EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

82 hedge funds and large institutions have $163M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.73M
2
Invesco
2
Invesco
Georgia
$10.1M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.3M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$584K

Top Sellers

1
AF
1
Allworth Financial
California
$2.6M
2
Ameriprise
2
Ameriprise
Minnesota
$4.32M
3
GC
3
Guggenheim Capital
Illinois
$10.3M
4
AAM
4
Advisors Asset Management
Colorado
$0
5
SFS
5
Shaker Financial Services
Virginia
$632K
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
1
Fort Pitt Capital Group
Pennsylvania
$16.7M 827,681 -8,988 -1%
RJA
2
Raymond James & Associates
Florida
$14M 693,650 +39,303 +6%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M 658,474 +29,919 +5%
Bank of America
4
Bank of America
North Carolina
$11.2M 552,570 +16,034 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.1M 550,534 -8,039 -1%
GC
6
Guggenheim Capital
Illinois
$10.3M 508,810 -107,764 -17%
Invesco
7
Invesco
Georgia
$10.1M 500,312 +83,709 +20%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.22M 455,890 +319 +0.1%
Wells Fargo
9
Wells Fargo
California
$7.95M 393,227 +268 +0.1%
CIA
10
Concurrent Investment Advisors
Florida
$4.99M 246,634 +4,619 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.73M 233,565 +122,829 +111%
Ameriprise
12
Ameriprise
Minnesota
$4.32M 213,491 -115,917 -35%
UBS Group
13
UBS Group
Switzerland
$4.02M 198,538 -1,633 -0.8%
RBFC
14
Roman Butler Fullerton & Co
Missouri
$3.77M 186,611 +3,899 +2%
Truist Financial
15
Truist Financial
North Carolina
$3.51M 173,541 +396 +0.2%
AF
16
Allworth Financial
California
$2.6M 128,650 -136,367 -51%
LPL Financial
17
LPL Financial
California
$2.49M 123,241 +1,620 +1%
CA
18
Cornerstone Advisors
North Carolina
$2.07M 102,352 -35,856 -26%
TA
19
TPG Advisors
Illinois
$1.94M 96,046 +3,093 +3%
OC
20
OxenFree Capital
Florida
$1.71M 84,697 +3,997 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.62M 79,846 -306 -0.4%
AAS
22
Ameritas Advisory Services
Nebraska
$1.59M 78,523 -8 -0%
SPIA
23
Steward Partners Investment Advisory
New York
$1.51M 74,852 +157 +0.2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.23M 60,853 +5,462 +10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.17M 57,828 +1,088 +2%
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