Eaton Vance Enhanced Equity Income Fund
EOI
59 hedge funds and large institutions have $72.7M invested in Eaton Vance Enhanced Equity Income Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
5% more funds holding
Funds holding: 56 → 59 (+3)
3% more capital invested
Capital invested by funds: $70.7M → $72.7M (+$2.09M)
0.77% more ownership
Funds ownership: 14.26% → 15.03% (+0.77%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.67M |
| 2 |
Citigroup
New York
|
+$2.41M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.31M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$921K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.87M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.66M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$424K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$344K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$320K |
EOI Hedge Fund Activity: Q4 2016 in Review
59 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2016, worth a combined $72.7M — up 3% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EOI positions and 8 closed out — a net gain of 3 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.67M. The largest seller was Advisors Asset Management, cutting an estimated $3.87M.
- 59 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2016, up from 56 in Q3 2016.
- Funds reported $72.7M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2016, up 3% quarter-over-quarter.
- 11 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2016 and 8 closed out, a net change of +3 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2016 was Karpus Investment Management, an estimated $2.67M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2016 was Advisors Asset Management, an estimated $3.87M sold.
Based on aggregated 13F filings for Q4 2016.