EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

121 hedge funds and large institutions have $246M invested in Eaton Vance Enhance Equity Income Fund II in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
41
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Concurrent Investment Advisors
Florida
$4.62M
2
Morgan Stanley
2
Morgan Stanley
New York
$31M
3
GC
3
Guggenheim Capital
Illinois
$21.2M
4
LPL Financial
4
LPL Financial
California
$9.14M
5
Wells Fargo
5
Wells Fargo
California
$14.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$532K
2
KIM
2
Karpus Investment Management
New York
$2.24M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
1CP
4
1607 Capital Partners
Virginia
$680K
5
SFS
5
Shaker Financial Services
Virginia
$280K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.54M +$160K +6,679 +12%
GAA
27
Global Assets Advisory
Florida
$1.24M +$6.48K +272 +0.5%
KAS
28
Kestra Advisory Services
Texas
$1.19M -$41.7K -1,740 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$1.12M +$37.4K +1,561 +3%
PAG
30
Private Advisor Group
New Jersey
$962K +$24.6K +1,026 +3%
TGAM
31
TBH Global Asset Management
Tennessee
$945K – – –
Corient Private Wealth
32
Corient Private Wealth
Florida
$923K +$168 +7 +0%
DADC
33
D.A. Davidson & Co
Montana
$733K +$25.6K +1,070 +4%
CFGW
34
Chancellor Financial Group WB
Pennsylvania
$709K +$709K +29,613 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$697K +$65.8K +2,748 +10%
1CP
36
1607 Capital Partners
Virginia
$680K -$3.43M -143,375 -83%
TWP
37
Tyche Wealth Partners
Texas
$642K -$1.51K -63 -0.2%
OC
38
Oppenheimer & Co
New York
$640K +$43.9K +1,832 +7%
FG
39
Fairman Group
Pennsylvania
$633K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$631K +$29.6K +1,236 +5%
AFG
41
Atomi Financial Group
New York
$602K +$19.1K +796 +3%
CCAL
42
City Center Advisors LLC
Michigan
$586K +$40.7K +1,701 +7%
Truist Financial
43
Truist Financial
North Carolina
$567K +$69.6K +2,904 +14%
WE
44
Wealth Effects
Massachusetts
$537K +$934 +39 +0.2%
CPA
45
Compass Planning Associates
Massachusetts
$535K +$535K +22,335 New
IAIM
46
International Assets Investment Management
Florida
$532K -$31.2M -1,307,068 -98%
HighTower Advisors
47
HighTower Advisors
Illinois
$472K – – –
SA
48
Sanctuary Advisors
Indiana
$450K -$94.1K -3,900 -17%
Creative Planning
49
Creative Planning
Kansas
$441K -$479 -20 -0.1%
CT
50
Colonial Trust
South Carolina
$425K +$419K +17,500 +6,629%
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