We are live on ! Find out more
EOI

Eaton Vance Enhanced Equity Income Fund

69 hedge funds and large institutions have $95.2M invested in Eaton Vance Enhanced Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $89.4M → $95.2M (+$5.81M)

3% more funds holding

Funds holding: 6769 (+2)

0.21% more ownership

Funds ownership: 15.05%15.26% (+0.21%)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
51
Total Clarity Wealth Management
Illinois
$59K +$57.7K +3,725 New
RCA
52
Ranch Capital Advisors
Florida
$54K +$52.7K +3,407 New
PB
53
Pinnacle Bancorp
Nebraska
$48K
GAM
54
Gemmer Asset Management
California
$37K
BFEC
55
Benjamin F. Edwards & Company
Missouri
$28K
WB
56
West Bancorporation
Iowa
$25K +$24.8K +1,600 New
BWP
57
Baldwin Wealth Partners
Massachusetts
$24K
HI
58
Hoey Investments
Pennsylvania
$24K +$23.1K +1,490 New
Deutsche Bank
59
Deutsche Bank
Germany
$23K
CAC
60
Certified Advisory Corp
Florida
$20K +$18.9K +1,218 New
WQ
61
Wealth Quarterback
New Jersey
$19.6K +$49K +3,166 New
CCM
62
Cribstone Capital Management
Maine
$19K -$46.4K -3,000 -72%
TCOV
63
Trust Company of Vermont
Vermont
$18K
TFGT
64
TS Financial Group (TSFG)
Illinois
$17K
BWA
65
BDO Wealth Advisors
Florida
$16K
TL
66
TrueWealth LLC
Georgia
$12K
ASN
67
Advisory Services Network
Georgia
$8K
EWM
68
Edge Wealth Management
New York
$8K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
-$745K -49,178 Closed
Creative Planning
70
Creative Planning
Kansas
-$186K -12,294 Closed
GSWM
71
Golden State Wealth Management
California
-$163K -10,760 Closed
GWAG
72
Garrett Wealth Advisory Group
Texas
-$9.64K -637 Closed

EOI Hedge Fund Activity: Q4 2019 in Review

69 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2019, worth a combined $95.2M — up 6.5% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EOI positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.7M. The largest seller was Bank of America, cutting an estimated $3.12M.

  • 69 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2019, up from 67 in Q3 2019.
  • Funds reported $95.2M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2019 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2019 was Raymond James & Associates, an estimated $1.7M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2019 was Bank of America, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2019.