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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

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

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 80 → 82 (+2)

1% more capital invested

Capital invested by funds: $161M → $163M (+$2.32M)

0.98% less ownership

Funds ownership: 21.12% → 20.14% (-0.98%)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.18%
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

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.37M
2
Invesco
Invesco
Georgia
+$1.62M
3
RJA
Raymond James & Associates
Florida
+$758K
4
Morgan Stanley
Morgan Stanley
New York
+$577K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$559K

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$2.63M
2
Ameriprise
Ameriprise
Minnesota
-$2.24M
3
GC
Guggenheim Capital
Illinois
-$2.08M
4
AAM
Advisors Asset Management
Colorado
-$1.13M
5
SFS
Shaker Financial Services
Virginia
-$812K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.02M – – –
FAIM
27
Financial Advocates Investment Management
Washington
$982K +$41.7K +2,160 +5%
DADC
28
D.A. Davidson & Co
Montana
$939K +$135 +7 +0%
Stifel Financial
29
Stifel Financial
Missouri
$861K -$13.7K -709 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$824K +$27K +1,401 +4%
SA
31
Sanctuary Advisors
Indiana
$787K +$180K +9,321 +34%
HighTower Advisors
32
HighTower Advisors
Illinois
$781K -$286K -14,805 -28%
GPA
33
Guerra Pan Advisors
New Jersey
$707K +$63.3K +3,279 +10%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$666K -$11.1K -574 -2%
SFS
35
Shaker Financial Services
Virginia
$632K -$812K -42,067 -57%
RJT
36
Raymond James Trust
Florida
$624K – – –
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$584K +$559K +28,973 New
BRWA
38
B. Riley Wealth Advisors
Florida
$513K +$11.5K +596 +2%
BKA
39
Brick & Kyle Associates
Pennsylvania
$445K -$200K -10,390 -32%
AFG
40
Atomi Financial Group
New York
$442K +$37K +1,917 +10%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$431K +$1.89K +98 +0.5%
EAM
42
Everstar Asset Management
North Carolina
$292K +$278K +14,427 New
AWS
43
Atria Wealth Solutions
New York
$291K -$22.2K -1,151 -7%
WPW
44
Warther Private Wealth
Ohio
$277K – – –
CC
45
Commons Capital
Massachusetts
$261K +$249K +12,882 New
BMCM
46
Bryn Mawr Capital Management
Pennsylvania
$253K – – –
SWP
47
Stratos Wealth Partners
Ohio
$248K +$174 +9 +0.1%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$245K +$212 +11 +0.1%
Mariner
49
Mariner
Kansas
$242K +$2.91K +151 +1%
SWA
50
Stratos Wealth Advisors
Ohio
$237K +$2.7K +140 +1%
1
2
3 4

EOI Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2024, worth a combined $163M — up 1.4% from $161M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOI positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.37M. The largest seller was Allworth Financial, cutting an estimated $2.63M.

  • 82 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2024, up from 80 in Q2 2024.
  • Funds reported $163M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2024 was Royal Bank of Canada, an estimated $2.37M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2024 was Allworth Financial, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2024.