EOS

Eaton Vance Enh Eqt INC Ii

-$40.9M

Net Activity

Institutions Holding

123

Popularity Rank

#4018

Avg Weight

0.12%

Total Value

$225.5M

Ownership Trend

123 institutions currently hold EOS, with 56 net buyers and 53 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

53

Net Buying Institutions

56

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$24.8M
BO
Bank Of America CORP /de/
$23.2M
WF
Wells Fargo & Company/mn
$15.7M
GC
Guggenheim Capital LLC
$14.9M
IL
Invesco Ltd.
$14.8M

Top 5 by Conviction

CW
Chung Wu Investment Group, LLC
2.77%
FA
Fund Advisors of America Inc/FL
2.21%
SF
Shaker Financial Services, LLC
1.97%
PF
PMG Family Office LLC
1.93%
JC
JBR Co Financial Management Inc
1.34%
View all 123 holding institutions

Quarterly Activity

Recent Activity

+$111.5M

Total Buy Value

$163.7M

Total Sell Value

New buy8
Trim34
Add48
Sold out19

56

Net Buyers

53

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EATON VANCE ENH EQT INC II (EOS)?
Major stakeholders currently include Morgan Stanley ($24.8M), Bank Of America CORP /de/ ($23.2M), Wells Fargo & Company/mn ($15.7M). Based on the latest 13F filings, there are a total of 123 tracked investment funds and institutions maintaining positions in EOS.
What is the overall institutional sentiment toward EOS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $40.9M, driven by 56 managers accumulating shares while 53 reduced their exposure.
Which institutions have been selling or reducing their EOS positions?
In the latest period, 34 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $163.7M.
Are there any notable investors adding EOS to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 48 existing holders added to their shares. The total reported buy value for the quarter amounted to $111.5M.

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