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Eaton Vance Enhanced Equity Income Fund hedge fund holdings

EOINYSE
$19.85+0.08 (+0.40%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EOI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-5.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251517$12.1M$5.92M73Aug 14, 2025
Q3 20251815$4.25M$14.8M76Nov 14, 2025
Q4 20252421$33.5M$26.4M83Feb 14, 2026
Q1 20261722$20.8M$9.72M79May 15, 2026
Q2 20262615$28.8M$30.2M87Aug 14, 2026

Quarterly action breakdown

Q2 2026
87 filers
New position
11
$8.76M+445K sh
Increased
15
$20M+1.02M sh
Reduced
11
-$29.7M-1.51M sh
Out / sold
4
-$442K-22.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCNew Buy+$6.09M$6.09M1.91%Jul 15, 2026
Readystate Asset Management LPNew Buy+$713K$713K0.02%Aug 14, 2026
Guggenheim Capital LLCReduce 11.63%-$548K$4.17M0.03%Aug 12, 2026
OxenFree Capital LLCAdded 15.01%+$239K$1.83M0.84%Jul 8, 2026
David J Yvars GroupAdded 54.35%+$230K$652K0.31%Jul 7, 2026
World Investment AdvisorsSell 100%-$200K$00.00%Aug 14, 2026
Horizon Financial Services, LLCNew Buy+$125K$125K0.05%Jul 20, 2026
Wedbush Securities IncAdded 42.65%+$92.4K$309K0.01%Jul 28, 2026
TPG Advisors LLCAdded 4.31%+$78K$1.89M1.04%Jul 29, 2026
IFG Advisory, LLCNew Buy+$75.7K$75.7K0.00%Aug 14, 2026
Elevation Point Wealth Partners, LLCReduce 1.82%-$67.3K$3.63M0.07%Aug 12, 2026
Vestmark Advisory Solutions, Inc.Reduce 1.84%-$67.3K$3.59M0.03%Aug 14, 2026
Commons Capital, LLCAdded 13.28%+$64K$546K0.38%Jul 30, 2026
NorthRock Partners, LLCReduce 15.20%-$57.6K$322K0.00%Aug 11, 2026
PMG Family Office LLCAdded 3.48%+$55.9K$1.66M1.53%Jul 16, 2026
Bryn Mawr Trust Advisors, LLCReduce 16.77%-$49.5K$246K0.01%Aug 3, 2026
Roman Butler Fullerton & CoReduce 1.03%-$45.5K$4.35M1.04%Aug 6, 2026
Geneos Wealth Management Inc.Reduce 26.41%-$39.3K$110K0.00%Aug 6, 2026
Axiom Investment Management LLCAdded 18.00%+$21.4K$140K0.09%Jul 31, 2026
Stratos Wealth Partners, LTD.Reduce 3.77%-$8.99K$229K0.00%Aug 11, 2026
&PartnersReduce 1.63%-$5.9K$357K0.00%Aug 14, 2026
Rhodes Investment Advisors IncAdded 1.58%+$5.6K$359K0.26%Jul 28, 2026
Guerra Pan Advisors, LLCReduce 0.64%-$4.97K$773K0.43%Aug 12, 2026
TMB Capital Partners, LLCAdded 2.06%+$4.48K$222K0.07%Jul 24, 2026
Quent Capital, LLCSell 100%-$4.04K$00.00%Aug 7, 2026
D.A. Davidson & Co.Reduce 0.46%-$3.78K$819K0.00%Jul 24, 2026
Stratos Wealth Advisors, LLCAdded 1.26%+$3.13K$251K0.01%Aug 11, 2026
Providence Capital Advisors, LLCNew Buy+$2.28K$2.28K0.00%Aug 11, 2026
Lanark Financial, Inc.Added 0.92%+$492$53.8K0.00%Jul 21, 2026
Colonial Trust AdvisorsAdded 0.43%+$177$41K0.00%Aug 11, 2026

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