Eaton Vance Enhanced Equity Income Fund
EOI
71 hedge funds and large institutions have $102M invested in Eaton Vance Enhanced Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
6% more funds holding
Funds holding: 67 → 71 (+4)
5% more capital invested
Capital invested by funds: $96.9M → $102M (+$5.08M)
0.32% more ownership
Funds ownership: 17.39% → 17.71% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.64M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.52M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.22M |
| 4 |
Cohen & Steers
New York
|
+$899K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.12M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$497K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$274K |
EOI Hedge Fund Activity: Q3 2020 in Review
71 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2020, worth a combined $102M — up 5.2% from $96.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EOI positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Karpus Investment Management, cutting an estimated $3.7M.
- 71 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2020, up from 67 in Q2 2020.
- Funds reported $102M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2020, up 5.2% quarter-over-quarter.
- 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2020 and 6 closed out, a net change of +6 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.64M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2020 was Karpus Investment Management, an estimated $3.7M sold.
Based on aggregated 13F filings for Q3 2020.