EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

106 hedge funds and large institutions have $265M invested in Eaton Vance Enhance Equity Income Fund II in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
40
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$52.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.01M
3
Cohen & Steers
Cohen & Steers
New York
$3.92M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.1M
5
AAM
Advisors Asset Management
Colorado
$5.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23.7M
2
Ameriprise
Ameriprise
Minnesota
$1.75M
3
SFS
Shaker Financial Services
Virginia
$661K
4
Bank of America
Bank of America
North Carolina
$30.1M
5
Invesco
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.48M +$18.7K +963 +1%
Stifel Financial
27
Stifel Financial
Missouri
$1.22M +$11.6K +576 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.18M -$2.46K -122 -0.2%
SWP
29
Stratos Wealth Partners
Ohio
$1.14M -$337K -16,725 -23%
KAS
30
Kestra Advisory Services
Texas
$1.05M -$5.2K -258 -0.5%
LCM
31
Landscape Capital Management
New Jersey
$1.03M -$343 -17 -0%
CFGS
32
Concourse Financial Group Securities
Alabama
$845K -$18.2K -900 -2%
TGAM
33
TBH Global Asset Management
Tennessee
$830K – – –
Corient Private Wealth
34
Corient Private Wealth
Florida
$797K +$25K +1,239 +3%
SPIA
35
Steward Partners Investment Advisory
New York
$764K +$287K +14,216 +60%
PAG
36
Private Advisor Group
New Jersey
$724K -$75.6K -3,748 -9%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$661K +$37.9K +1,880 +6%
SFS
38
Shaker Financial Services
Virginia
$661K -$1.34M -66,458 -67%
DADC
39
D.A. Davidson & Co
Montana
$557K +$27.8K +1,380 +5%
AAS
40
Ameritas Advisory Services
Nebraska
$551K +$242K +12,152 +78%
TWP
41
Tyche Wealth Partners
Texas
$541K -$78.6K -3,897 -13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$515K +$297K +14,719 +136%
OC
43
Oppenheimer & Co
New York
$476K +$28.2K +1,397 +6%
NS
44
NBC Securities
Alabama
$459K -$15.4K -765 -3%
WE
45
Wealth Effects
Massachusetts
$449K -$59.8K -2,967 -12%
Truist Financial
46
Truist Financial
North Carolina
$449K +$968 +48 +0.2%
HighTower Advisors
47
HighTower Advisors
Illinois
$444K +$237K +11,771 +114%
AFG
48
Atomi Financial Group
New York
$436K +$37K +1,833 +9%
SWP
49
Semus Wealth Partners
Florida
$419K -$101K -5,032 -19%
BIM
50
Bullseye Investment Management
Ohio
$403K +$403K +22,130 New
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