Eaton Vance Enhanced Equity Income Fund
EOI
49 hedge funds and large institutions have $103M invested in Eaton Vance Enhanced Equity Income Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
11% more funds holding
Funds holding: 44 → 49 (+5)
1% more capital invested
Capital invested by funds: $102M → $103M (+$772K)
0.05% more ownership
Funds ownership: 19.06% → 19.11% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.03M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$496K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$206K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$179K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$90K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.11M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$719K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$592K |
| 4 |
SG Americas Securities
New York
|
-$434K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$325K |
EOI Hedge Fund Activity: Q4 2014 in Review
49 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2014, worth a combined $103M — up 0.75% from $102M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOI positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.03M. The largest seller was Morgan Stanley, cutting an estimated $1.11M.
- 49 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2014, up from 44 in Q3 2014.
- Funds reported $103M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2014, up 0.75% quarter-over-quarter.
- 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2014 and 3 closed out, a net change of +7 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2014 was Raymond James & Associates, an estimated $2.03M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2014 was Morgan Stanley, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2014.