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EOI

Eaton Vance Enhanced Equity Income Fund

42 hedge funds and large institutions have $107M invested in Eaton Vance Enhanced Equity Income Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $95.9M → $107M (+$11.4M)

1.21% more ownership

Funds ownership: 18.7%19.91% (+1.2%)

13% less funds holding

Funds holding: 4842 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$23.7M +$5.65M +424,351 +33%
Morgan Stanley
2
Morgan Stanley
New York
$19.6M -$1.26M -95,071 -6%
Bank of America
3
Bank of America
North Carolina
$17.9M +$6.09M +457,690 +54%
Invesco
4
Invesco
Georgia
$9.58M +$2.08M +156,461 +29%
PPA
5
Parametric Portfolio Associates
Washington
$8.77M +$456K +34,286 +6%
PAIM
6
Punch & Associates Investment Management
Minnesota
$5.06M -$195K -14,639 -4%
NSIM
7
North Star Investment Management
Illinois
$3.92M -$130K -9,808 -3%
SG Americas Securities
8
SG Americas Securities
New York
$3.26M
GC
9
Guggenheim Capital
Illinois
$2.54M -$1.44M -108,377 -37%
Wells Fargo
10
Wells Fargo
California
$2.42M +$308K +23,136 +15%
RVP
11
Relative Value Partners
Illinois
$2.02M -$47.6K -3,581 -2%
U
12
UBS
Switzerland
$1.24M -$123K -9,255 -9%
LPL Financial
13
LPL Financial
California
$1.2M +$169K +12,690 +17%
RJA
14
Raymond James & Associates
Florida
$1.13M -$33.6K -2,524 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$801K +$71.1K +5,344 +10%
RIL
16
Rothschild Investment LLC
Illinois
$550K
CIA
17
Capital Investment Advisors
Georgia
$356K -$27.7K -2,080 -7%
EVM
18
Eaton Vance Management
Massachusetts
$347K +$20.2K +1,515 +6%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$344K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$326K +$59.6K +4,481 +23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$313K +$52K +3,910 +21%
WB
22
WesBanco Bank
West Virginia
$254K -$20.8K -1,566 -8%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$220K -$309K -23,258 -59%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$209K +$82.4K +6,193 +69%
DADC
25
D.A. Davidson & Co
Montana
$203K

EOI Hedge Fund Activity: Q2 2014 in Review

42 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2014, worth a combined $107M — up 12% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EOI and 3 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $6.09M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.73M sold.

  • 42 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2014, down from 48 in Q1 2014.
  • Funds reported $107M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2014, up 12% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2014 and 8 closed out, a net change of -5 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2014 was Bank of America, an estimated $6.09M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2014 was Rivernorth Capital Management, an estimated $3.73M sold.

Based on aggregated 13F filings for Q2 2014.