EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

76 hedge funds and large institutions have $113M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$12.7M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$813K
3
SFS
3
Shaker Financial Services
Virginia
$564K
4
RJA
4
Raymond James & Associates
Florida
$14.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$321K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$1.34M
3
AIP
3
Ameritas Investment Partners
Nebraska
$13.4K
4
AAM
4
Advisors Asset Management
Colorado
$1.58M
5
GC
5
Guggenheim Capital
Illinois
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$83K 5,452 +471 +9%
HCM
52
Hollencrest Capital Management
California
$73.1K 4,800 – –
CCA
53
Column Capital Advisors
Indiana
$63.9K 4,200 – –
AA
54
Addison Advisors
Vermont
$49.4K 3,248 – –
CTA
55
Colonial Trust Advisors
South Carolina
$30.9K 2,029 +9 +0.4%
CFGS
56
Concourse Financial Group Securities
Alabama
$30.6K 2,008 +2,008 New
SS
57
Sunbelt Securities
Texas
$26.8K 1,768 +1,768 New
GWM
58
Geneos Wealth Management
Colorado
$26.4K 1,736 – –
GFWA
59
Grey Fox Wealth Advisors
Delaware
$24.6K 1,615 – –
WAM
60
Wolverine Asset Management
Illinois
$20.8K 1,369 +1,369 New
JMF
61
Johnson Midwest Financial
Iowa
$19.3K 1,265 +27 +2%
TFGT
62
TS Financial Group (TSFG)
Illinois
$17K 1,087 – –
BAM
63
Belpointe Asset Management
Nevada
$15.2K 1,000 – –
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$15.2K 999 – –
BFEC
65
Benjamin F. Edwards & Company
Missouri
$15K 969 +27 +3%
AIP
66
Ameritas Investment Partners
Nebraska
$13.4K 878 -67,528 -99%
BC
67
Barrett & Company
Rhode Island
$11.4K 750 – –
NSIM
68
North Star Investment Management
Illinois
$10.9K 718 – –
HI
69
Harbour Investments
Wisconsin
$9K 591 +591 New
PA
70
PSI Advisors
Florida
$7.61K 500 – –
PFBT
71
Parkside Financial Bank & Trust
Missouri
$7.38K 485 +485 New
ASN
72
Advisory Services Network
Georgia
$6.18K 406 +100 +33%
GEA
73
Glen Eagle Advisors
New Jersey
$1.29K 85 – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$710 46,663 -6,881 -13%
EWA
75
EverSource Wealth Advisors
Alabama
$154 10 +10 New
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3
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