Eaton Vance Enhanced Equity Income Fund
EOI
74 hedge funds and large institutions have $146M invested in Eaton Vance Enhanced Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 12 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $126M → $146M (+$20.4M)
7% more funds holding
Funds holding: 69 → 74 (+5)
0.55% more ownership
Funds ownership: 17.89% → 18.44% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.71M |
| 2 |
Morgan Stanley
New York
|
+$917K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$915K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$683K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.55M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$570K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$433K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$318K |
| 5 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$287K |
EOI Hedge Fund Activity: Q4 2021 in Review
74 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2021, worth a combined $146M — up 16% from $126M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EOI positions and 12 closed out — a net gain of 6 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.71M. The largest seller was Cohen & Steers, cutting an estimated $1.55M.
- 74 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2021, up from 69 in Q3 2021.
- Funds reported $146M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2021, up 16% quarter-over-quarter.
- 18 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2021 and 12 closed out, a net change of +6 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $1.71M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2021.