EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

74 hedge funds and large institutions have $147M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
30
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
RJA
3
Raymond James & Associates
Florida
$23.1M
4
BKA
4
Brick & Kyle Associates
Pennsylvania
$1.35M
5
AAM
5
Advisors Asset Management
Colorado
$3.35M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
SWP
4
Stratos Wealth Partners
Ohio
$396K
5
CAWM
5
Capital Advisors Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$124K -$20.2K -1,000 -14%
RE
52
RBC Europe
United Kingdom
$94K +$94K +4,660 New
CCA
53
Column Capital Advisors
Indiana
$85K – – –
AA
54
Addison Advisors
Vermont
$65K +$65K +3,248 New
CWS
55
Confluence Wealth Services
Pennsylvania
$48K +$48K +2,388 New
CFGS
56
Concourse Financial Group Securities
Alabama
$45K – – –
WB
57
West Bancorporation
Iowa
$43K +$43K +2,143 New
GLLW
58
Graves Light Lenhart Wealth
Virginia
$40K – – –
FF
59
FourThought Financial
Florida
$28K – – –
JMF
60
Johnson Midwest Financial
Iowa
$23K +$363 +18 +2%
TFGT
61
TS Financial Group (TSFG)
Illinois
$22K – – –
ZIG
62
Zullo Investment Group
Pennsylvania
$20K +$20K +1,000 New
CA
63
Clearstead Advisors
Ohio
$20K +$20K +1,000 New
GWM
64
Geneos Wealth Management
Colorado
$14K – – –
SAM
65
Strategic Asset Management
Minnesota
$14K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$14K +$14K +704 New
CAL
67
Capital Advisors Ltd
Ohio
$13K – – –
RPCONE
68
Retirement Planning Company of New England
Rhode Island
$12K +$12K +611 New
PA
69
PSI Advisors
Florida
$10K – – –
EIP
70
Ellis Investment Partners
Pennsylvania
$10K +$10K +502 New
AP
71
Atwood & Palmer
Missouri
$7K +$7K +350 New
TRCT
72
Tower Research Capital (TRC)
New York
$6K +$6K +300 New
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$3.02K – – –
GEA
74
Glen Eagle Advisors
New Jersey
$1.71K – – –
SFS
75
Shaker Financial Services
Virginia
– -$570K -31,849 Closed
1 2
3
4