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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

70 hedge funds and large institutions have $114M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

12% more capital invested

Capital invested by funds: $102M → $114M (+$12.2M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.24% more ownership

Funds ownership: 17.71% → 17.95% (+0.24%)

1% less funds holding

Funds holding: 71 → 70 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.31M
2
SFS
Shaker Financial Services
Virginia
+$1.27M
3
Citigroup
Citigroup
New York
+$760K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$715K
5
Cohen & Steers
Cohen & Steers
New York
+$700K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.82M
2
CWM
Centric Wealth Management
Illinois
-$1.14M
3
GC
Guggenheim Capital
Illinois
-$796K
4
Morgan Stanley
Morgan Stanley
New York
-$458K
5
RJA
Raymond James & Associates
Florida
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
51
Column Capital Advisors
Indiana
$68K – – –
RCA
52
Ranch Capital Advisors
Florida
$55K – – –
PB
53
Pinnacle Bancorp
Nebraska
$49K – – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$35K – – –
BWM
55
Birchcreek Wealth Management
Ohio
$35K +$33.6K +2,200 New
GLLW
56
Graves Light Lenhart Wealth
Virginia
$32K +$30.6K +2,000 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$28K – – –
BWP
58
Baldwin Wealth Partners
Massachusetts
$24K – – –
FF
59
FourThought Financial
Florida
$22K +$21.4K +1,400 New
SFS
60
Sowell Financial Services
Arkansas
$19K +$245 +16 +1%
TFGT
61
TS Financial Group (TSFG)
Illinois
$18K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$17K – – –
JMF
63
Johnson Midwest Financial
Iowa
$17K +$16.4K +1,071 New
BWA
64
BDO Wealth Advisors
Florida
$16K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$16K – – –
ASN
66
Advisory Services Network
Georgia
$13K – – –
AWG
67
Altus Wealth Group
Colorado
$11K +$9.93K +650 New
AWA
68
Arkadios Wealth Advisors
Georgia
$6K +$6.13K +401 New
DWP
69
Destiny Wealth Partners
Florida
$2K +$2.29K +150 New
WAM
70
Weiss Asset Management
Massachusetts
– -$359K -24,547 Closed
AAS
71
Avantax Advisory Services
Texas
– -$258K -17,659 Closed
OC
72
Oppenheimer & Co
New York
– -$152K -10,359 Closed
CB
73
Community Bank
New York
– -$42K -2,900 Closed
HI
74
Hoey Investments
Pennsylvania
– -$22K -1,490 Closed
Barclays
75
Barclays
United Kingdom
– -$14K -882 Closed
1 2
3
4

EOI Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2020, worth a combined $114M — up 12% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOI positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Advisors Asset Management, cutting an estimated $1.82M.

  • 70 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2020, down from 71 in Q3 2020.
  • Funds reported $114M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2020 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $1.31M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2020.