EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

74 hedge funds and large institutions have $131M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$3.03M
2
Invesco
2
Invesco
Georgia
$6.51M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.24M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.25M
5
Bank of America
5
Bank of America
North Carolina
$8.07M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$14.6M
2
CA
2
Cornerstone Advisors
North Carolina
$394K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
GC
4
Guggenheim Capital
Illinois
$10.8M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$712K +$68.1K +4,295 +11%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$635K +$93.2K +5,883 +17%
Stifel Financial
28
Stifel Financial
Missouri
$578K +$5.06K +319 +0.9%
BKA
29
Brick & Kyle Associates
Pennsylvania
$533K +$26.6K +1,682 +5%
RJT
30
Raymond James Trust
Florida
$493K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$490K +$2.41K +152 +0.5%
IAIM
32
International Assets Investment Management
Florida
$480K +$6.3K +372 +1%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$477K – – –
RVPG
34
Relative Value Partners Group
$458K – – –
CAN
35
Cetera Advisor Networks
California
$433K +$19K +1,201 +5%
CA
36
Cornerstone Advisors
North Carolina
$394K -$581K -36,639 -60%
GPA
37
Guerra Pan Advisors
New Jersey
$368K – – –
SWP
38
Stratos Wealth Partners
Ohio
$337K +$68.1K +4,294 +25%
ATPW
39
Ashton Thomas Private Wealth
Arizona
$334K – – –
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$215K +$159 +10 +0.1%
FHA
41
Flagship Harbor Advisors
Massachusetts
$210K -$26K -1,641 -11%
BMCM
42
Bryn Mawr Capital Management
Pennsylvania
$198K +$198K +12,500 New
JSW
43
Journey Strategic Wealth
New Jersey
$184K – – –
SWA
44
Stratos Wealth Advisors
Ohio
$178K +$178K +11,200 New
SWM
45
Stockman Wealth Management
Montana
$174K – – –
Mariner
46
Mariner
Kansas
$165K +$165K +10,420 New
CAWM
47
Capital Advisors Wealth Management
Washington
$163K -$2.5K -158 -2%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$155K – – –
CT
49
Colonial Trust
South Carolina
$114K – – –
RFA
50
Register Financial Advisors
Georgia
$111K – – –
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