EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

83 hedge funds and large institutions have $201M invested in Eaton Vance Enhance Equity Income Fund II in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
23
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cassia Capital Partners
North Carolina
$2.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
LPL Financial
3
LPL Financial
California
$7.09M
4
CFGS
4
Concourse Financial Group Securities
Alabama
$2.43M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$787K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
OC
3
Oppenheimer & Co
New York
$826K
4
Bank of America
4
Bank of America
North Carolina
$58M
5
Citigroup
5
Citigroup
New York
$63K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
$1.25M -$32.4K -1,419 -3%
RBFC
27
Roman Butler Fullerton & Co
Missouri
$1.21M +$33.3K +1,382 +3%
PAG
28
Private Advisor Group
New Jersey
$965K -$8.9K -383 -0.9%
EVM
29
Eaton Vance Management
Massachusetts
$905K – – –
PFP
30
Pinnacle Financial Partners
Tennessee
$834K – – –
OC
31
Oppenheimer & Co
New York
$826K -$1.64M -70,776 -67%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$787K +$778K +33,074 +8,867%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$785K +$259K +11,189 +49%
TGAM
34
TBH Global Asset Management
Tennessee
$765K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$761K -$17.8K -768 -2%
AWG
36
Altus Wealth Group
Colorado
$732K +$250K +10,765 +52%
SWM
37
Spire Wealth Management
Virginia
$656K +$32.4K +1,397 +5%
AIC
38
Ameritas Investment Company
Nebraska
$624K +$56.6K +2,437 +10%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$619K +$2.99K +129 +0.5%
FIA
40
Foundations Investment Advisors
Arizona
$544K -$9.67K -420 -2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$455K – – –
FAM
42
Formidable Asset Management
Ohio
$430K – – –
TCM
43
Traynor Capital Management
Pennsylvania
$413K – – –
Creative Planning
44
Creative Planning
Kansas
$400K +$64.6K +2,781 +19%
DW
45
Domani Wealth
Pennsylvania
$360K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$352K – – –
SDAM
47
Shulman DeMeo Asset Management
New York
$340K +$340K +14,659 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$326K -$76.6K -3,296 -19%
CA
49
Cetera Advisors
Colorado
$298K -$23.2K -1,000 -7%
BCA
50
Bay Colony Advisors
Massachusetts
$296K -$12.8K -550 -4%
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