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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

122 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.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $224M → $246M (+$21.5M)

9% more funds holding

Funds holding: 112 → 122 (+10)

2.67% less ownership

Funds ownership: 22.26% → 19.6% (-2.7%)

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% 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
Concurrent Investment Advisors
Florida
+$2.81M
2
Morgan Stanley
Morgan Stanley
New York
+$1.86M
3
GC
Guggenheim Capital
Illinois
+$1.69M
4
LPL Financial
LPL Financial
California
+$990K
5
Wells Fargo
Wells Fargo
California
+$871K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.1M
2
KIM
Karpus Investment Management
New York
-$8.59M
3
CA
Cornerstone Advisors
North Carolina
-$4.38M
4
1CP
1607 Capital Partners
Virginia
-$3.3M
5
SFS
Shaker Financial Services
Virginia
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.54M +$154K +6,679 +12%
GAA
27
Global Assets Advisory
Florida
$1.24M +$6.25K +272 +0.5%
KAS
28
Kestra Advisory Services
Texas
$1.19M -$40K -1,740 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$1.12M +$35.9K +1,561 +3%
PAG
30
Private Advisor Group
New Jersey
$962K +$23.6K +1,026 +3%
TGAM
31
TBH Global Asset Management
Tennessee
$945K – – –
Corient Private Wealth
32
Corient Private Wealth
Florida
$923K +$161 +7 +0%
DADC
33
D.A. Davidson & Co
Montana
$733K +$24.6K +1,070 +4%
CFGW
34
Chancellor Financial Group WB
Pennsylvania
$709K +$681K +29,613 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$697K +$63.2K +2,748 +10%
1CP
36
1607 Capital Partners
Virginia
$680K -$3.3M -143,375 -83%
TWP
37
Tyche Wealth Partners
Texas
$642K -$1.45K -63 -0.2%
OC
38
Oppenheimer & Co
New York
$640K +$42.1K +1,832 +7%
FG
39
Fairman Group
Pennsylvania
$633K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$631K +$28.4K +1,236 +5%
AFG
41
Atomi Financial Group
New York
$602K +$18.3K +796 +3%
CCAL
42
City Center Advisors LLC
Michigan
$586K +$39.1K +1,701 +7%
Truist Financial
43
Truist Financial
North Carolina
$567K +$66.8K +2,904 +14%
WE
44
Wealth Effects
Massachusetts
$537K +$897 +39 +0.2%
CPA
45
Compass Planning Associates
Massachusetts
$535K +$514K +22,335 New
IAIM
46
International Assets Investment Management
Florida
$532K -$30.1M -1,307,068 -98%
HighTower Advisors
47
HighTower Advisors
Illinois
$472K – – –
SA
48
Sanctuary Advisors
Indiana
$450K -$89.7K -3,900 -17%
Creative Planning
49
Creative Planning
Kansas
$441K -$460 -20 -0.1%
CT
50
Colonial Trust
South Carolina
$425K +$402K +17,500 +6,629%
1
2
3 4 5

EOS Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2024, worth a combined $246M — up 9.6% from $224M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EOS positions and 10 closed out — a net gain of 13 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Concurrent Investment Advisors, adding an estimated $2.81M. The largest seller was International Assets Investment Management, cutting an estimated $30.1M.

  • 122 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $246M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2024 and 10 closed out, a net change of +13 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2024 was Concurrent Investment Advisors, an estimated $2.81M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2024 was International Assets Investment Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2024.