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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
GWM
101
Geneos Wealth Management
Colorado
$29.2K – – –
CB
102
CNB Bank
Pennsylvania
$27.1K – – –
CAL
103
Capital Analysts LLC
Pennsylvania
$26K +$25.3K +1,100 New
FGA
104
Fortis Group Advisors
New Jersey
$23.9K – – –
CHC
105
City Holding Co
West Virginia
$23K – – –
PWA
106
Physician Wealth Advisors
Utah
$19.6K +$18.9K +820 New
CAM
107
Creekmur Asset Management
Illinois
$17.6K +$276 +12 +2%
EB
108
Eastern Bank
Massachusetts
$14.4K +$13.8K +600 New
OP
109
ORG Partners
Indiana
$12K +$11.5K +500 New
HNB
110
Huntington National Bank
Ohio
$11.1K – – –
PSB
111
Piscataqua Savings Bank
New Hampshire
$9.82K – – –
T
112
Transce3nd
Texas
$9.32K +$8.95K +389 New
RA
113
Ransom Advisory
Rhode Island
$7.18K – – –
FFL
114
Financial Freedom LLC
Ohio
$6.18K – – –
JP Morgan Chase
115
JP Morgan Chase
New York
$5.01K – – –
FFA
116
Farther Finance Advisors
California
$3.98K – – –
PMFA
117
Plante Moran Financial Advisors
Michigan
$3.95K +$3.79K +165 New
HI
118
Harbour Investments
Wisconsin
$2.99K – – –
MCM
119
MAI Capital Management
Ohio
$2.4K +$2.3K +100 New
AssetMark Inc
120
AssetMark Inc
California
$1.05K – – –
NS
121
NBC Securities
Alabama
$584 -$566K -24,621 -100%
KIG
122
Kessler Investment Group
Indiana
$354 – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$24 +$23 +1 New
CA
124
Cornerstone Advisors
North Carolina
– -$4.38M -201,874 Closed
SWP
125
Stratos Wealth Partners
Ohio
– -$1.04M -48,141 Closed
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.