EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

68 hedge funds and large institutions have $105M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.53M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.6M
3
AIP
3
Ameritas Investment Partners
Nebraska
$712K
4
RJA
4
Raymond James & Associates
Florida
$13.7M
5
AAM
5
Advisors Asset Management
Colorado
$2.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.79M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$6.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.13M
5
Invesco
5
Invesco
Georgia
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Addison Advisors
Vermont
$46K – – –
WB
52
West Bancorporation
Iowa
$30K – – –
GWM
53
Geneos Wealth Management
Colorado
$24K +$14.1K +1,018 +142%
FF
54
FourThought Financial
Florida
$20K +$198 +14 +1%
TFGT
55
TS Financial Group (TSFG)
Illinois
$15K – – –
ZIG
56
Zullo Investment Group
Pennsylvania
$14K – – –
BC
57
Barrett & Company
Rhode Island
$11.2K +$11.2K +750 New
NSIM
58
North Star Investment Management
Illinois
$10K -$111K -8,000 -92%
SAM
59
Strategic Asset Management
Minnesota
$10K – – –
TWM
60
Tradition Wealth Management
Minnesota
$10K +$10K +679 New
PA
61
PSI Advisors
Florida
$7K – – –
EIP
62
Ellis Investment Partners
Pennsylvania
$7K +$157 +12 +2%
AP
63
Atwood & Palmer
Missouri
$5K – – –
CAL
64
Capital Advisors Ltd
Ohio
$4K -$3.48K -229 -47%
IA
65
IFP Advisors
Florida
$2K – – –
GEA
66
Glen Eagle Advisors
New Jersey
$1.2K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$142 +$142 +8,989 New
JMF
68
Johnson Midwest Financial
Iowa
$17 – +34 +3%
WAM
69
Wolverine Asset Management
Illinois
– -$547K -37,125 Closed
KAS
70
Kestra Advisory Services
Texas
– -$241K -16,294 Closed
FT
71
Fiduciary Trust
Massachusetts
– -$221K -15,000 Closed
MC
72
Moors & Cabot
Massachusetts
– -$197K -13,375 Closed
MWA
73
Meridian Wealth Advisors
Texas
– -$148K -10,000 Closed
GLLW
74
Graves Light Lenhart Wealth
Virginia
– -$30K -2,000 Closed
CA
75
Clearstead Advisors
Ohio
– -$15K -1,000 Closed
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