EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

79 hedge funds and large institutions have $114M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
23
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$1.59M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$9.76M
3
GC
3
Guggenheim Capital
Illinois
$11.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.39M
5
Ameriprise
5
Ameriprise
Minnesota
$7.9M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
RJA
2
Raymond James & Associates
Florida
$13.5M
3
Invesco
3
Invesco
Georgia
$5.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8M
5
CA
5
Claro Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$132K -$3.58K -237 -3%
CT
52
Colonial Trust
South Carolina
$105K +$105K +7,000 New
RFA
53
Register Financial Advisors
Georgia
$105K +$105K +7,000 New
EC
54
Elequin Capital
New York
$104K +$104K +6,946 New
HCM
55
Hollencrest Capital Management
California
$71.7K +$71.7K +4,800 New
CCA
56
Column Capital Advisors
Indiana
$62.7K – – –
AA
57
Addison Advisors
Vermont
$48.5K – – –
AF
58
Affiance Financial
Minnesota
$31.4K +$31.4K +2,100 New
CTA
59
Colonial Trust Advisors
South Carolina
$30.2K +$30.2K +2,020 New
GWM
60
Geneos Wealth Management
Colorado
$25.9K – – –
GFWA
61
Grey Fox Wealth Advisors
Delaware
$24.1K +$24.1K +1,615 New
JMF
62
Johnson Midwest Financial
Iowa
$18K +$378 +26 +2%
TFGT
63
TS Financial Group (TSFG)
Illinois
$16K – – –
ZIG
64
Zullo Investment Group
Pennsylvania
$15.3K +$373 +25 +3%
BAM
65
Belpointe Asset Management
Nevada
$14.9K +$14.9K +1,000 New
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$14.9K +$14.9K +999 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$14K +$14K +942 New
BC
68
Barrett & Company
Rhode Island
$11.2K – – –
NSIM
69
North Star Investment Management
Illinois
$10.7K – – –
PA
70
PSI Advisors
Florida
$7.47K – – –
RBC
71
Romano Brothers & Co
Illinois
$7.47K +$7.47K +500 New
AP
72
Atwood & Palmer
Missouri
$5.23K – – –
ASN
73
Advisory Services Network
Georgia
$4.57K +$4.57K +306 New
CAL
74
Capital Advisors Ltd
Ohio
$4K – – –
IA
75
IFP Advisors
Florida
$2K – – –
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3
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