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 2022
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Mar 31, 2022. 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
- 72
- −2 vs. Q4 2021
- Shares held
- 7.39M
- +118.7K (+1.6%) vs. Q4 2021
- Total value
- $135.8M
- −$10.6M (−7.3%) vs. Q4 2021
- New holders
- 7
- 23 more added
- Sold out
- 9
- 15 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 1,133,167 | $20.9M | 0.02% | −11,821−1.0% | Reduced |
| Ameriprise Financial Inc | 770,626 | $14.2M | 0.00% | +105,587+15.9% | Added |
| Guggenheim Capital LLC | 659,028 | $12.1M | 0.07% | +73,924+12.6% | Added |
| Morgan Stanley | 593,777 | $10.9M | 0.00% | −47,302−7.4% | Reduced |
| Bank of America Corp | 528,532 | $9.73M | 0.00% | −46,262−8.0% | Reduced |
| Fort Pitt Capital Group, LLC | 517,197 | $9.52M | 0.35% | +517,197 | New |
| Invesco Ltd. | 434,743 | $8.00M | 0.00% | −104,744−19.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 374,425 | $6.89M | 0.03% | −47,339−11.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 335,557 | $6.18M | 0.01% | −27,181−7.5% | Reduced |
| Wells Fargo & Company | 280,651 | $5.17M | 0.00% | +4,460+1.6% | Added |
| UBS Group AG | 206,513 | $3.80M | 0.00% | +16,779+8.8% | Added |
| Royal Bank of Canada | 163,600 | $3.01M | 0.00% | +1,119+0.7% | Added |
| Truist Financial Corp | 148,265 | $2.73M | 0.00% | +4,142+2.9% | Added |
| Roman Butler Fullerton & Co | 138,403 | $2.55M | 1.20% | −10,736−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 103,163 | $1.90M | 0.03% | +13,974+15.7% | Added |
| Ameritas Advisory Services, LLC | 98,135 | $1.81M | 0.07% | +1,414+1.5% | Added |
| LPL Financial LLC | 97,048 | $1.79M | 0.00% | −48,465−33.3% | Reduced |
| Commonwealth Equity Services, LLC | 89,989 | $1.66M | 0.00% | +184+0.2% | Added |
| Eaton Vance Management | 53,384 | $983.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 44,636 | $822.0K | 0.01% | −453−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 42,132 | $683.0K | 0.00% | +6,882+19.5% | Added |
| HighTower Advisors, LLC | 35,876 | $662.0K | 0.00% | +220+0.6% | Added |
| Brick & Kyle, Associates | 35,029 | $645.0K | 0.31% | +1,456+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 29,354 | $540.0K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 28,660 | $528.0K | 0.03% | +10,606+58.7% | Added |
| Relative Value Partners Group, LLC | 27,890 | $513.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,344 | $503.0K | 0.00% | −2,506−8.4% | Reduced |
| OTA Financial Group L.P. | 24,633 | $453.0K | 0.29% | +24,633 | New |
| Cetera Advisor Networks LLC | 23,503 | $433.0K | 0.01% | −371−1.6% | Reduced |
| Asset Management Corp | 23,084 | $425.0K | 0.26% | +303+1.3% | Added |
| First Trust Advisors LP | 21,804 | $401.0K | 0.00% | −1,191−5.2% | Reduced |
| National Asset Management, Inc. | 21,150 | $390.0K | 0.01% | −48−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 23,239 | $379.0K | 0.46% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,653 | $362.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,936 | $348.0K | 0.00% | +2,704+16.7% | Added |
| Flagship Harbor Advisors, LLC | 18,230 | $336.0K | 0.03% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 15,366 | $282.0K | 0.01% | +14,662+2,082.7% | Added |
| Claro Advisors LLC | 13,280 | $268.0K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,706 | $252.0K | 0.00% | +3,172+30.1% | Added |
| Moors & Cabot, Inc. | 12,531 | $231.0K | 0.01% | +874+7.5% | Added |
| HRT Financial LP | 11,867 | $218.0K | 0.00% | +11,867 | New |
| Sheaff Brock Investment Advisors, LLC | 11,674 | $215.0K | 0.02% | +20+0.2% | Added |
| Stockman Wealth Management, Inc. | 11,000 | $203.0K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,975 | $202.0K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 10,992 | $202.0K | 0.22% | +49+0.4% | Added |
| Meridian Wealth Advisors, LLC | 10,000 | $184.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 9,790 | $180.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 9,373 | $172.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,718 | $160.0K | 0.01% | −100−1.1% | Reduced |
| Money Concepts Capital Corp | 8,563 | $158.0K | 0.01% | +8,563 | New |
| Huntington National Bank | 7,501 | $138.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,168 | $113.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,200 | $77.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,248 | $60.0K | 0.03% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,143 | $39.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,163 | $21.0K | 0.03% | +21+1.8% | Added |
| TSFG, LLC | 1,087 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 900 | $16.6K | 0.01% | +900 | New |
| Geneos Wealth Management Inc. | 718 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 700 | $13.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 492 | $9.00K | 0.00% | −152−23.6% | Reduced |
| Ellis Investment Partners, LLC | 511 | $9.00K | 0.00% | +9+1.8% | Added |
| PSI Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 375 | $7.00K | 0.00% | +375 | New |
| Atwood & Palmer Inc | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 150 | $2.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $2.00K | 0.00% | +142 | New |
| Glen Eagle Advisors, LLC | 85 | $1.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −165,963−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −140,017−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −31,828−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −300−100.0% | Sold out |