Eaton Vance Enhanced Equity Income Fund
EOI
84 hedge funds and large institutions have $170M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
2% more funds holding
Funds holding: 82 → 84 (+2)
4% more capital invested
Capital invested by funds: $163M → $170M (+$6.63M)
0.26% more ownership
Funds ownership: 20.14% → 20.41% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$16.8M |
| 2 |
Morgan Stanley
New York
|
+$2.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$959K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$889K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.07M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$936K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$716K |
| 5 |
TL
Tradewinds LLC
Raleigh,
North Carolina
|
-$215K |
EOI Hedge Fund Activity: Q4 2024 in Review
84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2024, worth a combined $170M — up 4.1% from $163M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EOI positions and 6 closed out — a net gain of 6 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $16.8M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.07M sold.
- 84 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2024, up from 82 in Q3 2024.
- Funds reported $170M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2024, up 4.1% quarter-over-quarter.
- 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2024 and 6 closed out, a net change of +6 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $16.8M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2024.