Eaton Vance Enhanced Equity Income Fund
EOI
65 hedge funds and large institutions have $79.4M invested in Eaton Vance Enhanced Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
14% more funds holding
Funds holding: 57 → 65 (+8)
2.62% more ownership
Funds ownership: 13.02% → 15.64% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $81.6M → $79.4M (-$2.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$3.17M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.26M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.36M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.29M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$992K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$722K |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$309K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$232K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$228K |
EOI Hedge Fund Activity: Q4 2018 in Review
65 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2018, worth a combined $79.4M — down 2.8% from $81.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EOI positions and 10 closed out — a net gain of 8 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $3.17M. The largest seller was Wells Fargo, cutting an estimated $992K.
- 65 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2018, up from 57 in Q3 2018.
- Funds reported $79.4M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2018, down 2.8% quarter-over-quarter.
- 18 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2018 and 10 closed out, a net change of +8 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $3.17M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2018 was Wells Fargo, an estimated $992K sold.
Based on aggregated 13F filings for Q4 2018.