Eaton Vance Enhance Equity Income Fund II
60 hedge funds and large institutions have $101M invested in Eaton Vance Enhance Equity Income Fund II in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 59 → 60 (+1)
2% more capital invested
Capital invested by funds: $99.3M → $101M (+$1.75M)
0% more ownership
Funds ownership: 13.93% → 13.94% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.78M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$929K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$776K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$719K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.18M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.75M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$577K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$323K |
EOS Hedge Fund Activity: Q4 2017 in Review
60 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2017, worth a combined $101M — up 1.8% from $99.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EOS positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.78M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.
- 60 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2017, up from 59 in Q3 2017.
- Funds reported $101M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2017, up 1.8% quarter-over-quarter.
- 8 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2017 and 7 closed out, a net change of +1 holder.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2017 was Guggenheim Capital, an estimated $1.78M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2017 was Morgan Stanley, an estimated $2.18M sold.
Based on aggregated 13F filings for Q4 2017.