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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

71 hedge funds and large institutions have $102M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

6% more funds holding

Funds holding: 67 → 71 (+4)

5% more capital invested

Capital invested by funds: $96.9M → $102M (+$5.08M)

0.32% more ownership

Funds ownership: 17.39% → 17.71% (+0.32%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
Truist Financial
Truist Financial
North Carolina
+$1.52M
3
SFS
Shaker Financial Services
Virginia
+$1.22M
4
Cohen & Steers
Cohen & Steers
New York
+$899K
5
Osaic Holdings
Osaic Holdings
Arizona
+$457K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.7M
2
Invesco
Invesco
Georgia
-$1.2M
3
Bank of America
Bank of America
North Carolina
-$1.12M
4
AAM
Advisors Asset Management
Colorado
-$497K
5
Wells Fargo
Wells Fargo
California
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$108K +$241 +16 +0.2%
APA
52
American Portfolios Advisors
New York
$85.1K – – –
CCA
53
Column Capital Advisors
Indiana
$61K – – –
RCA
54
Ranch Capital Advisors
Florida
$49K – – –
PB
55
Pinnacle Bancorp
Nebraska
$44K – – –
CB
56
Community Bank
New York
$42K +$43.7K +2,900 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$31K +$32.7K +2,175 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$26K – – –
WB
59
West Bancorporation
Iowa
$23K – – –
BWP
60
Baldwin Wealth Partners
Massachusetts
$22K – – –
HI
61
Hoey Investments
Pennsylvania
$22K – – –
SFS
62
Sowell Financial Services
Arkansas
$17K +$316 +21 +2%
TFGT
63
TS Financial Group (TSFG)
Illinois
$16K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$15K -$1.64K -109 -9%
BWA
65
BDO Wealth Advisors
Florida
$15K – – –
NFSG
66
Newbridge Financial Services Group
Florida
$15K +$15.1K +1,000 New
Barclays
67
Barclays
United Kingdom
$14K +$13.3K +882 New
ASN
68
Advisory Services Network
Georgia
$12K +$12.1K +806 New
PFS
69
Prospera Financial Services
Texas
$7K +$6.78K +450 New
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$7K +$7.53K +500 New
NFG
71
Next Financial Group
Texas
$5K +$5.51K +366 New
BKA
72
Brick & Kyle Associates
Pennsylvania
– -$245K -17,459 Closed
PA
73
Procyon Advisors
Connecticut
– -$62K -4,400 Closed
Deutsche Bank
74
Deutsche Bank
Germany
– -$21K -1,500 Closed
EWM
75
Edge Wealth Management
New York
– -$7K -500 Closed
1 2
3
4

EOI Hedge Fund Activity: Q3 2020 in Review

71 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2020, worth a combined $102M — up 5.2% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOI positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Karpus Investment Management, cutting an estimated $3.7M.

  • 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $102M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2020, up 5.2% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.64M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2020 was Karpus Investment Management, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2020.