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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

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

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

16% more funds holding

Funds holding: 68 → 79 (+11)

9% more capital invested

Capital invested by funds: $105M → $114M (+$9.11M)

0.46% more ownership

Funds ownership: 18.57% → 19.03% (+0.46%)

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

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.63M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$1.52M
3
GC
Guggenheim Capital
Illinois
+$1.5M
4
AAS
Ameritas Advisory Services
Nebraska
+$1.1M
5
Ameriprise
Ameriprise
Minnesota
+$748K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.53M
2
RJA
Raymond James & Associates
Florida
-$1.01M
3
Invesco
Invesco
Georgia
-$828K
4
Morgan Stanley
Morgan Stanley
New York
-$637K
5
CA
Claro Advisors
Massachusetts
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$132K -$3.75K -237 -3%
CT
52
Colonial Trust
South Carolina
$105K +$111K +7,000 New
RFA
53
Register Financial Advisors
Georgia
$105K +$111K +7,000 New
EC
54
Elequin Capital
New York
$104K +$110K +6,946 New
HCM
55
Hollencrest Capital Management
California
$71.7K +$75.9K +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 +$33.2K +2,100 New
CTA
59
Colonial Trust Advisors
South Carolina
$30.2K +$32K +2,020 New
GWM
60
Geneos Wealth Management
Colorado
$25.9K – – –
GFWA
61
Grey Fox Wealth Advisors
Delaware
$24.1K +$25.6K +1,615 New
JMF
62
Johnson Midwest Financial
Iowa
$18K +$411 +26 +2%
TFGT
63
TS Financial Group (TSFG)
Illinois
$16K – – –
ZIG
64
Zullo Investment Group
Pennsylvania
$15.3K +$396 +25 +3%
BAM
65
Belpointe Asset Management
Nevada
$14.9K +$15.8K +1,000 New
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$14.9K +$15.8K +999 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$14K +$14.9K +942 New
BC
68
Barrett & Company
Rhode Island
$11.2K – – –
NSIM
69
North Star Investment Management
Illinois
$10.7K – – –
PA
70
PSI Advisors
Florida
$7.46K – – –
RBC
71
Romano Brothers & Co
Illinois
$7.46K +$7.91K +500 New
AP
72
Atwood & Palmer
Missouri
$5.23K – – –
ASN
73
Advisory Services Network
Georgia
$4.57K +$4.84K +306 New
CAL
74
Capital Advisors Ltd
Ohio
$4K – – –
IA
75
IFP Advisors
Florida
$2K – – –
1 2
3
4

EOI Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2022, worth a combined $114M — up 8.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EOI positions and 7 closed out — a net gain of 15 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.63M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.53M sold.

  • 79 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2022, up from 68 in Q3 2022.
  • Funds reported $114M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2022 and 7 closed out, a net change of +15 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2022 was International Assets Investment Management, an estimated $1.63M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2022 was Shaker Financial Services, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2022.