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EOS

Eaton Vance Enhance Equity Income Fund II

59 hedge funds and large institutions have $99.3M invested in Eaton Vance Enhance Equity Income Fund II in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

6% more capital invested

Capital invested by funds: $93.8M → $99.3M (+$5.52M)

0.38% more ownership

Funds ownership: 13.55%13.93% (+0.38%)

3% less funds holding

Funds holding: 6159 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.7M +$1.42M +94,863 +4%
Morgan Stanley
2
Morgan Stanley
New York
$16.2M +$132K +8,808 +0.8%
GC
3
Guggenheim Capital
Illinois
$9.64M +$809K +54,106 +9%
Invesco
4
Invesco
Georgia
$9.24M -$153K -10,221 -2%
AAM
5
Advisors Asset Management
Colorado
$5.86M -$771K -51,529 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.14M +$1.8M +120,482 +135%
RJA
7
Raymond James & Associates
Florida
$2.5M +$1.71M +114,076 +216%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.61M -$51K -3,412 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.41M +$43.3K +2,897 +3%
SWP
10
Stratos Wealth Partners
Ohio
$1.28M +$166K +11,125 +15%
UBS Group
11
UBS Group
Switzerland
$1.16M -$934K -62,476 -45%
Wells Fargo
12
Wells Fargo
California
$1.03M +$37.3K +2,491 +4%
Stifel Financial
13
Stifel Financial
Missouri
$747K -$29.4K -1,969 -4%
CCM
14
Coldstream Capital Management
Washington
$740K -$155K -10,364 -17%
CAN
15
Cetera Advisor Networks
California
$529K -$68.8K -4,600 -11%
RA
16
RMR Advisors
Massachusetts
$526K
LPL Financial
17
LPL Financial
California
$518K -$272K -18,216 -34%
EVM
18
Eaton Vance Management
Massachusetts
$516K +$30.1K +2,016 +6%
AIA
19
Allegis Investment Advisors
Idaho
$509K +$47.5K +3,176 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$502K +$342K +22,840 +213%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$484K +$75K +5,014 +18%
ACM
22
Aviance Capital Management
Florida
$478K -$11.8K -786 -2%
SB
23
Suntrust Banks
Georgia
$472K +$54.3K +3,630 +13%
Ameriprise
24
Ameriprise
Minnesota
$420K +$230K +15,392 +122%
MML Investors Services
25
MML Investors Services
Massachusetts
$417K +$114K +7,638 +38%

EOS Hedge Fund Activity: Q3 2017 in Review

59 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q3 2017, worth a combined $99.3M — up 5.9% from $93.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EOS and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.8M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $1.3M sold.

  • 59 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q3 2017, down from 61 in Q2 2017.
  • Funds reported $99.3M of Eaton Vance Enhance Equity Income Fund II stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q3 2017 and 7 closed out, a net change of -2 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q3 2017 was Raymond James Financial Services Advisors, an estimated $1.8M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q3 2017 was Bank of Nova Scotia, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2017.