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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, Q2 2024

Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 2024. 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
80
−1 vs. Q1 2024
Shares held
8.46M
−18.0K (−0.2%) vs. Q1 2024
Total value
$170.2M
+$15.5M (+10.0%) vs. Q1 2024
New holders
9
28 more added
Sold out
10
22 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 80 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 heldQ2 2024: $170.2M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2024.

Institutions holding EOI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fort Pitt Capital Group, LLC836,669$16.3M0.49%−39,388−4.5%Reduced
Raymond James & Associates654,347$12.7M0.01%−48,227−6.9%Reduced
Morgan Stanley628,555$12.2M0.00%+48,324+8.3%Added
Guggenheim Capital LLC616,574$12.0M0.09%−38,475−5.9%Reduced
Raymond James Financial Services Advisors, Inc.558,573$10.9M0.02%−4,364−0.8%Reduced
Bank of America Corp536,536$10.4M0.00%−10,851−2.0%Reduced
Strategic Financial Concepts, LLC173,604$9.20M0.03%+173,604New
Cambridge Investment Research Advisors, Inc.455,571$8.85M0.03%+3,554+0.8%Added
Invesco Ltd.416,603$8.09M0.00%+38,516+10.2%Added
Wells Fargo & Company392,959$7.64M0.00%+12,737+3.3%Added
Ameriprise Financial Inc329,408$6.40M0.00%−227,943−40.9%Reduced
Allworth Financial LP265,017$5.01M0.03%−102,525−27.9%Reduced
Concurrent Investment Advisors, LLC242,015$4.70M0.16%+82,401+51.6%Added
UBS Group AG200,171$3.89M0.00%−11,387−5.4%Reduced
Roman Butler Fullerton & Co182,712$3.67M1.19%+6,114+3.5%Added
Truist Financial Corp173,145$3.36M0.01%−4,289−2.4%Reduced
Cornerstone Advisors, LLC138,208$2.69M0.11%−88,041−38.9%Reduced
LPL Financial LLC121,621$2.36M0.00%+16,005+15.2%Added
Royal Bank of Canada110,736$2.15M0.00%−10,289−8.5%Reduced
TPG Advisors LLC92,953$1.81M1.54%+92,953New
OxenFree Capital LLC80,700$1.57M1.37%+5,047+6.7%Added
Commonwealth Equity Services, LLC80,152$1.56M0.00%−2,098−2.6%Reduced
Ameritas Advisory Services, LLC78,531$1.53M0.06%−2,252−2.8%Reduced
Steward Partners Investment Advisory, LLC74,695$1.45M0.02%−538−0.7%Reduced
Shaker Financial Services, LLC73,314$1.42M0.58%+34,957+91.1%Added
Advisors Asset Management, Inc.58,277$1.13M0.02%−6,405−9.9%Reduced
Cetera Investment Advisers56,740$1.10M0.00%+6,480+12.9%Added
Advisor Group Holdings, Inc.55,391$1.08M0.00%−9,696−14.9%Reduced
HighTower Advisors, LLC53,442$1.04M0.00%+16,266+43.8%Added
CI Private Wealth, LLC50,197$975.3K0.00%00.0%Unchanged
D.A. Davidson & Co.46,401$901.6K0.01%+70.0%Added
Financial Advocates Investment Management46,359$900.8K0.06%00.0%Unchanged
Stifel Financial Corp43,279$840.9K0.00%+5,529+14.6%Added
International Assets Investment Management, LLC41,500$806.3K0.08%+41,500New
Rockefeller Capital Management L.P.39,312$763.9K0.00%−227−0.6%Reduced
Northwestern Mutual Wealth Management Co33,478$650.5K0.00%+574+1.7%Added
Brick & Kyle, Associates32,592$633.0K0.26%+143+0.4%Added
Guerra Pan Advisors, LLC31,682$615.6K0.52%+2,553+8.8%Added
Raymond James Trust N.A.30,832$599.1K0.01%+250+0.8%Added
National Asset Management, Inc.25,160$488.9K0.01%+25,160New
Sanctuary Advisors, LLC27,329$483.2K0.00%+27,329New
Ashton Thomas Private Wealth, LLC21,222$412.3K0.02%+101+0.5%Added
Atomi Financial Group, Inc.19,944$387.5K0.03%+19,944New
CIBC Private Wealth Group, LLC16,716$330.6K0.00%+1,651+11.0%Added
Landscape Capital Management, L.L.C.16,238$315.5K0.03%−25,374−61.0%Reduced
Atria Wealth Solutions, Inc.15,520$301.6K0.00%−2,294−12.9%Reduced
Warther Private Wealth, LLC13,700$266.2K0.10%+13,700New
WSFS Capital Management, LLC12,500$240.4K0.01%+11,195+857.9%Added
Stratos Wealth Partners, LTD.12,256$238.1K0.00%−1,547−11.2%Reduced
Sheaff Brock Investment Advisors, LLC12,116$235.4K0.02%−1,507−11.1%Reduced
Mariner, LLC11,797$229.2K0.00%+1,377+13.2%Added
Stratos Wealth Advisors, LLC11,597$225.3K0.01%+143+1.2%Added
Stockman Wealth Management, Inc.11,000$213.7K0.04%00.0%Unchanged
Ieq Capital, LLC11,000$213.7K0.00%00.0%Unchanged
Tradewinds, LLC.10,623$206.4K0.06%+10,623New
CWM, LLC9,790$190.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.8,726$169.5K0.00%+3,870+79.7%Added
Sunbelt Securities, Inc.7,938$154.2K0.02%+5,600+239.5%Added
Colonial Trust Co7,000$136.3K0.02%00.0%Unchanged
Register Financial Advisors LLC7,000$136.0K0.07%00.0%Unchanged
Larson Financial Group LLC5,489$106.7K0.01%00.0%Unchanged
GWM Advisors LLC5,424$105.4K0.00%00.0%Unchanged
Hollencrest Capital Management4,800$93.3K0.00%00.0%Unchanged
Addison Advisors LLC3,248$63.1K0.02%00.0%Unchanged
JPMorgan Chase & Co3,089$60.0K0.00%+3,089New
NBC Securities, Inc.2,554$49.0K0.00%+22+0.9%Added
Geneos Wealth Management Inc.2,336$45.4K0.00%00.0%Unchanged
Colonial Trust Advisors2,013$39.1K0.00%+9+0.4%Added
Proequities, Inc.2,008$39.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC2,000$38.9K0.02%00.0%Unchanged
Creative Financial Designs Inc1,852$36.0K0.00%00.0%Unchanged
Comerica Bank1,500$29.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,407$27.4K0.00%00.0%Unchanged
TSFG, LLC1,087$21.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,074$21.0K0.00%+23+2.2%Added
Barrett & Company, Inc.750$14.6K0.01%00.0%Unchanged
North Star Investment Management Corp.718$13.9K0.00%00.0%Unchanged
LRI Investments, LLC618$12.0K0.00%+14+2.3%Added
PSI Advisors, LLC500$9.71K0.00%00.0%Unchanged
Huntington National Bank1$190.00%−1,136−99.9%Reduced
Jane Street Group, LLC0$00.00%−27,215−100.0%Sold out
Relative Value Partners Group, LLC0$00.00%−28,890−100.0%Sold out
HRT Financial LP0$00.00%−11,818−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−10,661−100.0%Sold out
Capital Advisors Wealth Management, LLC0$00.00%−10,273−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−1,012−100.0%Sold out
US Bancorp0$00.00%−290−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−234−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−116−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−4−100.0%Sold out