EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

84 hedge funds and large institutions have $170M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$27.1M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$17.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.22M
5
IAIM
5
International Assets Investment Management
Florida
$888K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
Invesco
3
Invesco
Georgia
$9.46M
4
AF
4
Allworth Financial
California
$2M
5
TL
5
Tradewinds LLC
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$27.1M 1,307,077 +1,307,077 New
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$17.4M 836,494 +807,521 +2,787%
Morgan Stanley
3
Morgan Stanley
New York
$15.8M 759,482 +101,008 +15%
Bank of America
4
Bank of America
North Carolina
$12.1M 580,316 +27,746 +5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.3M 496,026 +40,136 +9%
Invesco
6
Invesco
Georgia
$9.46M 455,289 -45,023 -9%
GC
7
Guggenheim Capital
Illinois
$8.77M 422,280 -86,530 -17%
Wells Fargo
8
Wells Fargo
California
$8.64M 416,217 +22,990 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.37M 258,483 +24,918 +11%
CIA
10
Concurrent Investment Advisors
Florida
$5.27M 253,582 +6,948 +3%
Ameriprise
11
Ameriprise
Minnesota
$4.97M 239,064 +25,573 +12%
UBS Group
12
UBS Group
Switzerland
$4.18M 201,189 +2,651 +1%
RBFC
13
Roman Butler Fullerton & Co
Missouri
$4.01M 190,268 +3,657 +2%
Truist Financial
14
Truist Financial
North Carolina
$3.59M 173,026 -515 -0.3%
LPL Financial
15
LPL Financial
California
$2.62M 125,960 +2,719 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.22M 106,995 +46,142 +76%
TA
17
TPG Advisors
Illinois
$2.02M 97,329 +1,283 +1%
AF
18
Allworth Financial
California
$2M 94,203 -34,447 -27%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.72M 82,790 +2,944 +4%
OC
20
OxenFree Capital
Florida
$1.72M 82,620 -2,077 -2%
AAS
21
Ameritas Advisory Services
Nebraska
$1.68M 80,744 +2,221 +3%
SPIA
22
Steward Partners Investment Advisory
New York
$1.53M 73,858 -994 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.24M 59,878 +2,050 +4%
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.04M 50,197 – –
FAIM
25
Financial Advocates Investment Management
Washington
$1M 48,309 -210 -0.4%
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