EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

90 hedge funds and large institutions have $136M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$3.6M
2
SFS
Shaker Financial Services
Virginia
$2.39M
3
GC
Guggenheim Capital
Illinois
$9.2M
4
OFG
OTA Financial Group
New York
$861K
5
KIM
Karpus Investment Management
New York
$709K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$19.9M
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.61M
4
AAM
Advisors Asset Management
Colorado
$930K
5
AAS
Ameritas Advisory Services
Nebraska
$450K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
76
Builder Investment Group
Georgia
$50K – – –
CT
77
Colonial Trust
South Carolina
$44.5K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$40.1K +$16K +973 +66%
CBT
79
CoreFirst Bank & Trust
Kansas
$37.7K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$34.4K – – –
CHC
81
City Holding Co
West Virginia
$20.7K – – –
GWM
82
Geneos Wealth Management
Colorado
$20K – – –
PSB
83
Piscataqua Savings Bank
New Hampshire
$6.72K – – –
BFEC
84
Benjamin F. Edwards & Company
Missouri
$6K – – –
ASN
85
Advisory Services Network
Georgia
$5.33K +$5.33K +325 New
GI
86
Gradient Investments
Minnesota
$5.04K +$5.04K +307 New
FFL
87
Financial Freedom LLC
Ohio
$4.23K +$4.23K +258 New
AIP
88
Ahrens Investment Partners
Louisiana
$3.28K +$3.28K +200 New
HI
89
Harbour Investments
Wisconsin
$2.05K – – –
AssetMark Inc
90
AssetMark Inc
California
$722 – – –
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$504 -$23 -1,431 -4%
BCI
92
Brinker Capital Investments
Pennsylvania
– -$1.01M -61,313 Closed
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
– -$215K -12,647 Closed
MCC
94
Money Concepts Capital
Florida
– -$194K -11,702 Closed
AWM
95
Accurate Wealth Management
Florida
– -$28.1K -1,700 Closed
WOSD
96
WFA of San Diego
California
– -$21.3K -1,287 Closed
AF
97
Affiance Financial
Minnesota
– -$18.2K -1,100 Closed
BTI
98
Blue Trust Inc
Georgia
– -$12K -763 Closed
TWA
99
TCI Wealth Advisors
Arizona
– -$8.28K -500 Closed
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