Eaton Vance Enhanced Equity Income Fund
EOI
46 hedge funds and large institutions have $61.1M invested in Eaton Vance Enhanced Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.97% less ownership
Funds ownership: 12.1% → 11.13% (-0.97%)
2% less funds holding
Funds holding: 47 → 46 (-1)
6% less capital invested
Capital invested by funds: $64.8M → $61.1M (-$3.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$526K |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$405K |
| 3 |
VF
Virtu Financial
New York
|
+$166K |
| 4 |
LPL Financial
San Diego,
California
|
+$148K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.04M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.46M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$1.21M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Creative Planning
Overland Park,
Kansas
| – | -$13K | -925 | Closed |
|
|
VWA
52
V Wealth Advisors
Overland Park,
Kansas
| – | -$8K | -564 | Closed |
|
EOI Hedge Fund Activity: Q3 2017 in Review
46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2017, worth a combined $61.1M — down 5.7% from $64.8M a quarter earlier.
Fund positioning in EOI was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 11 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $526K. The largest seller was Morgan Stanley, cutting an estimated $2.04M.
- 46 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2017, down from 47 in Q2 2017.
- Funds reported $61.1M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2017, down 5.7% quarter-over-quarter.
- 5 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2017 and 5 closed out, a net change of 0 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2017 was Advisors Asset Management, an estimated $526K added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2017 was Morgan Stanley, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2017.