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, Q4 2021
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Dec 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
- 74
- +6 vs. Q3 2021
- Shares held
- 7.27M
- +325.8K (+4.7%) vs. Q3 2021
- Total value
- $146.5M
- +$22.1M (+17.7%) vs. Q3 2021
- New holders
- 18
- 30 more added
- Sold out
- 12
- 9 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $178.3M |
| Q1 2026 | 85 | $181.1M |
| Q4 2025 | 89 | $183.9M |
| Q3 2025 | 84 | $178.6M |
| Q2 2025 | 79 | $173.9M |
| Q1 2025 | 83 | $156.6M |
| Q4 2024 | 84 | $170.0M |
| Q3 2024 | 82 | $163.3M |
| Q2 2024 | 80 | $170.2M |
| Q1 2024 | 81 | $154.7M |
| Q4 2023 | 77 | $140.6M |
| Q3 2023 | 74 | $131.1M |
| Q2 2023 | 76 | $134.9M |
| Q1 2023 | 76 | $113.5M |
| Q4 2022 | 79 | $114.0M |
| Q3 2022 | 68 | $105.0M |
| Q2 2022 | 70 | $114.7M |
| Q1 2022 | 72 | $135.8M |
| Q4 2021 | 74 | $146.5M |
| Q3 2021 | 69 | $126.1M |
| Q2 2021 | 68 | $131.9M |
| Q1 2021 | 71 | $118.0M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 85 | $1.71K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 150 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $6.00K | 0.00% | +300 | New |
| Atwood & Palmer Inc | 350 | $7.00K | 0.00% | +350 | New |
| PSI Advisors, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 502 | $10.0K | 0.00% | +502 | New |
| Retirement Planning Co of New England, Inc. | 611 | $12.0K | 0.01% | +611 | New |
| Capital Advisors, Ltd. LLC | 644 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 700 | $14.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 718 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 704 | $14.0K | 0.00% | +704 | New |
| Clearstead Advisors, LLC | 1,000 | $20.0K | 0.00% | +1,000 | New |
| Zullo Investment Group, Inc. | 1,000 | $20.0K | 0.01% | +1,000 | New |
| TSFG, LLC | 1,087 | $22.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,142 | $23.0K | 0.02% | +18+1.6% | Added |
| FourThought Financial, LLC | 1,400 | $28.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,143 | $43.0K | 0.03% | +2,143 | New |
| Proequities, Inc. | 2,250 | $45.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,388 | $48.0K | 0.02% | +2,388 | New |
| Addison Advisors LLC | 3,248 | $65.0K | 0.04% | +3,248 | New |
| Column Capital Advisors, LLC | 4,200 | $85.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,660 | $94.0K | 0.00% | +4,660 | New |
| American Portfolios Advisors | 6,168 | $124.3K | 0.00% | −1,000−14.0% | Reduced |
| Huntington National Bank | 7,501 | $151.0K | 0.00% | +7,501 | New |
| North Star Investment Management Corp. | 8,818 | $178.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 9,373 | $188.0K | 0.00% | +160+1.7% | Added |
| CWM, LLC | 9,790 | $197.0K | 0.00% | +9,790 | New |
| Meridian Wealth Advisors, LLC | 10,000 | $202.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,534 | $213.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,848 | $219.0K | 0.02% | +10,848 | New |
| Journey Strategic Wealth LLC | 10,975 | $221.0K | 0.02% | +10,975 | New |
| Commons Capital, LLC | 10,943 | $221.0K | 0.22% | +10,943 | New |
| Stockman Wealth Management, Inc. | 11,000 | $222.0K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,657 | $235.0K | 0.01% | +67+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,654 | $235.0K | 0.02% | +15+0.1% | Added |
| Claro Advisors LLC | 13,280 | $268.0K | 0.10% | +1,020+8.3% | Added |
| Rockefeller Capital Management L.P. | 16,232 | $327.0K | 0.00% | +50.0% | Added |
| Financial Advocates Investment Management | 18,054 | $364.0K | 0.03% | +3,947+28.0% | Added |
| Flagship Harbor Advisors, LLC | 18,229 | $367.0K | 0.03% | +1,386+8.2% | Added |
| Stratos Wealth Partners, LTD. | 19,653 | $396.0K | 0.01% | −16,279−45.3% | Reduced |
| National Asset Management, Inc. | 21,198 | $428.0K | 0.01% | −1,019−4.6% | Reduced |
| Asset Management Corp | 22,781 | $459.0K | 0.27% | +296+1.3% | Added |
| First Trust Advisors LP | 22,995 | $464.0K | 0.00% | +345+1.5% | Added |
| Guerra Pan Advisors, LLC | 23,239 | $468.0K | 0.46% | +23,239 | New |
| Cetera Advisor Networks LLC | 23,874 | $481.0K | 0.01% | +1,056+4.6% | Added |
| Relative Value Partners Group, LLC | 27,890 | $562.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29,354 | $592.0K | 0.00% | −9,661−24.8% | Reduced |
| Stifel Financial Corp | 29,850 | $602.0K | 0.00% | +3,320+12.5% | Added |
| Bank of Montreal | 31,828 | $643.0K | 0.00% | +4,713+17.4% | Added |
| Brick & Kyle, Associates | 33,573 | $677.0K | 0.32% | +8,918+36.2% | Added |
| Advisor Group Holdings, Inc. | 35,250 | $711.0K | 0.00% | −638−1.8% | Reduced |
| HighTower Advisors, LLC | 35,656 | $716.0K | 0.00% | +110+0.3% | Added |
| D.A. Davidson & Co. | 45,089 | $909.0K | 0.01% | −165−0.4% | Reduced |
| Eaton Vance Management | 53,384 | $1.08M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 89,189 | $1.80M | 0.03% | +15,793+21.5% | Added |
| Commonwealth Equity Services, LLC | 89,805 | $1.81M | 0.00% | +2,475+2.8% | Added |
| Ameritas Advisory Services, LLC | 96,721 | $1.95M | 0.07% | +96,721 | New |
| Cohen & Steers, Inc. | 140,017 | $2.82M | 0.00% | −79,472−36.2% | Reduced |
| Truist Financial Corp | 144,123 | $2.91M | 0.00% | −824−0.6% | Reduced |
| LPL Financial LLC | 145,513 | $2.93M | 0.00% | +2,399+1.7% | Added |
| Roman Butler Fullerton & Co | 149,139 | $3.01M | 1.33% | +965+0.7% | Added |
| Royal Bank of Canada | 162,481 | $3.27M | 0.00% | +1,239+0.8% | Added |
| Advisors Asset Management, Inc. | 165,963 | $3.35M | 0.05% | +34,978+26.7% | Added |
| UBS Group AG | 189,734 | $3.83M | 0.00% | +18,388+10.7% | Added |
| Wells Fargo & Company | 276,191 | $5.57M | 0.00% | +20,814+8.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 362,738 | $7.31M | 0.01% | +4,080+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 421,764 | $8.50M | 0.04% | +14,704+3.6% | Added |
| Invesco Ltd. | 539,487 | $10.9M | 0.00% | +26,131+5.1% | Added |
| Bank of America Corp | 574,794 | $11.6M | 0.00% | −22,165−3.7% | Reduced |
| Guggenheim Capital LLC | 585,104 | $11.8M | 0.06% | +87,410+17.6% | Added |
| Morgan Stanley | 641,079 | $12.9M | 0.00% | +46,990+7.9% | Added |
| Ameriprise Financial Inc | 665,039 | $13.4M | 0.00% | +4,788+0.7% | Added |
| Raymond James & Associates | 1,144,988 | $23.1M | 0.02% | +46,867+4.3% | Added |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −31,849−100.0% | Sold out |
| Capital Advisors Wealth Management, LLC | 0 | $0 | 0.00% | −16,060−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,157−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −5,376−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,099−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |