Eaton Vance Enhance Equity Income Fund II
101 hedge funds and large institutions have $190M invested in Eaton Vance Enhance Equity Income Fund II in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 9 closing their positions.
429% more capital inflows, than outflows
Capital inflows: $19.6M | Capital outflows: $3.71M
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
9% more funds holding
Funds holding: 93 → 101 (+8)
1.74% more ownership
Funds ownership: 18.07% → 19.81% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.83M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.65M |
| 3 |
Karpus Investment Management
Pittsford,
New York
|
+$1.31M |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
+$1.26M |
| 5 |
Guggenheim Capital
Chicago,
Illinois
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
-$1.29M |
| 2 |
Morgan Stanley
New York
|
-$643K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$244K |
| 4 |
One Capital Management
Westlake Village,
California
|
-$223K |
| 5 |
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$196K |
EOS Hedge Fund Activity: Q4 2023 in Review
101 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2023, worth a combined $190M — up 20% from $159M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EOS positions and 9 closed out — a net gain of 8 holders — while 41 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $1.83M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.29M sold.
- 101 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2023, up from 93 in Q3 2023.
- Funds reported $190M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2023, up 20% quarter-over-quarter.
- 17 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2023 and 9 closed out, a net change of +8 holders.
- The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2023 was Bank of America, an estimated $1.83M added.
- The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2023 was Wolverine Asset Management, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2023.