Eaton Vance Enhanced Equity Income Fund
EOI
74 hedge funds and large institutions have $131M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 7 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 16
0.26% more ownership
Funds ownership: 20.4% → 20.66% (+0.26%)
3% less capital invested
Capital invested by funds: $135M → $131M (-$3.73M)
3% less funds holding
Funds holding: 76 → 74 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$2.79M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$799K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$408K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$373K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.14M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$602K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$492K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$488K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$449K |
EOI Hedge Fund Activity: Q3 2023 in Review
74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2023, worth a combined $131M — down 2.8% from $135M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EOI and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 28 added.
The largest buyer was Bullseye Investment Management, adding an estimated $2.79M. The largest seller was Raymond James & Associates, cutting an estimated $1.14M.
- 74 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2023, down from 76 in Q2 2023.
- Funds reported $131M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2023, down 2.8% quarter-over-quarter.
- 5 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2023 and 7 closed out, a net change of -2 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2023 was Bullseye Investment Management, an estimated $2.79M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2023 was Raymond James & Associates, an estimated $1.14M sold.
Based on aggregated 13F filings for Q3 2023.