Eaton Vance Enhanced Equity Income Fund
EOI
58 hedge funds and large institutions have $82M invested in Eaton Vance Enhanced Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $75.4M → $82M (+$6.67M)
2% more funds holding
Funds holding: 57 → 58 (+1)
0.74% more ownership
Funds ownership: 12.29% → 13.03% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.73M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.17M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$720K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$511K |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$993K |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$408K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$330K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$207K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$178K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
51
Clarus Wealth Advisors
Peoria,
Arizona
| $16K | +$16K | +1,005 | New |
|
|
CPIG
52
Chicago Partners Investment Group
Chicago,
Illinois
| $14K | – | – | – |
|
|
TL
53
TrueWealth LLC
Atlanta,
Georgia
| $12K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
EWM
55
Edge Wealth Management
New York
| $8K | – | – | – |
|
|
LF
56
Lee Financial
Dallas,
Texas
| $5K | +$4.69K | +295 | New |
|
|
57
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$993K | -64,776 | Closed |
|
|
CIA
58
Capital Investment Advisors
Atlanta,
Georgia
| – | -$156K | -10,191 | Closed |
|
59
SEI Investments
Oaks,
Pennsylvania
| – | -$98K | -6,401 | Closed |
|
|
PGA
60
Premia Global Advisors
Coral Gables,
Florida
| – | -$55K | -3,650 | Closed |
|
|
BCA
61
Bay Colony Advisors
Concord,
Massachusetts
| – | -$24K | -1,572 | Closed |
|
62
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$20K | -1,312 | Closed |
|
|
RFC
63
Regions Financial Corp
Birmingham,
Alabama
| – | -$15K | -1,000 | Closed |
|
64
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
EOI Hedge Fund Activity: Q3 2018 in Review
58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2018, worth a combined $82M — up 8.8% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EOI positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $2.73M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $993K sold.
- 58 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2018, up from 57 in Q2 2018.
- Funds reported $82M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2018, up 8.8% quarter-over-quarter.
- 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2018 and 7 closed out, a net change of +2 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2018 was Bank of America, an estimated $2.73M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2018 was Bank of Nova Scotia, an estimated $993K sold.
Based on aggregated 13F filings for Q3 2018.