EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

82 hedge funds and large institutions have $163M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.73M
2
Invesco
2
Invesco
Georgia
$10.1M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.3M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$584K

Top Sellers

1
AF
1
Allworth Financial
California
$2.6M
2
Ameriprise
2
Ameriprise
Minnesota
$4.32M
3
GC
3
Guggenheim Capital
Illinois
$10.3M
4
AAM
4
Advisors Asset Management
Colorado
$0
5
SFS
5
Shaker Financial Services
Virginia
$632K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.02M – – –
FAIM
27
Financial Advocates Investment Management
Washington
$982K +$43.7K +2,160 +5%
DADC
28
D.A. Davidson & Co
Montana
$939K +$142 +7 +0%
Stifel Financial
29
Stifel Financial
Missouri
$861K -$14.3K -709 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$824K +$28.3K +1,401 +4%
SA
31
Sanctuary Advisors
Indiana
$787K +$200K +9,321 +34%
HighTower Advisors
32
HighTower Advisors
Illinois
$781K -$299K -14,805 -28%
GPA
33
Guerra Pan Advisors
New Jersey
$707K +$66.3K +3,279 +10%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$666K -$11.6K -574 -2%
SFS
35
Shaker Financial Services
Virginia
$632K -$851K -42,067 -57%
RJT
36
Raymond James Trust
Florida
$624K – – –
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$584K +$584K +28,973 New
BRWA
38
B. Riley Wealth Advisors
Florida
$513K +$11.9K +596 +2%
BKA
39
Brick & Kyle Associates
Pennsylvania
$445K -$208K -10,390 -32%
AFG
40
Atomi Financial Group
New York
$442K +$38.8K +1,917 +10%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$431K +$1.98K +98 +0.5%
EAM
42
Everstar Asset Management
North Carolina
$292K +$292K +14,427 New
AWS
43
Atria Wealth Solutions
New York
$291K -$23.3K -1,151 -7%
WPW
44
Warther Private Wealth
Ohio
$277K – – –
CC
45
Commons Capital
Massachusetts
$261K +$261K +12,882 New
BMCM
46
Bryn Mawr Capital Management
Pennsylvania
$253K – – –
SWP
47
Stratos Wealth Partners
Ohio
$248K +$182 +9 +0.1%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$245K +$223 +11 +0.1%
Mariner
49
Mariner
Kansas
$242K +$3.06K +151 +1%
SWA
50
Stratos Wealth Advisors
Ohio
$237K +$2.83K +140 +1%
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