Eaton Vance Enhance Equity Income Fund II
86 hedge funds and large institutions have $129M invested in Eaton Vance Enhance Equity Income Fund II in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
10% more capital invested
Capital invested by funds: $116M → $129M (+$12.2M)
0.54% more ownership
Funds ownership: 14.75% → 15.3% (+0.54%)
1% less funds holding
Funds holding: 87 → 86 (-1)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.01M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.13M |
| 3 |
Morgan Stanley
New York
|
+$600K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$457K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.4M |
| 2 |
Cohen & Steers
New York
|
-$818K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$706K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$650K |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$624K |
EOS Hedge Fund Activity: Q4 2022 in Review
86 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2022, worth a combined $129M — up 10% from $116M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EOS positions and 13 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.01M. The largest seller was Bank of America, cutting an estimated $3.4M.
- 86 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2022, down from 87 in Q3 2022.
- Funds reported $129M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2022, up 10% quarter-over-quarter.
- 15 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2022 and 13 closed out, a net change of +2 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2022 was Wells Fargo, an estimated $7.01M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2022 was Bank of America, an estimated $3.4M sold.
Based on aggregated 13F filings for Q4 2022.