EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

77 hedge funds and large institutions have $150M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.46M
3
CA
3
Cornerstone Advisors
North Carolina
$2.93M
4
SFS
4
Shaker Financial Services
Virginia
$1.62M
5
Invesco
5
Invesco
Georgia
$7.7M

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$12.9M
3
AAS
3
Ameritas Advisory Services
Nebraska
$474K
4
IAIM
4
International Assets Investment Management
Florida
$0
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
51
Capital Advisors Wealth Management
Washington
$170K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$162K – – –
CT
53
Colonial Trust
South Carolina
$115K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$98.7K +$381 +23 +0.4%
LFG
55
Larson Financial Group
Missouri
$91K – – –
NA
56
NewEdge Advisors
Louisiana
$89.9K -$464 -28 -0.5%
HCM
57
Hollencrest Capital Management
California
$79.6K – – –
AA
58
Addison Advisors
Vermont
$53.9K – – –
NS
59
NBC Securities
Alabama
$41K +$212 +13 +0.5%
GWM
60
Geneos Wealth Management
Colorado
$38.7K – – –
CTA
61
Colonial Trust Advisors
South Carolina
$34.1K +$149 +9 +0.4%
CFGS
62
Concourse Financial Group Securities
Alabama
$33.3K – – –
EBA
63
Eagle Bay Advisors
New York
$33.2K – – –
HNB
64
Huntington National Bank
Ohio
$32.3K +$32.3K +1,948 +194,800%
CFD
65
Creative Financial Designs
Indiana
$30.7K – – –
SS
66
Sunbelt Securities
Texas
$29.3K – – –
Comerica Bank
67
Comerica Bank
Texas
$24.9K – – –
TFGT
68
TS Financial Group (TSFG)
Illinois
$18K – – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$17K +$346 +21 +2%
BC
70
Barrett & Company
Rhode Island
$12.4K – – –
NSIM
71
North Star Investment Management
Illinois
$11.9K – – –
PA
72
PSI Advisors
Florida
$8.29K – – –
PS
73
Planned Solutions
California
$7.64K +$7.64K +461 New
ASN
74
Advisory Services Network
Georgia
$6.73K +$6.73K +406 New
BWM
75
Baystate Wealth Management
Massachusetts
$3.36K +$3.36K +202 New
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