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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

77 hedge funds and large institutions have $150M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

14% more capital invested

Capital invested by funds: $131M → $150M (+$18.5M)

4% more funds holding

Funds holding: 74 → 77 (+3)

1.88% more ownership

Funds ownership: 20.66% → 22.54% (+1.9%)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.45M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.76M
3
CA
Cornerstone Advisors
North Carolina
+$2.38M
4
SFS
Shaker Financial Services
Virginia
+$1.53M
5
Invesco
Invesco
Georgia
+$834K

Top Sellers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
-$3.03M
2
RJA
Raymond James & Associates
Florida
-$2.18M
3
AAS
Ameritas Advisory Services
Nebraska
-$849K
4
IAIM
International Assets Investment Management
Florida
-$480K
5
FPCG
Fort Pitt Capital Group
Pennsylvania
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$802K -$76K -4,858 -9%
FAIM
27
Financial Advocates Investment Management
Washington
$769K +$18.2K +1,164 +3%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$638K -$25K -1,600 -4%
Stifel Financial
29
Stifel Financial
Missouri
$630K +$23.5K +1,500 +4%
AWS
30
Atria Wealth Solutions
New York
$627K -$112K -7,129 -16%
BKA
31
Brick & Kyle Associates
Pennsylvania
$560K +$2.1K +134 +0.4%
CAN
32
Cetera Advisor Networks
California
$535K +$76.8K +4,909 +18%
RJT
33
Raymond James Trust
Florida
$520K +$4.7K +300 +1%
GPA
34
Guerra Pan Advisors
New Jersey
$511K +$118K +7,562 +33%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$499K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$497K -$13.1K -837 -3%
RVPG
37
Relative Value Partners Group
$479K – – –
AAS
38
Ameritas Advisory Services
Nebraska
$474K -$849K -54,255 -67%
BRWA
39
B. Riley Wealth Advisors
Florida
$399K +$377K +24,082 New
FSI
40
Flow State Investments
Illinois
$382K +$361K +23,068 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$349K – – –
SWP
42
Stratos Wealth Partners
Ohio
$282K -$66.9K -4,276 -20%
Mariner
43
Mariner
Kansas
$256K +$78.3K +5,000 +48%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$231K +$218K +13,943 New
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$225K +$532 +34 +0.3%
BMCM
46
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
FHA
47
Flagship Harbor Advisors
Massachusetts
$199K -$20K -1,276 -10%
SWA
48
Stratos Wealth Advisors
Ohio
$188K +$2.1K +134 +1%
SWM
49
Stockman Wealth Management
Montana
$182K – – –
JSW
50
Journey Strategic Wealth
New Jersey
$177K -$14.7K -939 -8%
1
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EOI Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2023, worth a combined $150M — up 14% from $131M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EOI positions and 4 closed out — a net gain of 5 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.45M. The largest seller was Bullseye Investment Management, exiting entirely with an estimated $3.03M sold.

  • 77 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $150M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2023 and 4 closed out, a net change of +5 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $8.45M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2023 was Bullseye Investment Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2023.