Eaton Vance Enhance Equity Income Fund II
93 hedge funds and large institutions have $159M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 6 closing their positions.
113% more capital inflows, than outflows
Capital inflows: $13.5M | Capital outflows: $6.32M
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
4% more funds holding
Funds holding: 89 → 93 (+4)
0.78% more ownership
Funds ownership: 17.29% → 18.07% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.84M |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$1.71M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.43M |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
+$1.39M |
| 5 |
Cohen & Steers
New York
|
+$951K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
-$2.82M |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
-$705K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$617K |
| 4 |
Atria Wealth Solutions
New York
|
-$477K |
| 5 |
Foundations Investment Advisors
Phoenix,
Arizona
|
-$434K |
EOS Hedge Fund Activity: Q3 2023 in Review
93 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q3 2023, worth a combined $159M — up 0.34% from $158M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EOS positions and 6 closed out — a net gain of 4 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $2.84M. The largest seller was Wolverine Asset Management, cutting an estimated $2.82M.
- 93 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q3 2023, up from 89 in Q2 2023.
- Funds reported $159M of Eaton Vance Enhance Equity Income Fund II stock for Q3 2023, up 0.34% quarter-over-quarter.
- 10 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q3 2023 and 6 closed out, a net change of +4 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q3 2023 was Cornerstone Advisors, an estimated $2.84M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q3 2023 was Wolverine Asset Management, an estimated $2.82M sold.
Based on aggregated 13F filings for Q3 2023.