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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
NA
51
NewEdge Advisors
Louisiana
$396K -$213K -9,258 -36%
UB
52
UMB Bank
Missouri
$376K – – –
SC
53
Savant Capital
Illinois
$373K +$1.61K +70 +0.5%
OHWP
54
Oak Harbor Wealth Partners
North Carolina
$372K +$3.27K +142 +0.9%
FAM
55
Formidable Asset Management
Ohio
$369K – – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$363K +$133K +5,768 +61%
EP
57
Essential Planning
New Hampshire
$347K +$355K +15,456 New
AWAG
58
ARS Wealth Advisors Group
Florida
$323K – – –
SDAM
59
Shulman DeMeo Asset Management
New York
$318K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$316K -$13K -565 -4%
BCA
61
Bay Colony Advisors
Massachusetts
$316K +$16.4K +711 +6%
CC
62
Commons Capital
Massachusetts
$301K +$42.9K +1,866 +17%
PWM
63
Perigon Wealth Management
California
$294K +$32.2K +1,399 +13%
DE
64
Diversified Enterprises
Delaware
$293K -$1.79K -78 -0.6%
AWG
65
Altus Wealth Group
Colorado
$292K – – –
SWP
66
Semus Wealth Partners
Florida
$290K -$25.5K -1,110 -8%
SFS
67
Shaker Financial Services
Virginia
$280K -$1.11M -48,399 -81%
BH
68
Burk Holdings
Oklahoma
$271K +$260K +11,323 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$264K -$293K -12,750 -54%
TCM
70
Traynor Capital Management
Pennsylvania
$259K +$1.75K +76 +0.7%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$254K – – –
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$240K -$7.8K -339 -3%
SWM
73
Stockman Wealth Management
Montana
$240K – – –
GWP
74
Gateway Wealth Partners
Wisconsin
$240K +$230K +10,000 New
AWM
75
Apollon Wealth Management
South Carolina
$239K +$229K +9,970 New
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.