EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

106 hedge funds and large institutions have $265M invested in Eaton Vance Enhance Equity Income Fund II in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
40
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$52.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.01M
3
Cohen & Steers
Cohen & Steers
New York
$3.92M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.1M
5
AAM
Advisors Asset Management
Colorado
$5.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23.7M
2
Ameriprise
Ameriprise
Minnesota
$1.75M
3
SFS
Shaker Financial Services
Virginia
$661K
4
Bank of America
Bank of America
North Carolina
$30.1M
5
Invesco
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
76
Pinnacle Financial Partners
Tennessee
$156K – – –
WAM
77
Wolverine Asset Management
Illinois
$155K +$155K +7,668 New
GWSG
78
GPS Wealth Strategies Group
Colorado
$140K – – –
AF
79
Allworth Financial
California
$121K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$99.1K +$32.1K +1,590 +48%
CCMW
81
Cypress Capital Management (Wyoming)
Wyoming
$71.6K +$2.02K +100 +3%
FFWM
82
Future Financial Wealth Management
Ohio
$60.5K +$60.5K +3,000 New
BFPW
83
BOK Financial Private Wealth
Colorado
$50.4K – – –
BIG
84
Builder Investment Group
Georgia
$50K – – –
ACA
85
American Capital Advisory
Idaho
$44.7K – – –
CBT
86
CoreFirst Bank & Trust
Kansas
$36.3K -$10.1K -500 -22%
AA
87
AlphaMark Advisors
Kentucky
$35K – – –
MA
88
MCF Advisors
Kentucky
$28.8K – – –
CHC
89
City Holding Co
West Virginia
$25.4K – – –
MIM
90
Macroview Investment Management
Maryland
$25.2K +$19.2K +950 +317%
GWM
91
Geneos Wealth Management
Colorado
$24.6K – – –
AssetMark Inc
92
AssetMark Inc
California
$24.5K +$23.7K +1,173 +2,666%
CB
93
CNB Bank
Pennsylvania
$22.8K +$22.8K +1,130 New
HNB
94
Huntington National Bank
Ohio
$20.9K -$29.1K – –
FGA
95
Fortis Group Advisors
New Jersey
$20.2K -$20.2K -1,000 -50%
CAM
96
Creekmur Asset Management
Illinois
$14.1K +$323 +16 +2%
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K +$10.2K +506 New
CWC
98
Carolinas Wealth Consulting
North Carolina
$10.1K – – –
EWA
99
EverSource Wealth Advisors
Alabama
$9.88K +$9.88K +500 New
CA
100
CoreCap Advisors
Michigan
$9.49K +$9.49K +470 New
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4
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