EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

108 hedge funds and large institutions have $226M invested in Eaton Vance Enhance Equity Income Fund II in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
37
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$8.42M
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
LPL Financial
3
LPL Financial
California
$6.46M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.4M
5
Cohen & Steers
5
Cohen & Steers
New York
$4.94M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$1.12M
2
CA
2
Cornerstone Advisors
North Carolina
$10.2M
3
Bank of America
3
Bank of America
North Carolina
$29.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.32M
5
GC
5
Guggenheim Capital
Illinois
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.25M -$75.1K -3,450 -6%
CFGS
27
Concourse Financial Group Securities
Alabama
$1.21M +$298K +13,685 +33%
KAS
28
Kestra Advisory Services
Texas
$1.15M +$16.1K +738 +1%
GAA
29
Global Assets Advisory
Florida
$1.12M -$21.7M -994,882 -95%
SFS
30
Shaker Financial Services
Virginia
$1.04M +$323K +14,848 +45%
SPIA
31
Steward Partners Investment Advisory
New York
$899K +$74.1K +3,403 +9%
SWP
32
Stratos Wealth Partners
Ohio
$880K -$349K -16,043 -28%
TGAM
33
TBH Global Asset Management
Tennessee
$860K -$36.7K -1,683 -4%
PAG
34
Private Advisor Group
New Jersey
$854K +$72.4K +3,326 +9%
Corient Private Wealth
35
Corient Private Wealth
Florida
$839K -$21.4K -983 -2%
DADC
36
D.A. Davidson & Co
Montana
$601K – – –
AAS
37
Ameritas Advisory Services
Nebraska
$591K -$12.8K -589 -2%
TWP
38
Tyche Wealth Partners
Texas
$585K +$327 +15 +0.1%
FG
39
Fairman Group
Pennsylvania
$575K +$575K +26,418 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$564K +$8.06K +370 +1%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$541K -$173K -7,955 -24%
OC
42
Oppenheimer & Co
New York
$527K +$13.5K +621 +3%
AFG
43
Atomi Financial Group
New York
$499K +$28.3K +1,299 +6%
GC
44
Gratus Capital
Georgia
$490K +$490K +22,500 New
NA
45
NewEdge Advisors
Louisiana
$487K +$98K +4,500 +25%
WE
46
Wealth Effects
Massachusetts
$486K +$915 +42 +0.2%
SA
47
Sanctuary Advisors
Indiana
$483K +$483K +24,652 New
NS
48
NBC Securities
Alabama
$476K -$20.3K -932 -4%
Truist Financial
49
Truist Financial
North Carolina
$451K -$33.4K -1,532 -7%
IAIM
50
International Assets Investment Management
Florida
$443K +$8.02K +368 +2%
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