EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

77 hedge funds and large institutions have $150M invested in Eaton Vance Enhanced Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.46M
3
CA
3
Cornerstone Advisors
North Carolina
$2.93M
4
SFS
4
Shaker Financial Services
Virginia
$1.62M
5
OC
5
OxenFree Capital
Florida
$1.27M

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$12.9M
3
AAS
3
Ameritas Advisory Services
Nebraska
$474K
4
IAIM
4
International Assets Investment Management
Florida
$0
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M 1,090,460 +539,889 +98%
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$15.1M 912,099 -17,132 -2%
RJA
3
Raymond James & Associates
Florida
$12.9M 780,334 -139,139 -15%
GC
4
Guggenheim Capital
Illinois
$11.4M 689,218 +5,829 +0.9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.46M 570,700 +176,206 +45%
Ameriprise
6
Ameriprise
Minnesota
$8.85M 547,139 +8,596 +2%
Bank of America
7
Bank of America
North Carolina
$8.57M 516,612 +7,481 +1%
Invesco
8
Invesco
Georgia
$7.7M 464,295 +53,296 +13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.41M 446,859 +16,696 +4%
AF
10
Allworth Financial
California
$6.41M 386,509 -8,778 -2%
Wells Fargo
11
Wells Fargo
California
$5.06M 305,413 -14,516 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.86M 233,063 -7,238 -3%
UBS Group
13
UBS Group
Switzerland
$3.41M 205,623 +519 +0.3%
RBFC
14
Roman Butler Fullerton & Co
Missouri
$3M 176,296 -3,544 -2%
Truist Financial
15
Truist Financial
North Carolina
$2.94M 177,054 +6,976 +4%
CA
16
Cornerstone Advisors
North Carolina
$2.93M 176,760 +151,872 +610%
SFS
17
Shaker Financial Services
Virginia
$1.62M 97,484 +97,484 New
LPL Financial
18
LPL Financial
California
$1.59M 95,848 +6,031 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.34M 80,982 +3,043 +4%
OC
20
OxenFree Capital
Florida
$1.27M 76,577 +76,577 New
SPIA
21
Steward Partners Investment Advisory
New York
$1.27M 76,367 -7,142 -9%
AAM
22
Advisors Asset Management
Colorado
$1.1M 66,087 -14,458 -18%
Corient Private Wealth
23
Corient Private Wealth
Florida
$832K 50,197 -3,187 -6%
LCM
24
Landscape Capital Management
New Jersey
$827K 49,869 +49,869 New
Osaic Holdings
25
Osaic Holdings
Arizona
$815K 49,183 -6,823 -12%
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