EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

83 hedge funds and large institutions have $156M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Concurrent Investment Advisors
Florida
$2.91M
2
Wells Fargo
2
Wells Fargo
California
$6.93M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.45M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$916K
5
CA
5
Cornerstone Advisors
North Carolina
$4.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.21M
3
BMCM
3
Bryn Mawr Capital Management
Pennsylvania
$228K
4
Invesco
4
Invesco
Georgia
$6.89M
5
RJA
5
Raymond James & Associates
Florida
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
51
IEQ Capital
California
$201K +$201K +11,000 New
JSW
52
Journey Strategic Wealth
New Jersey
$194K – – –
Mariner
53
Mariner
Kansas
$190K -$91.2K -5,000 -32%
CAWM
54
Capital Advisors Wealth Management
Washington
$187K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$178K – – –
CT
56
Colonial Trust
South Carolina
$128K – – –
RFA
57
Register Financial Advisors
Georgia
$128K +$128K +7,000 New
LFG
58
Larson Financial Group
Missouri
$100K – – –
NA
59
NewEdge Advisors
Louisiana
$98.9K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$88.5K -$20K -1,099 -18%
HCM
61
Hollencrest Capital Management
California
$87.5K – – –
AA
62
Addison Advisors
Vermont
$59.2K – – –
NS
63
NBC Securities
Alabama
$46K +$345 +19 +0.8%
SS
64
Sunbelt Securities
Texas
$42.6K +$10.4K +570 +32%
GWM
65
Geneos Wealth Management
Colorado
$42.6K – – –
CFGS
66
Concourse Financial Group Securities
Alabama
$36.6K – – –
CTA
67
Colonial Trust Advisors
South Carolina
$36.5K -$948 -52 -3%
EBA
68
Eagle Bay Advisors
New York
$36.5K – – –
CFD
69
Creative Financial Designs
Indiana
$33.8K – – –
Comerica Bank
70
Comerica Bank
Texas
$27.3K – – –
SAM
71
Smartleaf Asset Management
Massachusetts
$25.7K +$25.7K +1,407 New
HNB
72
Huntington National Bank
Ohio
$20.7K -$14.8K -812 -42%
TFGT
73
TS Financial Group (TSFG)
Illinois
$20K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$19K +$362 +20 +2%
BCMLT
75
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K +$18.5K +1,012 New
1 2
3
4