Eaton Vance Enhanced Equity Income Fund
EOI
67 hedge funds and large institutions have $89.4M invested in Eaton Vance Enhanced Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 7 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
2% more capital invested
Capital invested by funds: $87.9M → $89.4M (+$1.49M)
0.1% more ownership
Funds ownership: 14.95% → 15.05% (+0.1%)
6% less funds holding
Funds holding: 71 → 67 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$988K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$710K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$450K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$976K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$952K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$872K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$749K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$749K |
EOI Hedge Fund Activity: Q3 2019 in Review
67 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2019, worth a combined $89.4M — up 1.7% from $87.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EOI and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 25 added.
The largest buyer was Raymond James & Associates, adding an estimated $1.63M. The largest seller was Claraphi Advisory Network, cutting an estimated $976K.
- 67 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2019, down from 71 in Q2 2019.
- Funds reported $89.4M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2019, up 1.7% quarter-over-quarter.
- 3 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2019 and 7 closed out, a net change of -4 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2019 was Raymond James & Associates, an estimated $1.63M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2019 was Claraphi Advisory Network, an estimated $976K sold.
Based on aggregated 13F filings for Q3 2019.