Eaton Vance Enhanced Equity Income Fund
EOI
77 hedge funds and large institutions have $141M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
7% more capital invested
Capital invested by funds: $131M → $141M (+$9.5M)
4% more funds holding
Funds holding: 74 → 77 (+3)
0.52% more ownership
Funds ownership: 20.66% → 21.18% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.76M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.38M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.53M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$834K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$3.03M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.18M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$849K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$480K |
| 5 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$268K |
EOI Hedge Fund Activity: Q4 2023 in Review
77 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2023, worth a combined $141M — up 7.2% from $131M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EOI positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.76M. The largest seller was Bullseye Investment Management, exiting entirely with an estimated $3.03M sold.
- 77 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2023, up from 74 in Q3 2023.
- Funds reported $141M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
- 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.76M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2023 was Bullseye Investment Management, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2023.