EOS

Eaton Vance Enhance Equity Income Fund II
EOS

Overview Fund Activity

90 hedge funds and large institutions have $136M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$3.6M
2
SFS
2
Shaker Financial Services
Virginia
$2.39M
3
GC
3
Guggenheim Capital
Illinois
$9.2M
4
OFG
4
OTA Financial Group
New York
$861K
5
KIM
5
Karpus Investment Management
New York
$709K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.61M
4
AAM
4
Advisors Asset Management
Colorado
$930K
5
AAS
5
Ameritas Advisory Services
Nebraska
$450K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25.7M 1,567,864 +35,848 +2%
Morgan Stanley
2
Morgan Stanley
New York
$19.9M 1,215,944 -80,768 -6%
Wells Fargo
3
Wells Fargo
California
$13.4M 816,259 +17,776 +2%
GC
4
Guggenheim Capital
Illinois
$9.2M 560,932 +79,813 +17%
Invesco
5
Invesco
Georgia
$5.9M 359,761 +7,380 +2%
UBS Group
6
UBS Group
Switzerland
$5.02M 306,230 +1,986 +0.7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.81M 232,033 -274 -0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.61M 219,894 -45,987 -17%
WAM
9
Wolverine Asset Management
Illinois
$3.6M 219,675 +219,675 New
LPL Financial
10
LPL Financial
California
$3.39M 206,741 -7,922 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.24M 197,787 -4,902 -2%
CAN
12
Cetera Advisor Networks
California
$2.82M 172,078 +37,562 +28%
RJA
13
Raymond James & Associates
Florida
$2.54M 154,939 -3,184 -2%
SFS
14
Shaker Financial Services
Virginia
$2.39M 146,035 +146,035 New
Ameriprise
15
Ameriprise
Minnesota
$2.29M 139,452 +7,579 +6%
SS
16
Sunbelt Securities
Texas
$1.78M 110,831 +35,198 +47%
LFG
17
Larson Financial Group
Missouri
$1.6M 97,274 +352 +0.4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.4M 85,131 +3,102 +4%
SWP
19
Stratos Wealth Partners
Ohio
$1.29M 78,727 -300 -0.4%
RBFC
20
Roman Butler Fullerton & Co
Missouri
$1.19M 74,362 +462 +0.6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.03M 62,492 -4,707 -7%
Truist Financial
22
Truist Financial
North Carolina
$1.01M 61,489 -1,746 -3%
Stifel Financial
23
Stifel Financial
Missouri
$944K 57,558 -12,222 -18%
AAM
24
Advisors Asset Management
Colorado
$930K 56,693 -22,340 -28%
KAS
25
Kestra Advisory Services
Texas
$884K 53,928 +2,410 +5%
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