EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

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.

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.13%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.46M
3
CA
3
Cornerstone Advisors
North Carolina
$2.93M
4
SFS
4
Shaker Financial Services
Virginia
$1.62M
5
Invesco
5
Invesco
Georgia
$7.7M

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$12.9M
3
AAS
3
Ameritas Advisory Services
Nebraska
$474K
4
IAIM
4
International Assets Investment Management
Florida
$0
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$802K -$80.5K -4,858 -9%
FAIM
27
Financial Advocates Investment Management
Washington
$769K +$19.3K +1,164 +3%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$638K -$26.5K -1,600 -4%
Stifel Financial
29
Stifel Financial
Missouri
$630K +$24.9K +1,500 +4%
AWS
30
Atria Wealth Solutions
New York
$627K -$118K -7,129 -16%
BKA
31
Brick & Kyle Associates
Pennsylvania
$560K +$2.22K +134 +0.4%
CAN
32
Cetera Advisor Networks
California
$535K +$81.4K +4,909 +18%
RJT
33
Raymond James Trust
Florida
$520K +$4.97K +300 +1%
GPA
34
Guerra Pan Advisors
New Jersey
$511K +$125K +7,562 +33%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$499K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$497K -$13.9K -837 -3%
RVPG
37
Relative Value Partners Group
$479K – – –
AAS
38
Ameritas Advisory Services
Nebraska
$474K -$966K -54,255 -67%
BRWA
39
B. Riley Wealth Advisors
Florida
$399K +$399K +24,082 New
FSI
40
Flow State Investments
Illinois
$382K +$382K +23,068 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$349K – – –
SWP
42
Stratos Wealth Partners
Ohio
$282K -$70.9K -4,276 -20%
Mariner
43
Mariner
Kansas
$256K +$82.9K +5,000 +48%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$231K +$231K +13,943 New
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$225K +$564 +34 +0.3%
BMCM
46
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
FHA
47
Flagship Harbor Advisors
Massachusetts
$199K -$21.2K -1,276 -10%
SWA
48
Stratos Wealth Advisors
Ohio
$188K +$2.22K +134 +1%
SWM
49
Stockman Wealth Management
Montana
$182K – – –
JSW
50
Journey Strategic Wealth
New Jersey
$177K -$15.6K -939 -8%
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