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