Eaton Vance Enhanced Equity Income Fund
EOI
79 hedge funds and large institutions have $114M invested in Eaton Vance Enhanced Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
65% more capital inflows, than outflows
Capital inflows: $10.8M | Capital outflows: $6.51M
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
16% more funds holding
Funds holding: 68 → 79 (+11)
0.46% more ownership
Funds ownership: 18.57% → 19.03% (+0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.63M |
| 2 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$1.52M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
+$1.5M |
| 4 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$2.53M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$1.01M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$828K |
| 4 |
Morgan Stanley
New York
|
-$637K |
| 5 |
Claro Advisors
Boston,
Massachusetts
|
-$196K |
EOI Hedge Fund Activity: Q4 2022 in Review
79 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2022, worth a combined $114M — up 8.5% from $105M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EOI positions and 7 closed out — a net gain of 15 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.63M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.53M sold.
- 79 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2022, up from 68 in Q3 2022.
- Funds reported $114M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2022, up 8.5% quarter-over-quarter.
- 22 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2022 and 7 closed out, a net change of +15 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2022 was International Assets Investment Management, an estimated $1.63M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2022 was Shaker Financial Services, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2022.