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EOI

Eaton Vance Enhanced Equity Income Fund

73 hedge funds and large institutions have $139M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

0.63% more ownership

Funds ownership: 18.52%19.16% (+0.63%)

1% less funds holding

Funds holding: 7473 (-1)

6% less capital invested

Capital invested by funds: $147M → $139M (-$8.3M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$158K +$161K +8,563 New
HNB
52
Huntington National Bank
Ohio
$138K
APA
53
American Portfolios Advisors
New York
$114K
CCA
54
Column Capital Advisors
Indiana
$77K
AA
55
Addison Advisors
Vermont
$60K
WB
56
West Bancorporation
Iowa
$39K
GLLW
57
Graves Light Lenhart Wealth
Virginia
$37K
FF
58
FourThought Financial
Florida
$26K
JMF
59
Johnson Midwest Financial
Iowa
$21K +$396 +21 +2%
TFGT
60
TS Financial Group (TSFG)
Illinois
$20K
CA
61
Clearstead Advisors
Ohio
$18K
ZIG
62
Zullo Investment Group
Pennsylvania
$18K
HA
63
Herold Advisors
New York
$16.6K +$17K +900 New
GWM
64
Geneos Wealth Management
Colorado
$13K
SAM
65
Strategic Asset Management
Minnesota
$13K
CAL
66
Capital Advisors Ltd
Ohio
$9K -$2.87K -152 -24%
PA
67
PSI Advisors
Florida
$9K
EIP
68
Ellis Investment Partners
Pennsylvania
$9K +$170 +9 +2%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$7K +$7.07K +375 New
AP
70
Atwood & Palmer
Missouri
$6K
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$2.76K
IA
72
IFP Advisors
Florida
$2K +$2.68K +142 New
GEA
73
Glen Eagle Advisors
New Jersey
$1.56K
Cohen & Steers
74
Cohen & Steers
New York
-$2.82M -140,017 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
-$643K -31,828 Closed

EOI Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2022, worth a combined $139M — down 5.6% from $147M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EOI and 7 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 22 added.

The largest buyer was Fort Pitt Capital Group, opening a new position worth an estimated $9.75M. The largest seller was Cohen & Steers, exiting entirely with an estimated $2.82M sold.

  • 73 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2022, down from 74 in Q4 2021.
  • Funds reported $139M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2022 and 8 closed out, a net change of -1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2022 was Fort Pitt Capital Group, an estimated $9.75M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2022 was Cohen & Steers, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2022.