EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

99 hedge funds and large institutions have $220M invested in Eaton Vance Enhance Equity Income Fund II in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+16
Holders Change %
+19.28%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
32
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$37.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.32M
3
BCI
Brinker Capital Investments
Pennsylvania
$1.51M
4
LPL Financial
LPL Financial
California
$8.58M
5
UBS Group
UBS Group
Switzerland
$7.42M

Top Sellers

1
CCP
Cassia Capital Partners
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$59.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9K
4
FAM
Formidable Asset Management
Ohio
$0
5
Invesco
Invesco
Georgia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$85K +$12.3K +500 +17%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$67.3K – – –
CBT
78
CoreFirst Bank & Trust
Kansas
$57K – – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$52K – – –
GWM
80
Geneos Wealth Management
Colorado
$50K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$42K – – –
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$37K – – –
WB
83
West Bancorporation
Iowa
$37K +$37K +1,500 New
FF
84
FourThought Financial
Florida
$31K – – –
CHC
85
City Holding Co
West Virginia
$26K – – –
TCOV
86
Trust Company of Vermont
Vermont
$23K +$23K +923 New
CFRPA
87
Castle Financial & Retirement Planning Associates
New Jersey
$22K +$22K +1,000 New
WTC
88
WhitTier Trust Company
Nevada
$17K – – –
CA
89
Clearstead Advisors
Ohio
$15K +$15K +600 New
CA
90
CoreCap Advisors
Michigan
$11K +$11K +460 New
AIP
91
Ahrens Investment Partners
Louisiana
$10K +$10K +400 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$9K -$798K -33,074 -99%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$9K – – –
SWM
94
Selective Wealth Management
Virginia
$9K – – –
MSFP
95
Mark Sheptoff Financial Planning
Connecticut
$9K +$9K +362 New
BWA
96
BDO Wealth Advisors
Florida
$7K – – –
PCMC
97
Paragon Capital Management (Colorado)
Colorado
$5K +$5K +206 New
HI
98
Harbour Investments
Wisconsin
$2K – – –
AssetMark Inc
99
AssetMark Inc
California
$1K – – –
CCP
100
Cassia Capital Partners
North Carolina
– -$2.55M -109,943 Closed
1 2 3
4
5