Eaton Vance Enhance Equity Income Fund II
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$2.81M |
| 2 |
Morgan Stanley
New York
|
+$1.86M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.69M |
| 4 |
LPL Financial
San Diego,
California
|
+$990K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$30.1M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$8.59M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$4.38M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.3M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.11M |
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.