EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

90 hedge funds and large institutions have $136M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$3.6M
2
SFS
Shaker Financial Services
Virginia
$2.39M
3
GC
Guggenheim Capital
Illinois
$9.2M
4
OFG
OTA Financial Group
New York
$861K
5
KIM
Karpus Investment Management
New York
$709K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.9M
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61M
4
AAM
Advisors Asset Management
Colorado
$930K
5
AAS
Ameritas Advisory Services
Nebraska
$450K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
26
OTA Financial Group
New York
$861K +$861K +52,511 New
AWG
27
Altus Wealth Group
Colorado
$716K +$394 +24 +0.1%
KIM
28
Karpus Investment Management
New York
$709K +$709K +43,207 New
PAG
29
Private Advisor Group
New Jersey
$696K -$38.5K -2,347 -5%
TGAM
30
TBH Global Asset Management
Tennessee
$677K – – –
Corient Private Wealth
31
Corient Private Wealth
Florida
$639K +$639K +38,983 New
GAA
32
Global Assets Advisory
Florida
$595K +$55.1K +3,336 +10%
CFGS
33
Concourse Financial Group Securities
Alabama
$533K +$96.8K +5,900 +22%
BCM
34
Bluefin Capital Management
New York
$489K – – –
LCM
35
Landscape Capital Management
New Jersey
$455K +$455K +27,740 New
IAIM
36
International Assets Investment Management
Florida
$453K +$453K +27,701 New
AAS
37
Ameritas Advisory Services
Nebraska
$450K -$334K -20,370 -43%
SWM
38
Spire Wealth Management
Virginia
$435K +$33K +2,010 +8%
SWP
39
Semus Wealth Partners
Florida
$424K -$15.5K -945 -4%
WE
40
Wealth Effects
Massachusetts
$420K +$754 +46 +0.2%
AWS
41
Atria Wealth Solutions
New York
$403K -$45.3K -2,764 -10%
FIA
42
Foundations Investment Advisors
Arizona
$398K -$2.31K -141 -0.6%
OC
43
Oppenheimer & Co
New York
$359K -$11.6K -708 -3%
NA
44
NewEdge Advisors
Louisiana
$340K -$16K -989 -4%
SPIA
45
Steward Partners Investment Advisory
New York
$332K +$4.1K +250 +1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$308K -$38.8K -2,365 -11%
FAM
47
Formidable Asset Management
Ohio
$303K – – –
UB
48
UMB Bank
Missouri
$298K – – –
Neuberger Berman Group
49
Neuberger Berman Group
New York
$289K -$16.4K -1,000 -5%
D
50
Diversified
Delaware
$286K -$76.2K -4,645 -21%
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