Eaton Vance Enhanced Equity Income Fund
EOI
67 hedge funds and large institutions have $96.9M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 12 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
18% more capital invested
Capital invested by funds: $82.3M → $96.9M (+$14.5M)
0.15% more ownership
Funds ownership: 17.25% → 17.39% (+0.15%)
4% less funds holding
Funds holding: 70 → 67 (-3)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.89M |
| 2 |
Cohen & Steers
New York
|
+$1.64M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$857K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$821K |
| 5 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$1.44M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$783K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$734K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$606K |
EOI Hedge Fund Activity: Q2 2020 in Review
67 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2020, worth a combined $96.9M — up 18% from $82.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EOI and 9 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 25 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.89M. The largest seller was Claraphi Advisory Network, exiting entirely with an estimated $1.44M sold.
- 67 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2020, down from 70 in Q1 2020.
- Funds reported $96.9M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2020, up 18% quarter-over-quarter.
- 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2020 and 12 closed out, a net change of -3 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $1.89M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2020 was Claraphi Advisory Network, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2020.