EOS

Eaton Vance Enhance Equity Income Fund II

89 hedge funds and large institutions have $158M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UB
51
UMB Bank
Missouri
$325K
Neuberger Berman Group
52
Neuberger Berman Group
New York
$315K
DADC
53
D.A. Davidson & Co
Montana
$315K +$315K +17,581 New
SC
54
Savant Capital
Illinois
$298K +$298K +16,661 New
Creative Planning
55
Creative Planning
Kansas
$268K
D
56
Diversified
Delaware
$265K -$47.1K -2,635 -15%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$264K -$716 -40 -0.3%
OHWP
58
Oak Harbor Wealth Partners
North Carolina
$255K +$4.31K +241 +2%
SDAM
59
Shulman DeMeo Asset Management
New York
$243K -$6.44K -360 -3%
TCM
60
Traynor Capital Management
Pennsylvania
$229K
BCA
61
Bay Colony Advisors
Massachusetts
$214K
FHA
62
Flagship Harbor Advisors
Massachusetts
$204K -$35.9K -2,009 -15%
CC
63
Commons Capital
Massachusetts
$194K +$590 +33 +0.3%
RRA
64
Round Rock Advisors
Connecticut
$193K
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$192K +$192K +10,726 New
HighTower Advisors
66
HighTower Advisors
Illinois
$185K -$25.1K -1,408 -12%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$181K +$30K +1,677 +20%
SWM
68
Stockman Wealth Management
Montana
$179K
US Bancorp
69
US Bancorp
Minnesota
$167K
PFP
70
Pinnacle Financial Partners
Tennessee
$151K
GWSG
71
GPS Wealth Strategies Group
Colorado
$125K
BAAM
72
Baker Avenue Asset Management
California
$98.4K +$98.4K +5,500 New
AA
73
AlphaMark Advisors
Kentucky
$92K
CCMW
74
Cypress Capital Management (Wyoming)
Wyoming
$61.7K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$57.9K +$14.1K +786 +32%