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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

70 hedge funds and large institutions have $115M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

0.2% more ownership

Funds ownership: 19.16% → 19.36% (+0.2%)

4% less funds holding

Funds holding: 73 → 70 (-3)

17% less capital invested

Capital invested by funds: $139M → $115M (-$24.2M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
29
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.02M
2
SFS
Shaker Financial Services
Virginia
+$1.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$954K
4
FPCG
Fort Pitt Capital Group
Pennsylvania
+$654K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$644K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3M
2
AAM
Advisors Asset Management
Colorado
-$536K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$459K
4
OFG
OTA Financial Group
New York
-$453K
5
Bank of America
Bank of America
North Carolina
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
51
Huntington National Bank
Ohio
$111K – – –
APA
52
American Portfolios Advisors
New York
$91K – – –
CCA
53
Column Capital Advisors
Indiana
$62K – – –
AA
54
Addison Advisors
Vermont
$48K – – –
WB
55
West Bancorporation
Iowa
$32K – – –
GLLW
56
Graves Light Lenhart Wealth
Virginia
$30K – – –
FF
57
FourThought Financial
Florida
$21K – – –
JMF
58
Johnson Midwest Financial
Iowa
$17K +$242 +15 +1%
TFGT
59
TS Financial Group (TSFG)
Illinois
$16K – – –
CA
60
Clearstead Advisors
Ohio
$15K – – –
ZIG
61
Zullo Investment Group
Pennsylvania
$15K – – –
GWM
62
Geneos Wealth Management
Colorado
$10K – – –
SAM
63
Strategic Asset Management
Minnesota
$10K – – –
CAL
64
Capital Advisors Ltd
Ohio
$7K – – –
PA
65
PSI Advisors
Florida
$7K – – –
EIP
66
Ellis Investment Partners
Pennsylvania
$7K +$178 +11 +2%
AP
67
Atwood & Palmer
Missouri
$5K – – –
IA
68
IFP Advisors
Florida
$2K – – –
GEA
69
Glen Eagle Advisors
New Jersey
$1.25K – – –
OFG
70
OTA Financial Group
New York
– -$453K -24,633 Closed
HF
71
HRT Financial
New York
– -$218K -11,867 Closed
SWM
72
Stockman Wealth Management
Montana
– -$203K -11,000 Closed
First Manhattan
73
First Manhattan
New York
– -$172K -9,373 Closed
MCC
74
Money Concepts Capital
Florida
– -$158K -8,563 Closed
HA
75
Herold Advisors
New York
– -$16.6K -900 Closed
1 2
3
4

EOI Hedge Fund Activity: Q2 2022 in Review

70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2022, worth a combined $115M — down 17% from $139M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EOI and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 29 added.

The largest buyer was Ameriprise, adding an estimated $2.02M. The largest seller was Raymond James & Associates, cutting an estimated $3M.

  • 70 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2022, down from 73 in Q1 2022.
  • Funds reported $115M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2022 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2022 was Ameriprise, an estimated $2.02M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2022 was Raymond James & Associates, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2022.