EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

68 hedge funds and large institutions have $132M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$18.1M
2
Invesco
2
Invesco
Georgia
$11.4M
3
AIC
3
Ameritas Investment Company
Nebraska
$1.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.92M
5
AAM
5
Advisors Asset Management
Colorado
$2.61M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$652K
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.24M
4
SFS
4
Shaker Financial Services
Virginia
$2.21M
5
LPL Financial
5
LPL Financial
California
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$100K – – –
CCA
52
Column Capital Advisors
Indiana
$78K – – –
RCA
53
Ranch Capital Advisors
Florida
$63K – – –
PB
54
Pinnacle Bancorp
Nebraska
$56K – – –
AWA
55
Arkadios Wealth Advisors
Georgia
$45K +$39.2K +2,150 +672%
CFGS
56
Concourse Financial Group Securities
Alabama
$42K – – –
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$40K – – –
GLLW
58
Graves Light Lenhart Wealth
Virginia
$37K – – –
BWP
59
Baldwin Wealth Partners
Massachusetts
$28K – – –
FF
60
FourThought Financial
Florida
$25K – – –
JMF
61
Johnson Midwest Financial
Iowa
$21K +$304 +16 +1%
TFGT
62
TS Financial Group (TSFG)
Illinois
$20K – – –
PMFA
63
Plante Moran Financial Advisors
Michigan
$19K – – –
NFSG
64
Newbridge Financial Services Group
Florida
$19K – – –
ASN
65
Advisory Services Network
Georgia
$15K +$15K +806 New
CAL
66
Capital Advisors Ltd
Ohio
$12K – – –
HFA
67
Hoover Financial Advisors
Pennsylvania
$8K +$8K +440 New
TWA
68
TCI Wealth Advisors
Arizona
$2K +$2K +100 New
KIM
69
Karpus Investment Management
New York
– -$2.09M -123,973 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$355K -21,121 Closed
CWM
71
Centric Wealth Management
Illinois
– -$250K -14,875 Closed
LFAS
72
Level Four Advisory Services
Texas
– -$221K -13,141 Closed
WB
73
WesBanco Bank
West Virginia
– -$175K -10,348 Closed
WAM
74
Wolverine Asset Management
Illinois
– -$37K -2,205 Closed
WAP
75
Wealthcare Advisory Partners
Pennsylvania
– -$34K -2,002 Closed
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