EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

80 hedge funds and large institutions have $161M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Concurrent Investment Advisors
Florida
$4.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.2M
3
IAIM
3
International Assets Investment Management
Florida
$806K
4
Invesco
4
Invesco
Georgia
$8.09M
5
SFS
5
Shaker Financial Services
Virginia
$1.42M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.4M
2
AF
2
Allworth Financial
California
$5.01M
3
CA
3
Cornerstone Advisors
North Carolina
$2.69M
4
RJA
4
Raymond James & Associates
Florida
$12.7M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.1M +$126K +6,480 +13%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.08M -$188K -9,696 -15%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.04M +$316K +16,266 +44%
Corient Private Wealth
29
Corient Private Wealth
Florida
$975K – – –
DADC
30
D.A. Davidson & Co
Montana
$902K +$136 +7 +0%
FAIM
31
Financial Advocates Investment Management
Washington
$901K – – –
Stifel Financial
32
Stifel Financial
Missouri
$841K +$107K +5,529 +15%
IAIM
33
International Assets Investment Management
Florida
$806K +$806K +41,500 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$764K -$4.41K -227 -0.6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$650K +$11.2K +574 +2%
BKA
36
Brick & Kyle Associates
Pennsylvania
$633K +$2.78K +143 +0.4%
GPA
37
Guerra Pan Advisors
New Jersey
$616K +$49.6K +2,553 +9%
RJT
38
Raymond James Trust
Florida
$599K +$4.86K +250 +0.8%
BRWA
39
B. Riley Wealth Advisors
Florida
$489K +$489K +25,160 New
SA
40
Sanctuary Advisors
Indiana
$483K +$483K +27,329 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$412K +$1.96K +101 +0.5%
AFG
42
Atomi Financial Group
New York
$388K +$388K +19,944 New
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$331K +$32.7K +1,651 +11%
LCM
44
Landscape Capital Management
New Jersey
$316K -$493K -25,374 -61%
AWS
45
Atria Wealth Solutions
New York
$302K -$44.6K -2,294 -13%
WPW
46
Warther Private Wealth
Ohio
$266K +$266K +13,700 New
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$240K +$215K +11,195 +858%
SWP
48
Stratos Wealth Partners
Ohio
$238K -$30.1K -1,547 -11%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$235K -$29.3K -1,507 -11%
Mariner
50
Mariner
Kansas
$229K +$26.8K +1,377 +13%
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