Eaton Vance Enhance Equity Income Fund II
74 hedge funds and large institutions have $150M invested in Eaton Vance Enhance Equity Income Fund II in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 10 closing their positions.
30% more capital invested
Capital invested by funds: $115M → $150M (+$35M)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
0.45% more ownership
Funds ownership: 16.77% → 17.22% (+0.45%)
5% less funds holding
Funds holding: 78 → 74 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
MML Investors Services
Springfield,
Massachusetts
| – | -$201K | -14,510 | Closed |
|
|
PAS
77
Partnervest Advisory Services
Santa Barbara,
California
| – | -$163K | -11,750 | Closed |
|
|
NFG
78
Next Financial Group
Houston,
Texas
| – | -$45K | -3,274 | Closed |
|
|
WAM
79
Wolverine Asset Management
Chicago,
Illinois
| – | -$24K | -1,800 | Closed |
|
|
EP
80
Eudaimonia Partners
Winchester,
Tennessee
| – | -$21K | -1,495 | Closed |
|
|
HI
81
Hoey Investments
Coatesville,
Pennsylvania
| – | -$19K | -1,350 | Closed |
|
|
DAM
82
Delta Asset Management
Memphis,
Tennessee
| – | -$7K | -500 | Closed |
|
|
RFM
83
Royal Fund Management
Lady Lake,
Florida
| – | -$1K | -81 | Closed |
|
EOS Hedge Fund Activity: Q2 2020 in Review
74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q2 2020, worth a combined $150M — up 30% from $115M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EOS and 6 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 24 added.
The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $6.51M. The largest seller was Karpus Investment Management, cutting an estimated $11.4M.
- 74 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q2 2020, down from 78 in Q1 2020.
- Funds reported $150M of Eaton Vance Enhance Equity Income Fund II stock for Q2 2020, up 30% quarter-over-quarter.
- 6 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q2 2020 and 10 closed out, a net change of -4 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q2 2020 was Nan Shan Life Insurance, an estimated $6.51M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q2 2020 was Karpus Investment Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2020.