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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2 | $53 | 0.00% | −2,574−99.9% | Reduced |
| Investment Counsel Co of Nevada | 90 | $1.86K | 0.00% | +90 | New |
| Tower Research Capital LLC (TRC) | 185 | $3.84K | 0.00% | +185 | New |
| Transce3nd, LLC | 393 | $8.16K | 0.00% | +393 | New |
| PSI Advisors, LLC | 500 | $10.4K | 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 |
| LRI Investments, LLC | 618 | $12.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $14.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $15.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,000 | $20.8K | 0.01% | −3,750−78.9% | Reduced |
| Curio Wealth, LLC | 1,019 | $21.2K | 0.01% | +1,019 | New |
| Proequities, Inc. | 1,004 | $21.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,087 | $23.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,170 | $24.3K | 0.00% | +1,170 | New |
| Smartleaf Asset Management LLC | 1,407 | $29.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,474 | $30.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,651 | $34.3K | 0.00% | +1,650+165,000.0% | Added |
| Creative Financial Designs Inc | 1,852 | $38.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,000 | $41.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,030 | $42.2K | 0.00% | +8+0.4% | Added |
| Geneos Wealth Management Inc. | 2,336 | $48.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4,669 | $97.0K | 0.01% | +4,669 | New |
| Farther Finance Advisors, LLC | 4,713 | $97.9K | 0.00% | +4,713 | New |
| Hollencrest Capital Management | 4,800 | $99.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,277 | $109.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,489 | $114.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,881 | $122.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $141.4K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,231 | $150.2K | 0.00% | +1,031+16.6% | Added |
| CIBC Private Wealth Group, LLC | 7,650 | $158.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,594 | $181.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 9,760 | $203.0K | 0.00% | −48−0.5% | Reduced |
| Mariner, LLC | 10,801 | $224.3K | 0.00% | −1,147−9.6% | 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 |
| Stratos Wealth Partners, LTD. | 11,844 | $246.0K | 0.00% | −421−3.4% | Reduced |
| Stratos Wealth Advisors, LLC | 11,869 | $246.5K | 0.01% | +132+1.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,141 | $252.2K | 0.02% | +14+0.1% | Added |
| WSFS Capital Management, LLC | 12,500 | $259.6K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,324 | $276.7K | 0.20% | −1,103−7.6% | Reduced |
| Warther Private Wealth, LLC | 13,700 | $284.5K | 0.10% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,013 | $291.1K | 0.00% | −356−2.5% | Reduced |
| Commons Capital, LLC | 14,286 | $296.7K | 0.27% | +1,404+10.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,421 | $341.1K | 0.00% | +16,421 | New |
| Ashton Thomas Private Wealth, LLC | 21,412 | $444.7K | 0.02% | +92+0.4% | Added |
| Brick & Kyle, Associates | 22,217 | $461.0K | 0.20% | +15+0.1% | Added |
| Shaker Financial Services, LLC | 22,214 | $461.4K | 0.18% | −9,033−28.9% | Reduced |
| Atomi Financial Group, Inc. | 23,168 | $481.2K | 0.02% | +1,307+6.0% | Added |
| National Asset Management, Inc. | 27,381 | $568.7K | 0.02% | +1,625+6.3% | Added |
| Sanctuary Advisors, LLC | 32,142 | $677.2K | 0.00% | −4,508−12.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,154 | $688.6K | 0.00% | +250+0.8% | Added |
| Guerra Pan Advisors, LLC | 36,206 | $752.0K | 0.54% | +1,245+3.6% | Added |
| HighTower Advisors, LLC | 38,792 | $805.7K | 0.00% | +155+0.4% | Added |
| International Assets Investment Management, LLC | 42,800 | $888.1K | 0.07% | +42,800 | New |
| Stifel Financial Corp | 45,452 | $944.0K | 0.00% | +2,882+6.8% | Added |
| D.A. Davidson & Co. | 46,414 | $964.0K | 0.01% | +60.0% | Added |
| Rockefeller Capital Management L.P. | 47,679 | $990.3K | 0.00% | +6,966+17.1% | Added |
| Financial Advocates Investment Management | 48,309 | $1.00M | 0.06% | −210−0.4% | Reduced |
| CI Private Wealth, LLC | 50,197 | $1.04M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 59,878 | $1.24M | 0.00% | +2,050+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 73,858 | $1.53M | 0.01% | −994−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 80,744 | $1.68M | 0.06% | +2,221+2.8% | Added |
| OxenFree Capital LLC | 82,620 | $1.72M | 1.29% | −2,077−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 82,790 | $1.72M | 0.00% | +2,944+3.7% | Added |
| Allworth Financial LP | 94,203 | $2.00M | 0.01% | −34,447−26.8% | Reduced |
| TPG Advisors LLC | 97,329 | $2.02M | 1.58% | +1,283+1.3% | Added |
| Advisor Group Holdings, Inc. | 106,995 | $2.22M | 0.00% | +46,142+75.8% | Added |
| LPL Financial LLC | 125,960 | $2.62M | 0.00% | +2,719+2.2% | Added |
| Truist Financial Corp | 173,026 | $3.59M | 0.01% | −515−0.3% | Reduced |
| Roman Butler Fullerton & Co | 190,268 | $4.01M | 1.27% | +3,657+2.0% | Added |
| UBS Group AG | 201,189 | $4.18M | 0.00% | +2,651+1.3% | Added |
| Ameriprise Financial Inc | 239,064 | $4.97M | 0.00% | +25,573+12.0% | Added |
| Concurrent Investment Advisors, LLC | 253,582 | $5.27M | 0.14% | +6,948+2.8% | Added |
| Royal Bank of Canada | 258,483 | $5.37M | 0.00% | +24,918+10.7% | Added |
| Wells Fargo & Company | 416,217 | $8.64M | 0.00% | +22,990+5.8% | Added |
| Guggenheim Capital LLC | 422,280 | $8.77M | 0.07% | −86,530−17.0% | Reduced |
| Invesco Ltd. | 455,289 | $9.46M | 0.00% | −45,023−9.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 496,026 | $10.3M | 0.03% | +40,136+8.8% | Added |
| Bank of America Corp | 580,316 | $12.1M | 0.00% | +27,746+5.0% | Added |
| Morgan Stanley | 759,482 | $15.8M | 0.00% | +101,008+15.3% | Added |
| Kovitz Investment Group Partners, LLC | 836,494 | $17.4M | 0.09% | +807,521+2,787.2% | Added |
| Raymond James Financial Inc | 1,307,077 | $27.1M | 0.01% | +1,307,077 | New |
| 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 |