SCHEDULE: Karpus Management Boosts Eagle Point Fund Preferred Stake

Karpus Management, Inc. reports a 19.72% beneficial ownership stake in Eagle Point Institutional Income Fund's Preferred shares.

Summary

• Karpus Management, Inc., an investment adviser, has reported beneficial ownership of 244,491.00 shares of Preferred stock in Eagle Point Institutional Income Fund.
• This ownership represents 19.72% of the class of securities.
• Karpus Management, Inc. holds sole voting power and sole dispositive power over all 244,491.00 shares.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
• The date of the event requiring this filing was September 30, 2025.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership and does not contain information that would inherently lead to a positive or negative sentiment regarding the issuer's performance or outlook.

Positives

• A significant institutional investor, Karpus Management, Inc., holds a substantial 19.72% stake in the Preferred shares of Eagle Point Institutional Income Fund, potentially signaling institutional confidence in this class of securities.

Future Outlook

NA

Industry Context

This filing is a routine disclosure by an institutional investment adviser, Karpus Management, Inc., indicating a significant passive stake in a publicly traded fund's preferred shares. Such disclosures are common in the investment management industry and provide transparency regarding large institutional holdings.

Stakeholder Impact

• Shareholders of Eagle Point Institutional Income Fund are informed that Karpus Management, Inc. holds a significant 19.72% stake in the company's Preferred shares, providing transparency regarding institutional ownership.

Key Dates

Keywords

Karpus Management, Eagle Point Institutional Income Fund, Preferred shares, beneficial ownership, Schedule 13G, investment adviser, institutional investor