We are live on ! Find out more
EOI

Eaton Vance Enhanced Equity Income Fund

65 hedge funds and large institutions have $83.8M invested in Eaton Vance Enhanced Equity Income Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $79.4M → $83.8M (+$4.42M)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 6565 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.75% less ownership

Funds ownership: 15.64%14.89% (-0.75%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$36K -$1.19K -85 -3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$29K
FHB
53
First Hawaiian Bank
Hawaii
$26K
BWP
54
Baldwin Wealth Partners
Massachusetts
$22K
PFBT
55
Parkside Financial Bank & Trust
Missouri
$22K
Deutsche Bank
56
Deutsche Bank
Germany
$22K +$1.16K +83 +6%
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$20K +$19.5K +1,400 New
TCOV
58
Trust Company of Vermont
Vermont
$16K
TFGT
59
TS Financial Group (TSFG)
Illinois
$16K +$15.2K +1,087 New
CWA
60
Clarus Wealth Advisors
Arizona
$15K +$279 +20 +2%
TL
61
TrueWealth LLC
Georgia
$11K
OSNBOA
62
Old Second National Bank of Aurora
Illinois
$10K +$9.76K +700 New
EWM
63
Edge Wealth Management
New York
$7K
DA
64
Doliver Advisors
Texas
-$580K -44,824 Closed
AGM
65
Alpine Global Management
New York
-$565K -43,642 Closed
WAM
66
Weiss Asset Management
Massachusetts
-$443K -34,201 Closed
LCM
67
Landscape Capital Management
New Jersey
-$134K -10,314 Closed
MOS
68
MGO One Seven
Ohio
-$43K -3,388 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
-$22.2K -1,591 Closed
IA
70
IFP Advisors
Florida
-$12K -950 Closed
DWM
71
Doyle Wealth Management
Florida
-$5K -415 Closed
LF
72
Lee Financial
Texas
-$4K -295 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
-$56 -4 -80%

EOI Hedge Fund Activity: Q1 2019 in Review

65 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2019, worth a combined $83.8M — up 5.6% from $79.4M a quarter earlier.

Fund positioning in EOI was balanced in Q1 2019: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $1.44M. The largest seller was Wolverine Asset Management, cutting an estimated $3.07M.

  • 65 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $83.8M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2019, up 5.6% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2019 and 9 closed out, a net change of 0 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2019 was Bank of America, an estimated $1.44M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q1 2019.