Eaton Vance Enhanced Equity Income Fund
EOI
68 hedge funds and large institutions have $105M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
0.79% less ownership
Funds ownership: 19.36% → 18.57% (-0.79%)
3% less funds holding
Funds holding: 70 → 68 (-2)
9% less capital invested
Capital invested by funds: $115M → $105M (-$9.82M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$817K |
| 3 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$365K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$350K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.51M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$547K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$533K |
| 4 |
Morgan Stanley
New York
|
-$480K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$391K |
EOI Hedge Fund Activity: Q3 2022 in Review
68 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2022, worth a combined $105M — down 8.6% from $115M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EOI and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 28 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.53M. The largest seller was Ameriprise, cutting an estimated $6.51M.
- 68 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2022, down from 70 in Q2 2022.
- Funds reported $105M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2022, down 8.6% quarter-over-quarter.
- 6 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2022 and 8 closed out, a net change of -2 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2022 was Shaker Financial Services, an estimated $1.53M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2022 was Ameriprise, an estimated $6.51M sold.
Based on aggregated 13F filings for Q3 2022.