Eaton Vance Enhanced Equity Income Fund
EOI
71 hedge funds and large institutions have $118M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 70 → 71 (+1)
3% more capital invested
Capital invested by funds: $114M → $118M (+$3.41M)
0.12% less ownership
Funds ownership: 17.95% → 17.83% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.49M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.23M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.46M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$757K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$6.53M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$1.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.1M |
| 4 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$1.09M |
| 5 |
Citigroup
New York
|
-$824K |
EOI Hedge Fund Activity: Q1 2021 in Review
71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2021, worth a combined $118M — up 3% from $114M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOI positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $4.49M. The largest seller was Karpus Investment Management, cutting an estimated $6.53M.
- 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2021, up from 70 in Q4 2020.
- Funds reported $118M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2021, up 3% quarter-over-quarter.
- 10 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2021 and 9 closed out, a net change of +1 holder.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2021 was Raymond James & Associates, an estimated $4.49M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $6.53M sold.
Based on aggregated 13F filings for Q1 2021.