EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

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.

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
Bullseye Investment Management
Ohio
$3.03M
2
Invesco
2
Invesco
Georgia
$6.51M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.24M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.25M
5
Bank of America
5
Bank of America
North Carolina
$8.07M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$14.6M
2
CA
2
Cornerstone Advisors
North Carolina
$394K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
GC
4
Guggenheim Capital
Illinois
$10.8M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$14.7M 929,231 -2,868 -0.3%
RJA
2
Raymond James & Associates
Florida
$14.6M 919,473 -69,099 -7%
GC
3
Guggenheim Capital
Illinois
$10.8M 683,389 -29,730 -4%
Morgan Stanley
4
Morgan Stanley
New York
$8.73M 550,571 +8,916 +2%
Ameriprise
5
Ameriprise
Minnesota
$8.51M 538,543 -5,521 -1%
Bank of America
6
Bank of America
North Carolina
$8.07M 509,131 +17,339 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.82M 430,163 +8,683 +2%
Invesco
8
Invesco
Georgia
$6.51M 410,999 +48,640 +13%
AF
9
Allworth Financial
California
$6.27M 395,287 -8,386 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.25M 394,494 +22,683 +6%
Wells Fargo
11
Wells Fargo
California
$5.07M 319,929 -1,676 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.81M 240,301 -9,772 -4%
UBS Group
13
UBS Group
Switzerland
$3.25M 205,104 +3,456 +2%
BIM
14
Bullseye Investment Management
Ohio
$3.03M 191,205 +169,724 +790%
RBFC
15
Roman Butler Fullerton & Co
Missouri
$2.79M 179,840 +8,433 +5%
Truist Financial
16
Truist Financial
North Carolina
$2.7M 170,078 +6,673 +4%
LPL Financial
17
LPL Financial
California
$1.42M 89,817 +2,828 +3%
SPIA
18
Steward Partners Investment Advisory
New York
$1.32M 83,509 -5,239 -6%
AAM
19
Advisors Asset Management
Colorado
$1.28M 80,545 -20,231 -20%
AAS
20
Ameritas Advisory Services
Nebraska
$1.24M 80,867 -2,525 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.24M 77,939 +24,821 +47%
Osaic Holdings
22
Osaic Holdings
Arizona
$888K 56,006 +3,579 +7%
Corient Private Wealth
23
Corient Private Wealth
Florida
$846K 53,384 – –
DADC
24
D.A. Davidson & Co
Montana
$844K 53,244 +1,013 +2%
FAIM
25
Financial Advocates Investment Management
Washington
$716K 45,195 -350 -0.8%
1
2 3 4