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, Q4 2024
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Dec 31, 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
- 84
- +6 vs. Q3 2024
- Shares held
- 8.18M
- +2.21M (+37.0%) vs. Q3 2024
- Total value
- $170.0M
- +$49.2M (+40.7%) vs. Q3 2024
- New holders
- 12
- 32 more added
- Sold out
- 6
- 17 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,307,077 | $27.1M | 0.01% | +1,307,077 | New |
| Kovitz Investment Group Partners, LLC | 836,494 | $17.4M | 0.09% | +807,521+2,787.2% | Added |
| Morgan Stanley | 759,482 | $15.8M | 0.00% | +101,008+15.3% | Added |
| Bank of America Corp | 580,316 | $12.1M | 0.00% | +27,746+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 496,026 | $10.3M | 0.03% | +40,136+8.8% | Added |
| Invesco Ltd. | 455,289 | $9.46M | 0.00% | −45,023−9.0% | Reduced |
| Guggenheim Capital LLC | 422,280 | $8.77M | 0.07% | −86,530−17.0% | Reduced |
| Wells Fargo & Company | 416,217 | $8.64M | 0.00% | +22,990+5.8% | Added |
| Royal Bank of Canada | 258,483 | $5.37M | 0.00% | +24,918+10.7% | Added |
| Concurrent Investment Advisors, LLC | 253,582 | $5.27M | 0.14% | +6,948+2.8% | Added |
| Ameriprise Financial Inc | 239,064 | $4.97M | 0.00% | +25,573+12.0% | Added |
| UBS Group AG | 201,189 | $4.18M | 0.00% | +2,651+1.3% | Added |
| Roman Butler Fullerton & Co | 190,268 | $4.01M | 1.27% | +3,657+2.0% | Added |
| Truist Financial Corp | 173,026 | $3.59M | 0.01% | −515−0.3% | Reduced |
| LPL Financial LLC | 125,960 | $2.62M | 0.00% | +2,719+2.2% | Added |
| Advisor Group Holdings, Inc. | 106,995 | $2.22M | 0.00% | +46,142+75.8% | Added |
| TPG Advisors LLC | 97,329 | $2.02M | 1.58% | +1,283+1.3% | Added |
| Allworth Financial LP | 94,203 | $2.00M | 0.01% | −34,447−26.8% | Reduced |
| Commonwealth Equity Services, LLC | 82,790 | $1.72M | 0.00% | +2,944+3.7% | Added |
| OxenFree Capital LLC | 82,620 | $1.72M | 1.29% | −2,077−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 80,744 | $1.68M | 0.06% | +2,221+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 73,858 | $1.53M | 0.01% | −994−1.3% | Reduced |
| Cetera Investment Advisers | 59,878 | $1.24M | 0.00% | +2,050+3.5% | Added |
| CI Private Wealth, LLC | 50,197 | $1.04M | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 48,309 | $1.00M | 0.06% | −210−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 47,679 | $990.3K | 0.00% | +6,966+17.1% | Added |
| D.A. Davidson & Co. | 46,414 | $964.0K | 0.01% | +60.0% | Added |
| Stifel Financial Corp | 45,452 | $944.0K | 0.00% | +2,882+6.8% | Added |
| International Assets Investment Management, LLC | 42,800 | $888.1K | 0.07% | +42,800 | New |
| HighTower Advisors, LLC | 38,792 | $805.7K | 0.00% | +155+0.4% | Added |
| Guerra Pan Advisors, LLC | 36,206 | $752.0K | 0.54% | +1,245+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 33,154 | $688.6K | 0.00% | +250+0.8% | Added |
| Sanctuary Advisors, LLC | 32,142 | $677.2K | 0.00% | −4,508−12.3% | Reduced |
| National Asset Management, Inc. | 27,381 | $568.7K | 0.02% | +1,625+6.3% | Added |
| Atomi Financial Group, Inc. | 23,168 | $481.2K | 0.02% | +1,307+6.0% | Added |
| Shaker Financial Services, LLC | 22,214 | $461.4K | 0.18% | −9,033−28.9% | Reduced |
| Brick & Kyle, Associates | 22,217 | $461.0K | 0.20% | +15+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 21,412 | $444.7K | 0.02% | +92+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,421 | $341.1K | 0.00% | +16,421 | New |
| Commons Capital, LLC | 14,286 | $296.7K | 0.27% | +1,404+10.9% | Added |
| Atria Wealth Solutions, Inc. | 14,013 | $291.1K | 0.00% | −356−2.5% | Reduced |
| Warther Private Wealth, LLC | 13,700 | $284.5K | 0.10% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,324 | $276.7K | 0.20% | −1,103−7.6% | Reduced |
| WSFS Capital Management, LLC | 12,500 | $259.6K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,141 | $252.2K | 0.02% | +14+0.1% | Added |
| Stratos Wealth Advisors, LLC | 11,869 | $246.5K | 0.01% | +132+1.1% | Added |
| Stratos Wealth Partners, LTD. | 11,844 | $246.0K | 0.00% | −421−3.4% | Reduced |
| Ieq Capital, LLC | 11,000 | $228.5K | 0.00% | −600−5.2% | Reduced |
| Stockman Wealth Management, Inc. | 11,000 | $228.5K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 10,801 | $224.3K | 0.00% | −1,147−9.6% | Reduced |
| CWM, LLC | 9,760 | $203.0K | 0.00% | −48−0.5% | Reduced |
| Sunbelt Securities, Inc. | 8,594 | $181.2K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,650 | $158.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,231 | $150.2K | 0.00% | +1,031+16.6% | Added |
| Colonial Trust Co | 7,000 | $141.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,881 | $122.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,489 | $114.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,277 | $109.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $99.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,713 | $97.9K | 0.00% | +4,713 | New |
| Elequin Capital LP | 4,669 | $97.0K | 0.01% | +4,669 | New |
| Geneos Wealth Management Inc. | 2,336 | $48.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,030 | $42.2K | 0.00% | +8+0.4% | Added |
| Eagle Bay Advisors LLC | 2,000 | $41.5K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $38.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,651 | $34.3K | 0.00% | +1,650+165,000.0% | Added |
| Comerica Bank | 1,500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,474 | $30.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,407 | $29.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,170 | $24.3K | 0.00% | +1,170 | New |
| TSFG, LLC | 1,087 | $23.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,004 | $21.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1,019 | $21.2K | 0.01% | +1,019 | New |
| Fortitude Family Office, LLC | 1,000 | $20.8K | 0.01% | −3,750−78.9% | Reduced |
| Barrett & Company, Inc. | 750 | $15.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $14.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 618 | $12.8K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 530 | $11.0K | 0.00% | +530 | New |
| VSM Wealth Advisory, LLC | 530 | $11.0K | 0.00% | +530 | New |
| PSI Advisors, LLC | 500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 393 | $8.16K | 0.00% | +393 | New |
| Tower Research Capital LLC (TRC) | 185 | $3.84K | 0.00% | +185 | New |
| Investment Counsel Co of Nevada | 90 | $1.86K | 0.00% | +90 | New |
| NBC Securities, Inc. | 2 | $53 | 0.00% | −2,574−99.9% | Reduced |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −102,352−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −10,623−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |