Eaton Vance Enhance Equity Income Fund II
87 hedge funds and large institutions have $116M invested in Eaton Vance Enhance Equity Income Fund II in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.
0.67% less ownership
Funds ownership: 15.42% → 14.75% (-0.67%)
2% less funds holding
Funds holding: 89 → 87 (-2)
9% less capital invested
Capital invested by funds: $128M → $116M (-$11.8M)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$1.89M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$953K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$458K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.16M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.44M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$634K |
| 4 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$442K |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$334K |
EOS Hedge Fund Activity: Q3 2022 in Review
87 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q3 2022, worth a combined $116M — down 9.2% from $128M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EOS and 5 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 25 added.
The largest buyer was Larson Financial Group, adding an estimated $1.89M. The largest seller was Bank of America, cutting an estimated $7.16M.
- 87 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q3 2022, down from 89 in Q2 2022.
- Funds reported $116M of Eaton Vance Enhance Equity Income Fund II stock for Q3 2022, down 9.2% quarter-over-quarter.
- 5 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q3 2022 and 7 closed out, a net change of -2 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q3 2022 was Larson Financial Group, an estimated $1.89M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q3 2022 was Bank of America, an estimated $7.16M sold.
Based on aggregated 13F filings for Q3 2022.