Eaton Vance Enhanced Equity Income Fund
EOI
76 hedge funds and large institutions have $135M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
20% more capital invested
Capital invested by funds: $113M → $135M (+$22.1M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1.8% more ownership
Funds ownership: 18.6% → 20.4% (+1.8%)
0% more funds holding
Funds holding: 76 → 76 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$6.32M |
| 2 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$1.51M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$963K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$783K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$402K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$290K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$227K |
| 4 |
EC
Elequin Capital
New York
|
-$179K |
| 5 |
CC
Commons Capital
Needham,
Massachusetts
|
-$173K |
EOI Hedge Fund Activity: Q2 2023 in Review
76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2023, worth a combined $135M — up 20% from $113M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EOI positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $6.32M. The largest seller was PNC Financial Services Group, cutting an estimated $402K.
- 76 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $135M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2023, up 20% quarter-over-quarter.
- 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2023 and 8 closed out, a net change of +1 holder.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2023 was Allworth Financial, an estimated $6.32M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2023 was PNC Financial Services Group, an estimated $402K sold.
Based on aggregated 13F filings for Q2 2023.