EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

99 hedge funds and large institutions have $220M invested in Eaton Vance Enhance Equity Income Fund II in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+16
Holders Change %
+19.28%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
32
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$37.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.32M
3
BCI
Brinker Capital Investments
Pennsylvania
$1.51M
4
LPL Financial
LPL Financial
California
$8.58M
5
UBS Group
UBS Group
Switzerland
$7.42M

Top Sellers

1
CCP
Cassia Capital Partners
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$59.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9K
4
FAM
Formidable Asset Management
Ohio
$0
5
Invesco
Invesco
Georgia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.44M +$33.8K +1,375 +2%
IAIM
27
International Assets Investment Management
Florida
$1.27M -$53.7K -2,215 -4%
RBFC
28
Roman Butler Fullerton & Co
Missouri
$1.24M +$4.7K +191 +0.4%
PAG
29
Private Advisor Group
New Jersey
$1.05M +$26K +1,057 +3%
EVM
30
Eaton Vance Management
Massachusetts
$959K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$838K +$32.7K +1,331 +4%
TGAM
32
TBH Global Asset Management
Tennessee
$835K +$24.6K +1,000 +3%
PFP
33
Pinnacle Financial Partners
Tennessee
$829K -$54.6K -2,221 -6%
AWG
34
Altus Wealth Group
Colorado
$807K +$31.6K +1,286 +4%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$717K -$115K -4,679 -14%
AAS
36
Ameritas Advisory Services
Nebraska
$691K +$691K +28,117 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$674K +$18.2K +742 +3%
WE
38
Wealth Effects
Massachusetts
$651K +$651K +26,469 New
SWM
39
Spire Wealth Management
Virginia
$650K -$44.8K -1,822 -6%
OC
40
Oppenheimer & Co
New York
$604K -$271K -11,016 -31%
FIA
41
Foundations Investment Advisors
Arizona
$588K +$38K +1,635 +7%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$504K +$23.4K +953 +5%
UB
43
UMB Bank
Missouri
$447K +$447K +18,179 New
TCM
44
Traynor Capital Management
Pennsylvania
$389K -$49.2K -2,000 -11%
DW
45
Domani Wealth
Pennsylvania
$381K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$374K +$29.3K +1,193 +9%
SPIA
47
Steward Partners Investment Advisory
New York
$373K – – –
CA
48
Cetera Advisors
Colorado
$367K +$51.7K +2,100 +16%
SDAM
49
Shulman DeMeo Asset Management
New York
$360K -$492 -20 -0.1%
Creative Planning
50
Creative Planning
Kansas
$357K -$66.1K -2,688 -16%
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