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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

51 hedge funds and large institutions have $96.8M invested in Eaton Vance Enhanced Equity Income Fund in 2013 Q2 according to their latest regulatory filings, with 51 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21.37% more ownership

Funds ownership: 0% → 21.37% (+21%)

Holders
51
Holders Change
+51
Holders Change %
–
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M +$20.3M +1,719,238 New
KIM
2
Karpus Investment Management
New York
$13.4M +$13.7M +1,157,669 New
RCM
3
Rivernorth Capital Management
Florida
$10.3M +$10.5M +893,859 New
AAM
4
Advisors Asset Management
Colorado
$7.25M +$7.4M +627,683 New
PPA
5
Parametric Portfolio Associates
Washington
$6.85M +$6.99M +592,871 New
Invesco
6
Invesco
Georgia
$5.85M +$5.97M +506,437 New
PAIM
7
Punch & Associates Investment Management
Minnesota
$4.88M +$4.99M +422,653 New
GC
8
Guggenheim Capital
Illinois
$3.73M +$3.81M +322,643 New
NSIM
9
North Star Investment Management
Illinois
$3.28M +$3.35M +284,238 New
SG Americas Securities
10
SG Americas Securities
New York
$3.01M +$3.08M +260,894 New
AQR Capital Management
11
AQR Capital Management
Connecticut
$2.99M +$3.06M +259,073 New
RVP
12
Relative Value Partners
Illinois
$1.86M +$1.9M +160,981 New
Wells Fargo
13
Wells Fargo
California
$1.72M +$1.76M +148,996 New
CA
14
Cornerstone Advisors
North Carolina
$1.25M +$1.28M +108,700 New
Bank of America
15
Bank of America
North Carolina
$1.22M +$1.24M +105,256 New
LPL Financial
16
LPL Financial
California
$915K +$935K +79,247 New
TC
17
TFS Capital
Pennsylvania
$839K +$857K +72,626 New
VAM
18
Visium Asset Management
New York
$791K +$807K +68,437 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$750K +$766K +64,951 New
DA
20
Doliver Advisors
Texas
$694K +$709K +60,075 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$694K +$709K +60,104 New
DIS
22
Diversified Investment Strategies
Louisiana
$576K +$588K +49,830 New
U
23
UBS
Switzerland
$456K +$465K +39,436 New
OFG
24
OTA Financial Group
New York
$424K +$433K +36,720 New
WI
25
Western Investment
Utah
$355K +$363K +30,769 New
1
2 3

EOI Hedge Fund Activity: Q2 2013 in Review

51 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2013, worth a combined $96.8M.

Buyers outnumbered sellers: 51 funds opened new EOI positions and 0 closed out — a net gain of 51 holders — while 0 added to existing stakes and 0 trimmed.

  • 51 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $96.8M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2013.
  • 51 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2013 and 0 closed out, a net change of +51 holders.

Based on aggregated 13F filings for Q2 2013.