Eaton Vance Enhance Equity Income Fund II
112 hedge funds and large institutions have $224M invested in Eaton Vance Enhance Equity Income Fund II in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 5 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 25
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
2.38% more ownership
Funds ownership: 19.89% → 22.26% (+2.4%)
2% more funds holding
Funds holding: 110 → 112 (+2)
1% less capital invested
Capital invested by funds: $226M → $224M (-$2.34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$28M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.27M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 5 |
LPL Financial
San Diego,
California
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$5.67M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$584K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$570K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$550K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$343K |
EOS Hedge Fund Activity: Q3 2024 in Review
112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q3 2024, worth a combined $224M — down 1% from $226M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EOS positions and 5 closed out — a net gain of 4 holders — while 47 added to existing stakes and 25 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $28M. The largest seller was Cornerstone Advisors, cutting an estimated $5.67M.
- 112 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q3 2024, up from 110 in Q2 2024.
- Funds reported $224M of Eaton Vance Enhance Equity Income Fund II stock for Q3 2024, down 1% quarter-over-quarter.
- 9 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q3 2024 and 5 closed out, a net change of +4 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q3 2024 was International Assets Investment Management, an estimated $28M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q3 2024 was Cornerstone Advisors, an estimated $5.67M sold.
Based on aggregated 13F filings for Q3 2024.