EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

70 hedge funds and large institutions have $82.3M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$9.11M
2
Ameriprise
Ameriprise
Minnesota
+$3.68M
3
CAN
Claraphi Advisory Network
United States
+$1.12M
4
SFS
Shaker Financial Services
Virginia
+$1.09M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$544K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.91M
2
AAM
Advisors Asset Management
Colorado
-$990K
3
RJA
Raymond James & Associates
Florida
-$600K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$540K
5
KA
Kovack Advisors
Florida
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$65K -$2.99K -250 -4%
RCA
52
Ranch Capital Advisors
Florida
$41K – – –
PB
53
Pinnacle Bancorp
Nebraska
$36K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$34K +$13.1K +1,100 +63%
ASN
55
Advisory Services Network
Georgia
$28K +$21.9K +1,785 +357%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$24K +$24K +2,000 +200,000%
WB
57
West Bancorporation
Iowa
$19K – – –
Deutsche Bank
58
Deutsche Bank
Germany
$18K – – –
BWP
59
Baldwin Wealth Partners
Massachusetts
$18K – – –
HI
60
Hoey Investments
Pennsylvania
$18K – – –
CAC
61
Certified Advisory Corp
Florida
$15K – – –
TCOV
62
Trust Company of Vermont
Vermont
$14K – – –
TFGT
63
TS Financial Group (TSFG)
Illinois
$13K – – –
SFS
64
Sowell Financial Services
Arkansas
$13K +$13K +1,109 New
WQ
65
Wealth Quarterback
New Jersey
$12.5K -$25.8K -2,133 -67%
BWA
66
BDO Wealth Advisors
Florida
$12K – – –
TL
67
TrueWealth LLC
Georgia
$9K – – –
EWM
68
Edge Wealth Management
New York
$6K – – –
OPS
69
Orion Portfolio Solutions
Nebraska
$1K +$1K +119 New
BKA
70
Brick & Kyle Associates
Pennsylvania
– -$289K -18,002 Closed
EPA
71
Element Pointe Advisors
Florida
– -$258K -16,213 Closed
ACM
72
Ategra Capital Management
Virginia
– -$160K -10,047 Closed
MWA
73
Meridian Wealth Advisors
Texas
– -$159K -10,000 Closed
TCWM
74
Total Clarity Wealth Management
Illinois
– -$59K -3,725 Closed
GAM
75
Gemmer Asset Management
California
– -$37K -2,300 Closed
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