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.
Q1 2024 vs. Q4 2023
How the institutions holding Eaton Vance Enhanced Equity Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 77 | 1 | 81 | +5 |
| Shares | 8.49M | 202 | 8.48M | −6.81K (−0.1%) |
| Value | $140.6M | $3.36K | $154.7M | +$14.1M (+10.0%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | 159,614 | $2.91M | 0.12% |
| Cetera Investment Advisers | 50,260 | $916.2K | 0.00% |
| Jane Street Group, LLC | 27,215 | $496.1K | 0.00% |
| HRT Financial LP | 11,818 | $215.0K | 0.00% |
| Ieq Capital, LLC | 11,000 | $200.5K | 0.00% |
| Register Financial Advisors LLC | 7,000 | $127.6K | 0.07% |
| Smartleaf Asset Management LLC | 1,407 | $25.7K | 0.00% |
| Beacon Capital Management, LLC | 1,012 | $18.5K | 0.00% |
| LRI Investments, LLC | 604 | $11.0K | 0.00% |
| US Bancorp | 290 | $5.29K | 0.00% |
| Tower Research Capital LLC (TRC) | 234 | $4.27K | 0.00% |
Sold out (6)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Cetera Advisor Networks LLC | 32,238 | $534.5K |
| National Asset Management, Inc. | 24,082 | $399.3K |
| Flow State Investments, L.P. | 23,068 | $382.5K |
| Flagship Harbor Advisors, LLC | 11,997 | $198.9K |
| Planned Solutions, Inc. | 461 | $7.64K |
| Advisory Services Network, LLC | 406 | $6.73K |
Not filed for Q1 2024 yet (1)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Baystate Wealth Management LLC | 202 | $3.36K |