Eaton Vance Enhanced Equity Income Fund
EOI
83 hedge funds and large institutions have $156M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $141M → $156M (+$15M)
8% more funds holding
Funds holding: 77 → 83 (+6)
0.1% more ownership
Funds ownership: 21.18% → 21.29% (+0.1%)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.31M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$950K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$881K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.96M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.51M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.36M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.04M |
| 5 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$632K |
EOI Hedge Fund Activity: Q1 2024 in Review
83 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2024, worth a combined $156M — up 11% from $141M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EOI positions and 5 closed out — a net gain of 7 holders — while 24 added to existing stakes and 24 trimmed.
The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $2.8M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.
- 83 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2024, up from 77 in Q4 2023.
- Funds reported $156M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2024, up 11% quarter-over-quarter.
- 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2024 and 5 closed out, a net change of +7 holders.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2024 was Concurrent Investment Advisors, an estimated $2.8M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2024 was Royal Bank of Canada, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2024.