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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

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

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

2% more funds holding

Funds holding: 82 → 84 (+2)

4% more capital invested

Capital invested by funds: $163M → $170M (+$6.63M)

0.26% more ownership

Funds ownership: 20.14% → 20.41% (+0.26%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.11%
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

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$959K
4
IAIM
International Assets Investment Management
Florida
+$889K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$834K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$2.07M
2
GC
Guggenheim Capital
Illinois
-$1.8M
3
Invesco
Invesco
Georgia
-$936K
4
AF
Allworth Financial
California
-$716K
5
TL
Tradewinds LLC
North Carolina
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$889K +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 +$5.2K +250 +0.8%
SA
33
Sanctuary Advisors
Indiana
$677K -$93.7K -4,508 -12%
BRWA
34
B. Riley Wealth Advisors
Florida
$569K +$33.8K +1,625 +6%
AFG
35
Atomi Financial Group
New York
$481K +$27.2K +1,307 +6%
SFS
36
Shaker Financial Services
Virginia
$461K -$188K -9,033 -29%
BKA
37
Brick & Kyle Associates
Pennsylvania
$461K +$312 +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 -$7.4K -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 -$8.75K -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%
1
2
3 4

EOI Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2024, worth a combined $170M — up 4.1% from $163M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOI positions and 6 closed out — a net gain of 6 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $16.8M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.07M sold.

  • 84 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $170M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2024, up 4.1% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2024 and 6 closed out, a net change of +6 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $16.8M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $2.07M sold.

Based on aggregated 13F filings for Q4 2024.