Eaton Vance Enhanced Equity Income Fund
EOI
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.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0.43% less ownership
Funds ownership: 19.03% → 18.6% (-0.43%)
1% less capital invested
Capital invested by funds: $114M → $113M (-$1.2M)
4% less funds holding
Funds holding: 79 → 76 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$2.83M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$832K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$577K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$506K |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.59M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.12M |
| 3 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$1.05M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.02M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.01M |
EOI Hedge Fund Activity: Q1 2023 in Review
76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2023, worth a combined $113M — down 1.1% from $114M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EOI and 11 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Fort Pitt Capital Group, adding an estimated $2.83M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $1.59M sold.
- 76 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2023, down from 79 in Q4 2022.
- Funds reported $113M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2023, down 1.1% quarter-over-quarter.
- 11 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2023 and 14 closed out, a net change of -3 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2023 was Fort Pitt Capital Group, an estimated $2.83M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2023 was International Assets Investment Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2023.