Eaton Vance Enhanced Equity Income Fund
EOI
68 hedge funds and large institutions have $132M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 10 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
12% more capital invested
Capital invested by funds: $118M → $132M (+$14.3M)
0.25% more ownership
Funds ownership: 17.83% → 18.08% (+0.25%)
4% less funds holding
Funds holding: 71 → 68 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.81M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.49M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$1.43M |
| 4 |
Morgan Stanley
New York
|
+$977K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$854K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.27M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.24M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$651K |
| 5 |
LPL Financial
San Diego,
California
|
-$590K |
EOI Hedge Fund Activity: Q2 2021 in Review
68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2021, worth a combined $132M — up 12% from $118M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EOI and 7 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 27 added.
The largest buyer was Raymond James & Associates, adding an estimated $1.81M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.08M sold.
- 68 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2021, down from 71 in Q1 2021.
- Funds reported $132M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 7 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2021 and 10 closed out, a net change of -3 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2021 was Raymond James & Associates, an estimated $1.81M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $2.08M sold.
Based on aggregated 13F filings for Q2 2021.