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