Eaton Vance Enhanced Equity Income Fund
EOI
70 hedge funds and large institutions have $114M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
12% more capital invested
Capital invested by funds: $102M → $114M (+$12.2M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0.24% more ownership
Funds ownership: 17.71% → 17.95% (+0.24%)
1% less funds holding
Funds holding: 71 → 70 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.31M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.27M |
| 3 |
Citigroup
New York
|
+$760K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$715K |
| 5 |
Cohen & Steers
New York
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.82M |
| 2 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1.14M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$796K |
| 4 |
Morgan Stanley
New York
|
-$458K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
76
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$7K | -500 | Closed |
|
|
PFS
77
Prospera Financial Services
Dallas,
Texas
| – | -$7K | -450 | Closed |
|
|
NFG
78
Next Financial Group
Houston,
Texas
| – | -$5K | -366 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | +$122 | +8 | New |
|
EOI Hedge Fund Activity: Q4 2020 in Review
70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2020, worth a combined $114M — up 12% from $102M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOI positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Advisors Asset Management, cutting an estimated $1.82M.
- 70 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2020, down from 71 in Q3 2020.
- Funds reported $114M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2020, up 12% quarter-over-quarter.
- 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2020 and 9 closed out, a net change of +1 holder.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $1.31M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2020.