EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

121 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.

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% 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
1
Concurrent Investment Advisors
Florida
$4.62M
2
Morgan Stanley
2
Morgan Stanley
New York
$31M
3
GC
3
Guggenheim Capital
Illinois
$21.2M
4
LPL Financial
4
LPL Financial
California
$9.14M
5
Wells Fargo
5
Wells Fargo
California
$14.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$532K
2
KIM
2
Karpus Investment Management
New York
$2.24M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
1CP
4
1607 Capital Partners
Virginia
$680K
5
SFS
5
Shaker Financial Services
Virginia
$280K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$396K -$222K -9,258 -36%
UB
52
UMB Bank
Missouri
$376K – – –
SC
53
Savant Capital
Illinois
$373K +$1.68K +70 +0.5%
OHWP
54
Oak Harbor Wealth Partners
North Carolina
$372K +$3.4K +142 +0.9%
FAM
55
Formidable Asset Management
Ohio
$369K – – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$363K +$138K +5,768 +61%
EP
57
Essential Planning
New Hampshire
$347K +$347K +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 -$13.5K -565 -4%
BCA
61
Bay Colony Advisors
Massachusetts
$316K +$17K +711 +6%
CC
62
Commons Capital
Massachusetts
$301K +$44.7K +1,866 +17%
PWM
63
Perigon Wealth Management
California
$294K +$33K +1,399 +13%
DE
64
Diversified Enterprises
Delaware
$293K -$1.87K -78 -0.6%
AWG
65
Altus Wealth Group
Colorado
$292K – – –
SWP
66
Semus Wealth Partners
Florida
$290K -$26.6K -1,110 -8%
SFS
67
Shaker Financial Services
Virginia
$280K -$1.16M -48,399 -81%
BH
68
Burk Holdings
Oklahoma
$271K +$271K +11,323 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$264K -$305K -12,750 -54%
TCM
70
Traynor Capital Management
Pennsylvania
$259K +$1.82K +76 +0.7%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$254K – – –
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$240K -$8.12K -339 -3%
SWM
73
Stockman Wealth Management
Montana
$240K – – –
GWP
74
Gateway Wealth Partners
Wisconsin
$240K +$240K +10,000 New
AWM
75
Apollon Wealth Management
South Carolina
$239K +$239K +9,970 New
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