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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

122 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.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $224M → $246M (+$21.5M)

9% more funds holding

Funds holding: 112 → 122 (+10)

2.67% less ownership

Funds ownership: 22.26% → 19.6% (-2.7%)

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% 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
Concurrent Investment Advisors
Florida
+$2.81M
2
Morgan Stanley
Morgan Stanley
New York
+$1.86M
3
GC
Guggenheim Capital
Illinois
+$1.69M
4
LPL Financial
LPL Financial
California
+$990K
5
Wells Fargo
Wells Fargo
California
+$871K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.1M
2
KIM
Karpus Investment Management
New York
-$8.59M
3
CA
Cornerstone Advisors
North Carolina
-$4.38M
4
1CP
1607 Capital Partners
Virginia
-$3.3M
5
SFS
Shaker Financial Services
Virginia
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$237K -$29.3K -1,272 -11%
HIG
77
Heritage Investment Group
Florida
$235K +$225K +9,800 New
AWS
78
Atria Wealth Solutions
New York
$229K +$230 +10 +0.1%
US Bancorp
79
US Bancorp
Minnesota
$223K – – –
Comerica Bank
80
Comerica Bank
Texas
$218K -$1.47K -64 -0.7%
TCA
81
Transcend Capital Advisors
New Jersey
$217K +$209K +9,078 New
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$201K +$193K +8,389 New
GWSG
83
GPS Wealth Strategies Group
Colorado
$167K – – –
AG
84
AmeriFlex Group
Nevada
$152K +$145K +6,300 New
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$147K – – –
TSMHT
86
Thurston Springer Miller Herd & Titak
Indiana
$125K +$120K +5,210 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$124K +$2.02K +88 +2%
CCMW
88
Cypress Capital Management (Wyoming)
Wyoming
$85K – – –
FFWM
89
Future Financial Wealth Management
Ohio
$71.8K – – –
WTA
90
Washington Trust Advisors
Massachusetts
$71K +$68.2K +2,965 New
ACA
91
American Capital Advisory
Idaho
$65.3K – – –
CPG
92
Cornerstone Planning Group
New Jersey
$60.8K -$10.5K -455 -15%
EWA
93
EverSource Wealth Advisors
Alabama
$52.7K – – –
KTC
94
Kentucky Trust Company
Kentucky
$43.1K +$41.4K +1,800 New
CBT
95
CoreFirst Bank & Trust
Kansas
$43.1K – – –
BFPW
96
BOK Financial Private Wealth
Colorado
$40.7K – – –
MAM
97
Marquette Asset Management
Minnesota
$35.9K – – –
BF
98
BOK Financial
Oklahoma
$34.6K – – –
MA
99
MCF Advisors
Kentucky
$34.2K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$32.4K +$8.1K +352 +35%
2 3
4
5 6

EOS Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2024, worth a combined $246M — up 9.6% from $224M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EOS positions and 10 closed out — a net gain of 13 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Concurrent Investment Advisors, adding an estimated $2.81M. The largest seller was International Assets Investment Management, cutting an estimated $30.1M.

  • 122 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $246M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2024 and 10 closed out, a net change of +13 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2024 was Concurrent Investment Advisors, an estimated $2.81M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2024 was International Assets Investment Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2024.