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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 2023

Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Mar 31, 2023. 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
76
−3 vs. Q4 2022
Shares held
7.45M
−171.7K (−2.3%) vs. Q4 2022
Total value
$113.5M
−$489.3K (−0.4%) vs. Q4 2022
New holders
11
22 more added
Sold out
14
21 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 76 institutions
Q1 2021: 71 institutionsQ2 2021: 68 institutionsQ3 2021: 69 institutionsQ4 2021: 74 institutionsQ1 2022: 72 institutionsQ2 2022: 70 institutionsQ3 2022: 68 institutionsQ4 2022: 79 institutionsQ1 2023: 76 institutionsQ2 2023: 76 institutionsQ3 2023: 74 institutionsQ4 2023: 77 institutionsQ1 2024: 81 institutionsQ2 2024: 80 institutionsQ3 2024: 82 institutionsQ4 2024: 84 institutionsQ1 2025: 83 institutionsQ2 2025: 79 institutionsQ3 2025: 84 institutionsQ4 2025: 89 institutionsQ1 2026: 85 institutionsQ2 2026: 91 institutions
Value heldQ1 2023: $113.5M
Q1 2021: $118.0MQ2 2021: $131.9MQ3 2021: $126.1MQ4 2021: $146.5MQ1 2022: $135.8MQ2 2022: $114.7MQ3 2022: $105.0MQ4 2022: $114.0MQ1 2023: $113.5MQ2 2023: $134.9MQ3 2023: $131.1MQ4 2023: $140.6MQ1 2024: $154.7MQ2 2024: $170.2MQ3 2024: $163.3MQ4 2024: $170.0MQ1 2025: $156.6MQ2 2025: $173.9MQ3 2025: $178.6MQ4 2025: $183.9MQ1 2026: $181.1MQ2 2026: $178.3M
Institutions holding EOI and their total value by quarter
QuarterHoldersValue
Q2 202691$178.3M
Q1 202685$181.1M
Q4 202589$183.9M
Q3 202584$178.6M
Q2 202579$173.9M
Q1 202583$156.6M
Q4 202484$170.0M
Q3 202482$163.3M
Q2 202480$170.2M
Q1 202481$154.7M
Q4 202377$140.6M
Q3 202374$131.1M
Q2 202376$134.9M
Q1 202376$113.5M
Q4 202279$114.0M
Q3 202268$105.0M
Q2 202270$114.7M
Q1 202272$135.8M
Q4 202174$146.5M
Q3 202169$126.1M
Q2 202168$131.9M
Q1 202171$118.0M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q4 2022.

Institutions holding EOI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$150.00%00.0%Unchanged
EverSource Wealth Advisors, LLC10$1540.00%+10New
Glen Eagle Advisors, LLC85$1.29K0.00%00.0%Unchanged
Advisory Services Network, LLC406$6.18K0.00%+100+32.7%Added
Parkside Financial Bank & Trust485$7.38K0.00%+485New
PSI Advisors, LLC500$7.61K0.00%00.0%Unchanged
Harbour Investments, Inc.591$8.99K0.00%+591New
North Star Investment Management Corp.718$10.9K0.00%00.0%Unchanged
Barrett & Company, Inc.750$11.4K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.878$13.4K0.00%−67,528−98.7%Reduced
Benjamin F. Edwards & Company, Inc.969$15.0K0.00%+27+2.9%Added
Cary Street Partner Investment Advisory LLC999$15.2K0.00%00.0%Unchanged
Belpointe Asset Management LLC1,000$15.2K0.00%00.0%Unchanged
TSFG, LLC1,087$17.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC1,265$19.3K0.03%+27+2.2%Added
Wolverine Asset Management LLC1,369$20.8K0.00%+1,369New
Grey Fox Wealth Advisors, LLC1,615$24.6K0.01%00.0%Unchanged
Geneos Wealth Management Inc.1,736$26.4K0.00%00.0%Unchanged
Sunbelt Securities, Inc.1,768$26.8K0.00%+1,768New
Proequities, Inc.2,008$30.6K0.00%+2,008New
Colonial Trust Advisors2,029$30.9K0.00%+9+0.4%Added
Addison Advisors LLC3,248$49.4K0.03%00.0%Unchanged
Column Capital Advisors, LLC4,200$63.9K0.01%00.0%Unchanged
Hollencrest Capital Management4,800$73.1K0.01%00.0%Unchanged
GWM Advisors LLC5,452$83.0K0.00%+471+9.5%Added
Colonial Trust Co7,000$105.9K0.03%00.0%Unchanged
Register Financial Advisors LLC7,000$106.5K0.08%00.0%Unchanged
Larson Financial Group LLC9,208$140.2K0.02%−203−2.2%Reduced
CWM, LLC9,790$149.0K0.00%00.0%Unchanged
Capital Advisors Wealth Management, LLC10,431$158.8K0.04%+10,431New
Virtu Financial LLC10,563$161.0K0.02%−226−2.1%Reduced
Asset Management Corp10,947$166.6K0.13%−21,217−66.0%Reduced
Stockman Wealth Management, Inc.11,000$167.4K0.04%00.0%Unchanged
Commons Capital, LLC11,381$173.2K0.28%−439−3.7%Reduced
Journey Strategic Wealth LLC11,600$176.6K0.02%00.0%Unchanged
Raymond James Trust N.A.11,611$177.0K0.01%−2,500−17.7%Reduced
Elequin Capital LP12,251$186.5K0.13%+5,305+76.4%Added
Sheaff Brock Investment Advisors, LLC13,502$205.5K0.02%+43+0.3%Added
Flagship Harbor Advisors, LLC14,903$226.8K0.02%−3,319−18.2%Reduced
Stratos Wealth Partners, LTD.17,872$272.0K0.01%−192−1.1%Reduced
Atria Wealth Solutions, Inc.20,771$316.1K0.00%+20,771New
Ashton Thomas Private Wealth, LLC21,066$320.6K0.03%+21,066New
Guerra Pan Advisors, LLC23,239$353.7K0.44%00.0%Unchanged
National Asset Management, Inc.24,384$371.1K0.01%00.0%Unchanged
Cetera Advisor Networks LLC25,177$383.2K0.00%−1,720−6.4%Reduced
Relative Value Partners Group, LLC28,890$439.7K0.03%−1,000−3.3%Reduced
Northwestern Mutual Wealth Management Co29,354$446.8K0.00%00.0%Unchanged
Brick & Kyle, Associates31,800$484.0K0.28%−504−1.6%Reduced
Rockefeller Capital Management L.P.34,167$520.0K0.00%00.0%Unchanged
Stifel Financial Corp34,552$525.9K0.00%−965−2.7%Reduced
Shaker Financial Services, LLC37,040$563.7K0.25%+37,040New
HighTower Advisors, LLC38,160$580.0K0.00%+153+0.4%Added
The PNC Financial Services Group, Inc.41,606$633.2K0.00%+1,165+2.9%Added
Financial Advocates Investment Management43,345$659.7K0.05%+2,350+5.7%Added
Commonwealth Equity Services, LLC46,663$710.0K0.00%−6,881−12.9%Reduced
D.A. Davidson & Co.47,658$725.4K0.01%+613+1.3%Added
CI Private Wealth, LLC53,384$812.5K0.00%+53,384New
Advisor Group Holdings, Inc.54,290$826.7K0.00%−13,227−19.6%Reduced
LPL Financial LLC83,923$1.28M0.00%+2,670+3.3%Added
Ameritas Advisory Services, LLC88,146$1.34M0.07%−72,065−45.0%Reduced
Steward Partners Investment Advisory, LLC103,261$1.57M0.03%−13,050−11.2%Reduced
Advisors Asset Management, Inc.103,604$1.58M0.03%−65,541−38.7%Reduced
Truist Financial Corp161,601$2.46M0.00%+9,820+6.5%Added
Roman Butler Fullerton & Co161,880$2.48M1.23%+2,844+1.8%Added
UBS Group AG202,253$3.08M0.00%−11,605−5.4%Reduced
Royal Bank of Canada268,636$4.09M0.00%+6,556+2.5%Added
Wells Fargo & Company323,207$4.92M0.00%+8,138+2.6%Added
Raymond James Financial Services Advisors, Inc.336,223$5.12M0.01%+2,992+0.9%Added
Invesco Ltd.337,309$5.13M0.00%−51,134−13.2%Reduced
Cambridge Investment Research Advisors, Inc.424,888$6.47M0.03%+7,211+1.7%Added
Bank of America Corp481,965$7.34M0.00%+5,636+1.2%Added
Ameriprise Financial Inc519,370$7.90M0.00%−9,469−1.8%Reduced
Morgan Stanley539,533$8.21M0.00%+3,513+0.7%Added
Guggenheim Capital LLC702,171$10.7M0.09%−64,927−8.5%Reduced
Fort Pitt Capital Group, LLC835,796$12.7M0.49%+181,751+27.8%Added
Raymond James & Associates938,543$14.3M0.01%+32,490+3.6%Added
International Assets Investment Management, LLC0$00.00%−102,740−100.0%Sold out
Alpine Global Management, LLC0$00.00%−17,808−100.0%Sold out
First Trust Advisors LP0$00.00%−16,882−100.0%Sold out
Lido Advisors, LLC0$00.00%−13,512−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−12,525−100.0%Sold out
Money Concepts Capital Corp0$00.00%−10,178−100.0%Sold out
Bank of Montreal0$00.00%−8,752−100.0%Sold out
Affiance Financial, LLC0$00.00%−2,100−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−1,025−100.0%Sold out
Romano Brothers and Company0$00.00%−500−100.0%Sold out
Atwood & Palmer Inc0$00.00%−350−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−263−100.0%Sold out
IFP Advisors, Inc0$00.00%−142−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out