Eaton Vance Enhance Equity Income Fund II
60 hedge funds and large institutions have $115M invested in Eaton Vance Enhance Equity Income Fund II in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
15% more funds holding
Funds holding: 52 → 60 (+8)
6% more capital invested
Capital invested by funds: $108M → $115M (+$6.33M)
0.67% more ownership
Funds ownership: 15.99% → 16.66% (+0.67%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.92M |
| 2 |
Morgan Stanley
New York
|
+$2.64M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$697K |
Top Sellers
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.56M |
| 2 |
Cohen & Steers
New York
|
-$896K |
| 3 |
LPL Financial
San Diego,
California
|
-$726K |
| 4 |
SG Americas Securities
New York
|
-$499K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$255K |
EOS Hedge Fund Activity: Q4 2014 in Review
60 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2014, worth a combined $115M — up 5.8% from $108M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EOS positions and 5 closed out — a net gain of 9 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.92M. The largest seller was Guggenheim Capital, cutting an estimated $3.56M.
- 60 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2014, up from 52 in Q3 2014.
- Funds reported $115M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2014, up 5.8% quarter-over-quarter.
- 14 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2014 and 5 closed out, a net change of +9 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2014 was Advisors Asset Management, an estimated $2.92M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2014 was Guggenheim Capital, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2014.