EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

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.

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
TPG Advisors
Illinois
$1.81M
2
CIA
2
Concurrent Investment Advisors
Florida
$4.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.2M
4
IAIM
4
International Assets Investment Management
Florida
$806K
5
Invesco
5
Invesco
Georgia
$8.09M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.4M
2
AF
2
Allworth Financial
California
$5.01M
3
CA
3
Cornerstone Advisors
North Carolina
$2.69M
4
RJA
4
Raymond James & Associates
Florida
$12.7M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$16.3M 836,669 -39,388 -4%
RJA
2
Raymond James & Associates
Florida
$12.7M 654,347 -48,227 -7%
Morgan Stanley
3
Morgan Stanley
New York
$12.2M 628,555 +48,324 +8%
GC
4
Guggenheim Capital
Illinois
$12M 616,574 -38,475 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.9M 558,573 -4,364 -0.8%
Bank of America
6
Bank of America
North Carolina
$10.4M 536,536 -10,851 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$8.85M 455,571 +3,554 +0.8%
Invesco
8
Invesco
Georgia
$8.09M 416,603 +38,516 +10%
Wells Fargo
9
Wells Fargo
California
$7.64M 392,959 +12,737 +3%
Ameriprise
10
Ameriprise
Minnesota
$6.4M 329,408 -227,943 -41%
AF
11
Allworth Financial
California
$5.01M 265,017 -102,525 -28%
CIA
12
Concurrent Investment Advisors
Florida
$4.7M 242,015 +82,401 +52%
UBS Group
13
UBS Group
Switzerland
$3.89M 200,171 -11,387 -5%
RBFC
14
Roman Butler Fullerton & Co
Missouri
$3.67M 182,712 +6,114 +3%
Truist Financial
15
Truist Financial
North Carolina
$3.36M 173,145 -4,289 -2%
CA
16
Cornerstone Advisors
North Carolina
$2.69M 138,208 -88,041 -39%
LPL Financial
17
LPL Financial
California
$2.36M 121,621 +16,005 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.15M 110,736 -10,289 -9%
TA
19
TPG Advisors
Illinois
$1.81M 92,953 +92,953 New
OC
20
OxenFree Capital
Florida
$1.57M 80,700 +5,047 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.56M 80,152 -2,098 -3%
AAS
22
Ameritas Advisory Services
Nebraska
$1.53M 78,531 -2,252 -3%
SPIA
23
Steward Partners Investment Advisory
New York
$1.45M 74,695 -538 -0.7%
SFS
24
Shaker Financial Services
Virginia
$1.42M 73,314 +34,957 +91%
AAM
25
Advisors Asset Management
Colorado
$1.13M 58,277 -6,405 -10%
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