We are live on ! Find out more
EOI

Eaton Vance Enhanced Equity Income Fund
EOI

71 hedge funds and large institutions have $118M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 70 → 71 (+1)

3% more capital invested

Capital invested by funds: $114M → $118M (+$3.41M)

0.12% less ownership

Funds ownership: 17.95% → 17.83% (-0.12%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.49M
2
Ameriprise
Ameriprise
Minnesota
+$2.23M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.46M
4
GC
Guggenheim Capital
Illinois
+$757K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$729K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.53M
2
AIC
Ameritas Investment Company
Nebraska
-$1.28M
3
Wells Fargo
Wells Fargo
California
-$1.1M
4
SCM
Southport Capital Management
Tennessee
-$1.09M
5
Citigroup
Citigroup
New York
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$90K +$89.1K +5,376 New
CCA
52
Column Capital Advisors
Indiana
$71K – – –
RCA
53
Ranch Capital Advisors
Florida
$57K – – –
PB
54
Pinnacle Bancorp
Nebraska
$50K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$38K +$19.9K +1,200 +114%
WAM
56
Wolverine Asset Management
Illinois
$37K +$36.5K +2,205 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$36K – – –
GLLW
58
Graves Light Lenhart Wealth
Virginia
$34K – – –
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$34K +$33.2K +2,002 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$29K – – –
BWP
61
Baldwin Wealth Partners
Massachusetts
$25K – – –
FF
62
FourThought Financial
Florida
$23K – – –
SFS
63
Sowell Financial Services
Arkansas
$21K +$315 +19 +2%
CAC
64
Certified Advisory Corp
Florida
$20K +$20.2K +1,218 New
TFGT
65
TS Financial Group (TSFG)
Illinois
$18K – – –
JMF
66
Johnson Midwest Financial
Iowa
$18K +$298 +18 +2%
NFSG
67
Newbridge Financial Services Group
Florida
$17K – – –
PMFA
68
Plante Moran Financial Advisors
Michigan
$17K +$16.6K +1,000 New
CAL
69
Capital Advisors Ltd
Ohio
$11K +$10.7K +644 New
AWA
70
Arkadios Wealth Advisors
Georgia
$5K -$1.34K -81 -20%
AMC
71
Asset Management Corp
Illinois
$390 -$181K -10,905 -32%
SCM
72
Southport Capital Management
Tennessee
– -$1.09M -67,314 Closed
SC
73
Stolper & Co
Oklahoma
– -$591K -36,554 Closed
MFG
74
Magnus Financial Group
New York
– -$177K -10,975 Closed
BWM
75
Birchcreek Wealth Management
Ohio
– -$35K -2,200 Closed
1 2
3
4

EOI Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2021, worth a combined $118M — up 3% from $114M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EOI positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.49M. The largest seller was Karpus Investment Management, cutting an estimated $6.53M.

  • 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2021, up from 70 in Q4 2020.
  • Funds reported $118M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2021, up 3% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2021 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2021 was Raymond James & Associates, an estimated $4.49M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2021.