Eaton Vance Enhanced Equity Income Fund
EOI
80 hedge funds and large institutions have $161M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
3% more capital invested
Capital invested by funds: $156M → $161M (+$5.41M)
0.17% less ownership
Funds ownership: 21.29% → 21.12% (-0.17%)
4% less funds holding
Funds holding: 83 → 80 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$3.2M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.52M |
| 3 |
Morgan Stanley
New York
|
+$891K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$765K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.2M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$1.89M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.62M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$889K |
| 5 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$726K |
EOI Hedge Fund Activity: Q2 2024 in Review
80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2024, worth a combined $161M — up 3.5% from $156M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EOI and 9 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 28 added.
The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $3.2M. The largest seller was Ameriprise, cutting an estimated $4.2M.
- 80 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2024, down from 83 in Q1 2024.
- Funds reported $161M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2024, up 3.5% quarter-over-quarter.
- 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2024 and 10 closed out, a net change of -1 holder.
- The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.2M added.
- The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2024 was Ameriprise, an estimated $4.2M sold.
Based on aggregated 13F filings for Q2 2024.