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EOS

Eaton Vance Enhance Equity Income Fund II

59 hedge funds and large institutions have $114M invested in Eaton Vance Enhance Equity Income Fund II in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0% less capital invested

Capital invested by funds: $115M → $114M (-$432K)

0.42% less ownership

Funds ownership: 16.66%16.24% (-0.42%)

2% less funds holding

Funds holding: 6059 (-1)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
26
Dana Investment Advisors
Wisconsin
$361K
ACM
27
Aviance Capital Management
Florida
$343K -$19K -1,364 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$332K +$149K +10,682 +84%
I
29
IberiaBank
Louisiana
$256K +$250K +18,000 New
SIA
30
SeaBridge Investment Advisors
New Jersey
$252K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$221K +$200K +14,384 +1,199%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$174K +$25.6K +1,840 +18%
ICOA
33
Investment Centers of America
North Dakota
$167K +$164K +11,782 New
KeyBank National Association
34
KeyBank National Association
Ohio
$147K
Creative Planning
35
Creative Planning
Kansas
$124K -$15.3K -1,100 -11%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$90K -$10.8K -776 -11%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$88.5K
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$82K +$31.4K +2,254 +63%
NFG
39
Next Financial Group
Texas
$81K
AIG
40
American International Group
New York
$64.2K -$10.4K -750 -14%
JIC
41
Joel Isaacson & Co
New York
$51K
IWMPD
42
Integrated Wealth Management (Palm Desert)
California
$51K +$50.1K +3,600 New
Citigroup
43
Citigroup
New York
$37K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$34K +$111 +8 +0.3%
BRWM
45
B. Riley Wealth Management
Tennessee
$31K
MFS
46
MSI Financial Services
Massachusetts
$27K -$20.7K -1,488 -44%
ASN
47
Advisory Services Network
Georgia
$20K
CHC
48
City Holding Co
West Virginia
$18K
DADC
49
D.A. Davidson & Co
Montana
$18K
DW
50
Domani Wealth
Pennsylvania
$16.3K +$3.23K +232 New

EOS Hedge Fund Activity: Q1 2015 in Review

59 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2015, worth a combined $114M — down 0.38% from $115M a quarter earlier.

Fund positioning in EOS was balanced in Q1 2015: 9 funds opened new positions, 9 closed out, 12 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, adding an estimated $832K. The largest seller was Advisors Asset Management, cutting an estimated $2.72M.

  • 59 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2015, down from 60 in Q4 2014.
  • Funds reported $114M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2015, down 0.38% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2015 and 9 closed out, a net change of 0 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2015 was Invesco, an estimated $832K added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2015 was Advisors Asset Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2015.