EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

84 hedge funds and large institutions have $170M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.22M
4
IAIM
4
International Assets Investment Management
Florida
$888K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.3M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
Invesco
3
Invesco
Georgia
$9.46M
4
AF
4
Allworth Financial
California
$2M
5
TL
5
Tradewinds LLC
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$990K +$145K +6,966 +17%
DADC
27
D.A. Davidson & Co
Montana
$964K +$125 +6 +0%
Stifel Financial
28
Stifel Financial
Missouri
$944K +$59.9K +2,882 +7%
IAIM
29
International Assets Investment Management
Florida
$888K +$888K +42,800 New
HighTower Advisors
30
HighTower Advisors
Illinois
$806K +$3.22K +155 +0.4%
GPA
31
Guerra Pan Advisors
New Jersey
$752K +$25.9K +1,245 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$689K +$5.19K +250 +0.8%
SA
33
Sanctuary Advisors
Indiana
$677K -$95K -4,508 -12%
BRWA
34
B. Riley Wealth Advisors
Florida
$569K +$33.8K +1,625 +6%
AFG
35
Atomi Financial Group
New York
$481K +$27.1K +1,307 +6%
SFS
36
Shaker Financial Services
Virginia
$461K -$188K -9,033 -29%
BKA
37
Brick & Kyle Associates
Pennsylvania
$461K +$311 +15 +0.1%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$445K +$1.91K +92 +0.4%
P
39
&Partners
Tennessee
$341K +$341K +16,421 New
CC
40
Commons Capital
Massachusetts
$297K +$29.2K +1,404 +11%
AWS
41
Atria Wealth Solutions
New York
$291K -$7.39K -356 -2%
WPW
42
Warther Private Wealth
Ohio
$285K – – –
EAM
43
Everstar Asset Management
North Carolina
$277K -$22.9K -1,103 -8%
BMCM
44
Bryn Mawr Capital Management
Pennsylvania
$260K – – –
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$252K +$291 +14 +0.1%
SWA
46
Stratos Wealth Advisors
Ohio
$247K +$2.74K +132 +1%
SWP
47
Stratos Wealth Partners
Ohio
$246K -$8.74K -421 -3%
IC
48
IEQ Capital
California
$228K -$12.5K -600 -5%
SWM
49
Stockman Wealth Management
Montana
$228K – – –
Mariner
50
Mariner
Kansas
$224K -$23.8K -1,147 -10%
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