EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

121 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.

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% 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
1
Concurrent Investment Advisors
Florida
$4.62M
2
Morgan Stanley
2
Morgan Stanley
New York
$31M
3
GC
3
Guggenheim Capital
Illinois
$21.2M
4
LPL Financial
4
LPL Financial
California
$9.14M
5
Wells Fargo
5
Wells Fargo
California
$14.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$532K
2
KIM
2
Karpus Investment Management
New York
$2.24M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
1CP
4
1607 Capital Partners
Virginia
$680K
5
SFS
5
Shaker Financial Services
Virginia
$280K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$29.2K – – –
CB
102
CNB Bank
Pennsylvania
$27.1K – – –
CAL
103
Capital Analysts LLC
Pennsylvania
$26K +$26K +1,100 New
FGA
104
Fortis Group Advisors
New Jersey
$24K – – –
CHC
105
City Holding Co
West Virginia
$23K – – –
PWA
106
Physician Wealth Advisors
Utah
$19.6K +$19.6K +820 New
CAM
107
Creekmur Asset Management
Illinois
$17.6K +$287 +12 +2%
EB
108
Eastern Bank
Massachusetts
$14.4K +$14.4K +600 New
OP
109
ORG Partners
Indiana
$12K +$12K +500 New
HNB
110
Huntington National Bank
Ohio
$11.1K -$10K – –
PSB
111
Piscataqua Savings Bank
New Hampshire
$9.82K – – –
T
112
Transce3nd
Texas
$9.32K +$9.32K +389 New
FFL
113
Financial Freedom LLC
Ohio
$6.18K – – –
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$5.01K – – –
FFA
115
Farther Finance Advisors
California
$3.98K – – –
PMFA
116
Plante Moran Financial Advisors
Michigan
$3.95K +$3.95K +165 New
HI
117
Harbour Investments
Wisconsin
$2.99K – – –
MCM
118
MAI Capital Management
Ohio
$2.4K +$2.4K +100 New
AssetMark Inc
119
AssetMark Inc
California
$1.05K – – –
NS
120
NBC Securities
Alabama
$584 -$599K -24,621 -100%
KIG
121
Kessler Investment Group
Indiana
$354 – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$24 +$24 +1 New
CA
123
Cornerstone Advisors
North Carolina
– -$4.38M -201,874 Closed
SWP
124
Stratos Wealth Partners
Ohio
– -$1.04M -48,141 Closed
LCM
125
Landscape Capital Management
New Jersey
– -$219K -10,082 Closed
2 3 4
5
6