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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

76 hedge funds and large institutions have $135M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $113M → $135M (+$22.1M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.8% more ownership

Funds ownership: 18.6% → 20.4% (+1.8%)

0% more funds holding

Funds holding: 76 → 76 (0)

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$6.32M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$1.51M
3
CA
Cornerstone Advisors
North Carolina
+$963K
4
RJA
Raymond James & Associates
Florida
+$783K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$557K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$402K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$290K
3
SPIA
Steward Partners Investment Advisory
New York
-$227K
4
EC
Elequin Capital
New York
-$179K
5
CC
Commons Capital
Massachusetts
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$16 – – –
CC
77
Commons Capital
Massachusetts
– -$173K -11,381 Closed
GFWA
78
Grey Fox Wealth Advisors
Delaware
– -$24.6K -1,615 Closed
WAM
79
Wolverine Asset Management
Illinois
– -$20.8K -1,369 Closed
BAM
80
Belpointe Asset Management
Nevada
– -$15.2K -1,000 Closed
AIP
81
Ameritas Investment Partners
Nebraska
– -$13.4K -878 Closed
HI
82
Harbour Investments
Wisconsin
– -$8.99K -591 Closed
PFBT
83
Parkside Financial Bank & Trust
Missouri
– -$7.38K -485 Closed
ASN
84
Advisory Services Network
Georgia
– -$6.18K -406 Closed
1 2 3
4

EOI Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2023, worth a combined $135M — up 20% from $113M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EOI positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $6.32M. The largest seller was PNC Financial Services Group, cutting an estimated $402K.

  • 76 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $135M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2023 was Allworth Financial, an estimated $6.32M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2023 was PNC Financial Services Group, an estimated $402K sold.

Based on aggregated 13F filings for Q2 2023.