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EOI

Eaton Vance Enhanced Equity Income Fund

54 hedge funds and large institutions have $73.7M invested in Eaton Vance Enhanced Equity Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 5454 (0)

1.67% less ownership

Funds ownership: 16.43%14.77% (-1.7%)

11% less capital invested

Capital invested by funds: $82.5M → $73.7M (-$8.8M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27M +$1.59M +123,659 +6%
AAM
2
Advisors Asset Management
Colorado
$12.5M -$3.37M -261,982 -21%
Invesco
3
Invesco
Georgia
$7.21M -$1.11M -86,348 -13%
GC
4
Guggenheim Capital
Illinois
$4.6M +$858K +66,642 +23%
NSIM
5
North Star Investment Management
Illinois
$3.75M -$28.3K -2,199 -0.7%
Wells Fargo
6
Wells Fargo
California
$3.41M +$634K +49,199 +23%
Morgan Stanley
7
Morgan Stanley
New York
$1.93M -$1.96M -152,132 -50%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$1.74M +$1.76M +136,727 New
UBS Group
9
UBS Group
Switzerland
$1.24M -$29.1K -2,257 -2%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$962K -$1.61M -125,000 -63%
RJA
11
Raymond James & Associates
Florida
$933K +$202K +15,661 +27%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$906K +$6.39K +496 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$873K +$45.2K +3,509 +5%
LPL Financial
14
LPL Financial
California
$788K -$864K -67,093 -52%
EVM
15
Eaton Vance Management
Massachusetts
$588K +$99.4K +7,716 +20%
HighTower Advisors
16
HighTower Advisors
Illinois
$464K -$13.7K -1,061 -3%
RVPG
17
Relative Value Partners Group
$462K -$110K -8,540 -19%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$409K +$438 +34 +0.1%
ACP
19
Aviance Capital Partners
Florida
$336K +$67.1K +5,213 +25%
CIA
20
Capital Investment Advisors
Georgia
$313K
OFG
21
OTA Financial Group
New York
$285K +$289K +22,414 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$246K -$58.9K -4,572 -19%
WB
23
WesBanco Bank
West Virginia
$222K
SPC
24
Sigma Planning Corp
Michigan
$212K +$215K +16,674 New
DADC
25
D.A. Davidson & Co
Montana
$193K

EOI Hedge Fund Activity: Q2 2016 in Review

54 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2016, worth a combined $73.7M — down 11% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EOI positions and 10 closed out — a net gain of 1 holder — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $1.76M. The largest seller was Advisors Asset Management, cutting an estimated $3.37M.

  • 54 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $73.7M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2016, down 11% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2016 and 10 closed out, a net change of +1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2016 was Bank of Nova Scotia, an estimated $1.76M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2016 was Advisors Asset Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q2 2016.