Eaton Vance Enhance Equity Income Fund II
110 hedge funds and large institutions have $226M invested in Eaton Vance Enhance Equity Income Fund II in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
4% more funds holding
Funds holding: 106 → 110 (+4)
2.74% less ownership
Funds ownership: 22.62% → 19.89% (-2.7%)
14% less capital invested
Capital invested by funds: $265M → $226M (-$38.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.33M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$888K |
| 3 |
LPL Financial
San Diego,
California
|
+$803K |
| 4 |
Morgan Stanley
New York
|
+$699K |
| 5 |
Cohen & Steers
New York
|
+$674K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$20.5M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$4.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.55M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$894K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$821K |
EOS Hedge Fund Activity: Q2 2024 in Review
110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q2 2024, worth a combined $226M — down 14% from $265M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EOS positions and 11 closed out — a net gain of 5 holders — while 37 added to existing stakes and 28 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.33M. The largest seller was Global Assets Advisory, cutting an estimated $20.5M.
- 110 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q2 2024, up from 106 in Q1 2024.
- Funds reported $226M of Eaton Vance Enhance Equity Income Fund II stock for Q2 2024, down 14% quarter-over-quarter.
- 16 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q2 2024 and 11 closed out, a net change of +5 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q2 2024 was Advisors Asset Management, an estimated $2.33M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q2 2024 was Global Assets Advisory, an estimated $20.5M sold.
Based on aggregated 13F filings for Q2 2024.