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, Q2 2022
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 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
- 70
- −2 vs. Q1 2022
- Shares held
- 7.76M
- +373.3K (+5.1%) vs. Q1 2022
- Total value
- $114.7M
- −$21.2M (−15.6%) vs. Q1 2022
- New holders
- 6
- 29 more added
- Sold out
- 8
- 10 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 947,521 | $14.0M | 0.01% | −185,646−16.4% | Reduced |
| Ameriprise Financial Inc | 895,474 | $13.2M | 0.00% | +124,848+16.2% | Added |
| Guggenheim Capital LLC | 687,309 | $10.1M | 0.08% | +28,281+4.3% | Added |
| Morgan Stanley | 606,758 | $8.96M | 0.00% | +12,981+2.2% | Added |
| Fort Pitt Capital Group, LLC | 557,636 | $8.23M | 0.36% | +40,439+7.8% | Added |
| Bank of America Corp | 514,630 | $7.60M | 0.00% | −13,902−2.6% | Reduced |
| Invesco Ltd. | 465,626 | $6.87M | 0.00% | +30,883+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 433,430 | $6.40M | 0.03% | +59,005+15.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 340,126 | $5.02M | 0.01% | +4,569+1.4% | Added |
| Wells Fargo & Company | 281,977 | $4.16M | 0.00% | +1,326+0.5% | Added |
| Royal Bank of Canada | 203,471 | $3.00M | 0.00% | +39,871+24.4% | Added |
| UBS Group AG | 201,308 | $2.97M | 0.00% | −5,205−2.5% | Reduced |
| Truist Financial Corp | 156,597 | $2.31M | 0.00% | +8,332+5.6% | Added |
| Roman Butler Fullerton & Co | 140,676 | $2.15M | 1.19% | +2,273+1.6% | Added |
| Advisors Asset Management, Inc. | 130,946 | $1.93M | 0.04% | +130,946 | New |
| Steward Partners Investment Advisory, LLC | 104,980 | $1.55M | 0.03% | +1,817+1.8% | Added |
| Ameritas Advisory Services, LLC | 93,648 | $1.38M | 0.08% | −4,487−4.6% | Reduced |
| LPL Financial LLC | 84,692 | $1.25M | 0.00% | −12,356−12.7% | Reduced |
| Shaker Financial Services, LLC | 81,948 | $1.21M | 0.59% | +81,948 | New |
| Commonwealth Equity Services, LLC | 61,585 | $909.0K | 0.00% | −28,404−31.6% | Reduced |
| Eaton Vance Management | 53,384 | $788.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 47,170 | $698.0K | 0.00% | +5,038+12.0% | Added |
| D.A. Davidson & Co. | 44,319 | $654.0K | 0.01% | −317−0.7% | Reduced |
| Wolverine Asset Management LLC | 37,125 | $547.0K | 0.01% | +37,125 | New |
| Asset Management Corp | 37,003 | $546.0K | 0.41% | +13,919+60.3% | Added |
| HighTower Advisors, LLC | 35,518 | $524.0K | 0.00% | −358−1.0% | Reduced |
| Brick & Kyle, Associates | 35,449 | $520.0K | 0.29% | +420+1.2% | Added |
| Financial Advocates Investment Management | 33,626 | $496.0K | 0.04% | +4,966+17.3% | Added |
| Relative Value Partners Group, LLC | 29,890 | $496.0K | 0.04% | +2,000+7.2% | Added |
| Stifel Financial Corp | 29,472 | $435.0K | 0.00% | +2,128+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 29,354 | $433.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 27,465 | $405.0K | 0.01% | +3,962+16.9% | Added |
| Ameritas Investment Partners, Inc. | 27,334 | $403.0K | 0.02% | +11,968+77.9% | Added |
| Guerra Pan Advisors, LLC | 23,239 | $379.0K | 0.47% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,224 | $342.0K | 0.00% | +4,288+22.6% | Added |
| National Asset Management, Inc. | 22,912 | $339.0K | 0.01% | +1,762+8.3% | Added |
| First Trust Advisors LP | 21,233 | $313.0K | 0.00% | −571−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,653 | $290.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 18,012 | $266.0K | 0.03% | −218−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,043 | $252.0K | 0.00% | +3,337+24.3% | Added |
| Kestra Advisory Services, LLC | 16,294 | $241.0K | 0.00% | +16,294 | New |
| Fiduciary Trust Co | 15,000 | $221.0K | 0.00% | +15,000 | New |
| Moors & Cabot, Inc. | 13,375 | $197.0K | 0.01% | +844+6.7% | Added |
| Claro Advisors LLC | 13,280 | $196.0K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,689 | $173.0K | 0.02% | +15+0.1% | Added |
| Commons Capital, LLC | 11,661 | $172.0K | 0.26% | +669+6.1% | Added |
| Journey Strategic Wealth LLC | 11,350 | $168.0K | 0.02% | +375+3.4% | Added |
| Meridian Wealth Advisors, LLC | 10,000 | $148.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 9,790 | $145.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,718 | $129.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 7,501 | $111.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,168 | $91.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,200 | $62.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,248 | $48.0K | 0.03% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,143 | $32.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,178 | $17.0K | 0.02% | +15+1.3% | Added |
| TSFG, LLC | 1,087 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 718 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 700 | $10.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 492 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 522 | $7.00K | 0.00% | +11+2.2% | Added |
| PSI Advisors, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.25K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −24,633−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −9,373−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −8,563−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |