Eaton Vance Enhance Equity Income Fund II
71 hedge funds and large institutions have $128M invested in Eaton Vance Enhance Equity Income Fund II in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
12% more capital invested
Capital invested by funds: $115M → $128M (+$13.8M)
6% more funds holding
Funds holding: 67 → 71 (+4)
0.06% less ownership
Funds ownership: 16.38% → 16.32% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$2.78M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$782K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$709K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$681K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.52M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$983K |
| 3 |
AGM
Alpine Global Management
New York
|
-$977K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$559K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$536K |
EOS Hedge Fund Activity: Q1 2019 in Review
71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2019, worth a combined $128M — up 12% from $115M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EOS positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Concourse Financial Group Securities, adding an estimated $2.78M. The largest seller was Morgan Stanley, cutting an estimated $2.52M.
- 71 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2019, up from 67 in Q4 2018.
- Funds reported $128M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2019, up 12% quarter-over-quarter.
- 12 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2019 and 8 closed out, a net change of +4 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2019 was Concourse Financial Group Securities, an estimated $2.78M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2019 was Morgan Stanley, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2019.