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Eaton Vance Enhanced Equity Income Fund II

EOS
Exchange
NYSE
SEC CIK
0001308335

In the last 90 days, Eaton Vance Enhanced Equity Income Fund II insiders filed 1 open-market purchase and 0 sales; 137 institutions reported holding it in 13F filings for Q2 2026, worth $259.6M in total; no superinvestor holds it.

Q2 2023 vs. Q1 2023

How the institutions holding Eaton Vance Enhanced Equity Income Fund II changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of EOS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders923890
Shares8.34M26.3K8.89M+581.3K (+7.0%)
Value$136.3M$432.1K$158.3M+$22.3M (+16.4%)

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (11)

Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to EOS in Q2 2023
InstitutionSharesValue% of portfolio
Cornerstone Advisors, LLC449,533$8.04M0.38%
1607 Capital Partners, LLC43,284$774.4K0.06%
Cohen & Steers, Inc.33,860$606.0K0.00%
Brookstone Capital Management24,929$444.5K0.01%
D.A. Davidson & Co.17,581$314.5K0.00%
Savant Capital, LLC16,661$298.1K0.00%
Envestnet Asset Management Inc10,726$191.9K0.00%
Baker Avenue Asset Management, LP5,500$98.4K0.00%
Impact Partnership Wealth, LLC731$13.1K0.00%
Capital Analysts, LLC176$3.00K0.00%
First Manhattan Co12$2320.00%

Sold out (11)

Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of EOS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
OTA Financial Group L.P.52,511$861.0K
Bluefin Capital Management, LLC–$488.8K
International Assets Investment Management, LLC27,701$453.1K
CWM, LLC18,750$308.0K
Hilltop Holdings Inc.16,912$277.4K
Walleye Capital LLC11,785$193.3K
Future Financial Wealth Managment LLC11,500$188.3K
Baird Financial Group, Inc.10,912$179.0K
Advisory Services Network, LLC325$5.33K
Gradient Investments LLC307$5.04K
Chesapeake Asset Management LLC120$1.97K

Not filed for Q2 2023 yet (3)

Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EOS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Domani Wealth, LLC15,500$254.2K
Asset Management Corp10,649$174.6K
Ahrens Investment Partners LLC200$3.28K