Eaton Vance Enhance Equity Income Fund II
101 hedge funds and large institutions have $212M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 9 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
33% more capital invested
Capital invested by funds: $159M → $212M (+$52.7M)
9% more funds holding
Funds holding: 93 → 101 (+8)
3.99% more ownership
Funds ownership: 18.07% → 22.06% (+4%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| $1.72K | -$14.2K | -805 | -90% |
|
102
AssetMark Inc
Concord,
California
| $824 | – | – | – |
|
|
WAM
103
Wolverine Asset Management
Chicago,
Illinois
| – | -$1.29M | -75,340 | Closed |
|
104
Mariner
Overland Park,
Kansas
| – | -$244K | -14,209 | Closed |
|
|
OCM
105
One Capital Management
Westlake Village,
California
| – | -$223K | -13,000 | Closed |
|
|
FHA
106
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$196K | -11,399 | Closed |
|
|
BAAM
107
Baker Avenue Asset Management
San Francisco,
California
| – | -$94.5K | -5,500 | Closed |
|
|
LAS
108
LWM Advisory Services
Plantation,
Florida
| – | -$23.8K | -1,385 | Closed |
|
|
FAM
109
Flaharty Asset Management
Clearwater,
Florida
| – | -$6.87K | -400 | Closed |
|
|
CAL
110
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$3K | -180 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | -$17 | -1 | Closed |
|
EOS Hedge Fund Activity: Q4 2023 in Review
101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2023, worth a combined $212M — up 33% from $159M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EOS positions and 9 closed out — a net gain of 8 holders — while 41 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.29M sold.
- 101 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2023, up from 93 in Q3 2023.
- Funds reported $212M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2023, up 33% quarter-over-quarter.
- 17 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2023 and 9 closed out, a net change of +8 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2023 was Morgan Stanley, an estimated $20M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2023 was Wolverine Asset Management, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2023.