Eaton Vance Enhanced Equity Income Fund
EOI
74 hedge funds and large institutions have $147M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 12 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
17% more capital invested
Capital invested by funds: $126M → $147M (+$21.1M)
7% more funds holding
Funds holding: 69 → 74 (+5)
0.64% more ownership
Funds ownership: 17.89% → 18.52% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.71M |
| 2 |
Morgan Stanley
New York
|
+$917K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$915K |
| 4 |
BKA
Brick & Kyle Associates
Newtown,
Pennsylvania
|
+$829K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.55M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$570K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$433K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$318K |
| 5 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAWM
76
Capital Advisors Wealth Management
Yakima,
Washington
| – | -$287K | -16,060 | Closed |
|
77
Jane Street
New York
| – | -$182K | -10,157 | Closed |
|
|
WB
78
WesBanco Bank
Wheeling,
West Virginia
| – | -$180K | -10,063 | Closed |
|
|
HI
79
Harbour Investments
Madison,
Wisconsin
| – | -$96K | -5,376 | Closed |
|
|
RCA
80
Ranch Capital Advisors
Sarasota,
Florida
| – | -$61K | -3,407 | Closed |
|
81
Citigroup
New York
| – | -$47K | -2,625 | Closed |
|
|
WAM
82
Wolverine Asset Management
Chicago,
Illinois
| – | -$19K | -1,099 | Closed |
|
|
PMFA
83
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$19.5K | -1,000 | Closed |
|
|
HA
84
Herold Advisors
New York
| – | -$16K | -900 | Closed |
|
|
AWA
85
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$13K | -780 | Closed |
|
EOI Hedge Fund Activity: Q4 2021 in Review
74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2021, worth a combined $147M — up 17% from $126M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EOI positions and 12 closed out — a net gain of 6 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.71M. The largest seller was Cohen & Steers, cutting an estimated $1.55M.
- 74 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2021, up from 69 in Q3 2021.
- Funds reported $147M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2021, up 17% quarter-over-quarter.
- 18 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2021 and 12 closed out, a net change of +6 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $1.71M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2021.