EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

90 hedge funds and large institutions have $204M invested in Eaton Vance Enhance Equity Income Fund II in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.68M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.31M
3
KAS
3
Kestra Advisory Services
Texas
$941K
4
UBS Group
4
UBS Group
Switzerland
$6.83M
5
NA
5
NewEdge Advisors
Louisiana
$442K

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$0
2
Bank of America
2
Bank of America
North Carolina
$46.6M
3
Invesco
3
Invesco
Georgia
$10.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.9M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.03M -$203K -9,662 -16%
KAS
27
Kestra Advisory Services
Texas
$941K +$682K +32,476 +263%
TGAM
28
TBH Global Asset Management
Tennessee
$867K +$154K +7,332 +22%
PAG
29
Private Advisor Group
New Jersey
$857K -$37.6K -1,791 -4%
EVM
30
Eaton Vance Management
Massachusetts
$819K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$780K +$63.8K +3,037 +9%
IAIM
32
International Assets Investment Management
Florida
$766K -$331K -15,800 -30%
PFP
33
Pinnacle Financial Partners
Tennessee
$737K +$28.9K +1,374 +4%
AWG
34
Altus Wealth Group
Colorado
$640K -$49.7K -2,363 -7%
AAS
35
Ameritas Advisory Services
Nebraska
$574K -$16.1K -765 -3%
SWM
36
Spire Wealth Management
Virginia
$568K +$12.5K +597 +2%
WE
37
Wealth Effects
Massachusetts
$566K +$9.92K +472 +2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$529K -$1.43M -67,961 -73%
OC
39
Oppenheimer & Co
New York
$523K +$7.27K +346 +1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$488K -$87.6K -4,172 -15%
FIA
41
Foundations Investment Advisors
Arizona
$478K -$27.5K -1,374 -5%
NA
42
NewEdge Advisors
Louisiana
$442K +$442K +21,023 New
FAM
43
Formidable Asset Management
Ohio
$389K +$389K +18,528 New
UB
44
UMB Bank
Missouri
$382K – – –
BCM
45
Bluefin Capital Management
New York
$381K +$381K +18,150 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$379K -$52.6K -2,500 -12%
Creative Planning
47
Creative Planning
Kansas
$344K +$38.8K +1,845 +13%
TCM
48
Traynor Capital Management
Pennsylvania
$332K – – –
DW
49
Domani Wealth
Pennsylvania
$326K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$309K -$9.82K -467 -3%
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