EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

83 hedge funds and large institutions have $201M invested in Eaton Vance Enhance Equity Income Fund II in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
23
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cassia Capital Partners
North Carolina
$2.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$34M
3
LPL Financial
3
LPL Financial
California
$7.09M
4
CFGS
4
Concourse Financial Group Securities
Alabama
$2.43M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$787K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
OC
3
Oppenheimer & Co
New York
$826K
4
Bank of America
4
Bank of America
North Carolina
$58M
5
Citigroup
5
Citigroup
New York
$63K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58M 2,496,541 -37,479 -1%
Morgan Stanley
2
Morgan Stanley
New York
$34M 1,462,746 +104,664 +8%
Invesco
3
Invesco
Georgia
$14.8M 636,939 -6,548 -1%
Wells Fargo
4
Wells Fargo
California
$7.77M 334,632 +18,084 +6%
LPL Financial
5
LPL Financial
California
$7.09M 305,347 +101,342 +50%
NSLI
6
Nan Shan Life Insurance
Taiwan
$6.36M 274,075 – –
UBS Group
7
UBS Group
Switzerland
$6.13M 263,823 +24,641 +10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.64M 199,768 +1,180 +0.6%
GC
9
Guggenheim Capital
Illinois
$4.45M 191,550 +4,442 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.08M 175,807 +9,508 +6%
RJA
11
Raymond James & Associates
Florida
$3.94M 169,829 -7,925 -4%
CAN
12
Claraphi Advisory Network
United States
$3.39M 146,135 -3,370 -2%
Ameriprise
13
Ameriprise
Minnesota
$3.24M 139,694 -854 -0.6%
MWM
14
Midwest Wealth Management
Indiana
$2.55M 109,943 -690 -0.6%
CCP
15
Cassia Capital Partners
North Carolina
$2.55M 109,943 +109,943 New
CAN
16
Cetera Advisor Networks
California
$2.51M 108,283 +6,289 +6%
CFGS
17
Concourse Financial Group Securities
Alabama
$2.43M 104,517 +71,545 +217%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.42M 104,137 -1,868 -2%
SWP
19
Stratos Wealth Partners
Ohio
$1.94M 83,689 +440 +0.5%
AAM
20
Advisors Asset Management
Colorado
$1.79M 77,074 -2,557 -3%
D
21
Diversified
Delaware
$1.77M 76,306 -12,895 -14%
Truist Financial
22
Truist Financial
North Carolina
$1.53M 65,819 +294 +0.4%
SS
23
Sunbelt Securities
Texas
$1.5M 64,164 – –
Stifel Financial
24
Stifel Financial
Missouri
$1.33M 57,189 -2,077 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.32M 56,760 +4,048 +8%
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