Eaton Vance Enhance Equity Income Fund II
89 hedge funds and large institutions have $158M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 10 closing their positions.
72% more capital inflows, than outflows
Capital inflows: $23.2M | Capital outflows: $13.5M
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1.08% more ownership
Funds ownership: 16.21% → 17.29% (+1.1%)
2% less funds holding
Funds holding: 91 → 89 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$7.49M |
| 2 |
Karpus Investment Management
Pittsford,
New York
|
+$5.05M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
+$2.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.96M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.25M |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
-$861K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$787K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$453K |
EOS Hedge Fund Activity: Q2 2023 in Review
89 of the 6,388 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q2 2023, worth a combined $158M — up 16% from $136M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EOS positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $7.49M. The largest seller was Wells Fargo, cutting an estimated $6.81M.
- 89 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q2 2023, down from 91 in Q1 2023.
- Funds reported $158M of Eaton Vance Enhance Equity Income Fund II stock for Q2 2023, up 16% quarter-over-quarter.
- 11 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q2 2023 and 10 closed out, a net change of +1 holder.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q2 2023 was Cornerstone Advisors, an estimated $7.49M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q2 2023 was Wells Fargo, an estimated $6.81M sold.
Based on aggregated 13F filings for Q2 2023.