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EOI

Eaton Vance Enhanced Equity Income Fund

47 hedge funds and large institutions have $92.9M invested in Eaton Vance Enhanced Equity Income Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 4747 (0)

0.57% less ownership

Funds ownership: 18.63%18.06% (-0.57%)

7% less capital invested

Capital invested by funds: $100M → $92.9M (-$7.28M)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
51
Taylor Wealth Management Partners
Massachusetts
-$7K -500 Closed
HR
52
Howe & Rusling
New York
-$5K -339 Closed
CFA
53
Carroll Financial Associates
North Carolina
+$123 +9 New

EOI Hedge Fund Activity: Q2 2015 in Review

47 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2015, worth a combined $92.9M — down 7.3% from $100M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOI positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.26M. The largest seller was Advisors Asset Management, cutting an estimated $5.47M.

  • 47 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $92.9M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2015, down 7.3% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2015 and 7 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2015 was Wolverine Asset Management, an estimated $2.26M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2015 was Advisors Asset Management, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2015.