$596K +$25.3K +1,617 +5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$563K – – –
BKA
29
Brick & Kyle Associates
Pennsylvania
$530K +$2.68K +171 +0.5%
RJT
30
Raymond James Trust
Florida
$513K +$305K +19,471 +168%
HighTower Advisors
31
HighTower Advisors
Illinois
$507K -$117K -7,445 -20%
IAIM
32
International Assets Investment Management
Florida
$499K +$438K +27,990 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$496K +$11.4K +727 +2%
SFS
34
Shaker Financial Services
Virginia
$492K -$113K -7,226 -20%
RVPG
35
Relative Value Partners Group
$476K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$449K +$44.2K +2,826 +12%
CAN
37
Cetera Advisor Networks
California
$431K +$14.9K +951 +4%
GPA
38
Guerra Pan Advisors
New Jersey
$383K – – –
BIM
39
Bullseye Investment Management
Ohio
$354K +$336K +21,481 New
ATPW
40
Ashton Thomas Private Wealth
Arizona
$347K – – –
SWP
41
Stratos Wealth Partners
Ohio
$280K -$13.7K -877 -5%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$263K -$402K -25,673 -62%
FHA
43
Flagship Harbor Advisors
Massachusetts
$246K +$172 +11 +0.1%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$223K +$501 +32 +0.2%
VF
45
Virtu Financial
New York
$195K +$20.1K +1,282 +12%
JSW
46
Journey Strategic Wealth
New Jersey
$191K – – –
SWM
47
Stockman Wealth Management
Montana
$181K – – –
CAWM
48
Capital Advisors Wealth Management
Washington
$172K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$161K – – –
RFA
50
Register Financial Advisors
Georgia
$115K – – –
1
2
3 4

EOI Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2023, worth a combined $135M — up 20% from $113M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EOI positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $6.32M. The largest seller was PNC Financial Services Group, cutting an estimated $402K.

  • 76 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $135M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2023 was Allworth Financial, an estimated $6.32M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2023 was PNC Financial Services Group, an estimated $402K sold.

Based on aggregated 13F filings for Q2 2023.