Eaton Vance Enhance Equity Income Fund II
91 hedge funds and large institutions have $136M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
6% more funds holding
Funds holding: 86 → 91 (+5)
6% more capital invested
Capital invested by funds: $129M → $136M (+$7.25M)
0.91% more ownership
Funds ownership: 15.3% → 16.21% (+0.91%)
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$3.64M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.42M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.32M |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
+$870K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$716K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.34M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.01M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$762K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$370K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$337K |
EOS Hedge Fund Activity: Q1 2023 in Review
91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2023, worth a combined $136M — up 5.6% from $129M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EOS positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 28 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $3.64M. The largest seller was Morgan Stanley, cutting an estimated $1.34M.
- 91 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2023, up from 86 in Q4 2022.
- Funds reported $136M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2023, up 5.6% quarter-over-quarter.
- 15 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2023 and 8 closed out, a net change of +7 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2023 was Wolverine Asset Management, an estimated $3.64M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2023 was Morgan Stanley, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2023.