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Eaton Vance Enhanced Equity Income Fund

EOI
Exchange
NYSE
SEC CIK
0001300391

In the last 90 days, Eaton Vance Enhanced Equity Income Fund insiders filed 1 open-market purchase and 0 sales; 91 institutions reported holding it in 13F filings for Q2 2026, worth $178.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
71
No complete 13F data for Q4 2020
Shares held
7.01M
No complete 13F data for Q4 2020
Total value
$118.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 71 institutions
Q1 2021: 71 institutionsQ2 2021: 68 institutionsQ3 2021: 69 institutionsQ4 2021: 74 institutionsQ1 2022: 72 institutionsQ2 2022: 70 institutionsQ3 2022: 68 institutionsQ4 2022: 79 institutionsQ1 2023: 76 institutionsQ2 2023: 76 institutionsQ3 2023: 74 institutionsQ4 2023: 77 institutionsQ1 2024: 81 institutionsQ2 2024: 80 institutionsQ3 2024: 82 institutionsQ4 2024: 84 institutionsQ1 2025: 83 institutionsQ2 2025: 79 institutionsQ3 2025: 84 institutionsQ4 2025: 89 institutionsQ1 2026: 85 institutionsQ2 2026: 91 institutions
Value heldQ1 2021: $118.0M
Q1 2021: $118.0MQ2 2021: $131.9MQ3 2021: $126.1MQ4 2021: $146.5MQ1 2022: $135.8MQ2 2022: $114.7MQ3 2022: $105.0MQ4 2022: $114.0MQ1 2023: $113.5MQ2 2023: $134.9MQ3 2023: $131.1MQ4 2023: $140.6MQ1 2024: $154.7MQ2 2024: $170.2MQ3 2024: $163.3MQ4 2024: $170.0MQ1 2025: $156.6MQ2 2025: $173.9MQ3 2025: $178.6MQ4 2025: $183.9MQ1 2026: $181.1MQ2 2026: $178.3M
Institutions holding EOI and their total value by quarter
QuarterHoldersValue
Q2 202691$178.3M
Q1 202685$181.1M
Q4 202589$183.9M
Q3 202584$178.6M
Q2 202579$173.9M
Q1 202583$156.6M
Q4 202484$170.0M
Q3 202482$163.3M
Q2 202480$170.2M
Q1 202481$154.7M
Q4 202377$140.6M
Q3 202374$131.1M
Q2 202376$134.9M
Q1 202376$113.5M
Q4 202279$114.0M
Q3 202268$105.0M
Q2 202270$114.7M
Q1 202272$135.8M
Q4 202174$146.5M
Q3 202169$126.1M
Q2 202168$131.9M
Q1 202171$118.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EOI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James & Associates875,995$14.7M0.01%––
Bank of America Corp694,958$11.7M0.00%––
Ameriprise Financial Inc627,334$10.4M0.00%––
Invesco Ltd.528,444$8.89M0.00%––
Morgan Stanley480,051$8.07M0.00%––
Guggenheim Capital LLC410,900$6.91M0.05%––
Cambridge Investment Research Advisors, Inc.380,288$6.40M0.03%––
Raymond James Financial Services Advisors, Inc.353,252$5.94M0.01%––
Cohen & Steers, Inc.260,015$4.37M0.01%––
Wells Fargo & Company241,423$4.06M0.00%––
LPL Financial LLC221,430$3.72M0.00%––
UBS Group AG162,476$2.73M0.00%––
Roman Butler Fullerton & Co148,854$2.64M1.32%––
Shaker Financial Services, LLC155,585$2.62M1.04%––
Royal Bank of Canada154,886$2.61M0.00%––
Truist Financial Corp140,328$2.36M0.00%––
Steward Partners Investment Advisory, LLC135,764$2.28M0.04%––
Karpus Management, Inc.123,973$2.08M0.06%––
Advisor Group Holdings, Inc.106,163$1.79M0.00%––
Advisors Asset Management, Inc.92,753$1.56M0.02%––
Commonwealth Equity Services, LLC90,511$1.52M0.00%––
D.A. Davidson & Co.41,748$702.0K0.01%––
Eaton Vance Management41,584$699.0K0.00%––
Bank of Montreal38,126$663.0K0.00%––
HighTower Advisors, LLC35,845$603.0K0.00%––
Stratos Wealth Partners, LTD.35,596$599.0K0.02%––
Northwestern Mutual Wealth Management Co34,370$578.0K0.00%––
Stifel Financial Corp32,900$553.0K0.00%––
Relative Value Partners Group, LLC27,890$469.0K0.04%––
Capital Advisors Wealth Management, LLC24,679$415.0K0.18%––
Asset Management Corp23,174$390.0K0.27%––
National Asset Management, Inc.21,456$361.0K0.01%––
First Trust Advisors LP21,270$358.0K0.00%––
Citadel Advisors LLC21,121$355.0K0.00%––
Brick & Kyle, Associates16,298$276.0K0.15%––
Flagship Harbor Advisors, LLC15,321$258.0K0.03%––
Centric Wealth Management14,875$250.0K0.07%––
Financial Advocates Investment Management14,507$244.0K0.02%––
Cetera Advisor Networks LLC13,350$225.0K0.00%––
Level Four Advisory Services, LLC13,141$221.0K0.02%––
Sheaff Brock Investment Advisors, LLC11,639$196.0K0.02%––
Stockman Wealth Management, Inc.11,000$185.0K0.05%––
CWM, LLC9,790$182.0K0.00%––
Wesbanco Bank Inc10,348$175.0K0.01%––
Meridian Wealth Advisors, LLC10,000$168.0K0.06%––
First Manhattan Co8,936$150.0K0.00%––
North Star Investment Management Corp.8,818$148.0K0.01%––
The PNC Financial Services Group, Inc.8,533$144.0K0.00%––
Citigroup Inc7,364$124.0K0.00%––
Ameritas Investment Company, LLC6,424$108.0K0.01%––
American Portfolios Advisors5,816$97.8K0.00%––
Harbour Investments, Inc.5,376$90.0K0.00%––
Column Capital Advisors, LLC4,200$71.0K0.02%––
Pacitti Group Inc.3,407$57.0K0.04%––
Pinnacle Bancorp, Inc.3,000$50.0K0.02%––
Proequities, Inc.2,250$38.0K0.00%––
Wolverine Asset Management LLC2,205$37.0K0.00%––
Rockefeller Capital Management L.P.2,175$36.0K0.00%––
Wealthcare Advisory Partners LLC2,002$34.0K0.00%––
Graves-Light Private Wealth Management, Inc.2,000$34.0K0.01%––
Benjamin F. Edwards & Company, Inc.1,746$29.0K0.00%––
Baldwin Brothers Inc1,500$25.0K0.00%––
FourThought Financial, LLC1,400$23.0K0.00%––
Sowell Financial Services LLC1,183$21.0K0.00%––
Certified Advisory Corp1,218$20.0K0.01%––
Johnson Midwest Financial, LLC1,089$18.0K0.02%––
TSFG, LLC1,087$18.0K0.01%––
Plante Moran Financial Advisors, LLC1,000$17.0K0.00%––
Newbridge Financial Services Group, Inc.1,000$17.0K0.01%––
Capital Advisors, Ltd. LLC644$11.0K0.00%––
Arkadios Wealth Advisors320$5.00K0.00%––