EOI

Eaton Vance Enhanced Eq Incm

-$3.6M

Net Activity

Institutions Holding

81

Popularity Rank

#4928

Avg Weight

0.08%

Total Value

$180.3M

Ownership Trend

81 institutions currently hold EOI, with 36 net buyers and 34 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

34

Net Buying Institutions

36

Key Holders

Key Holders

Top 5 by Value

RJ
Raymond James Financial INC
$28.3M
FP
Focus Partners Wealth
$27.7M
MS
Morgan Stanley
$15.3M
BO
Bank Of America CORP /de/
$10.7M
WF
Wells Fargo & Company/mn
$10.2M

Top 5 by Conviction

PF
PMG Family Office LLC
1.71%
RB
Roman Butler Fullerton & Co
1.19%
TA
TPG Advisors LLC
1.08%
OC
OxenFree Capital LLC
0.78%
GP
Guerra Pan Advisors, LLC
0.46%
View all 81 holding institutions

Quarterly Activity

Recent Activity

+$140.6M

Total Buy Value

$61.1M

Total Sell Value

New buy9
Trim21
Add27
Sold out13

36

Net Buyers

34

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 ENHANCED EQ INCM (EOI)?
Major stakeholders currently include Raymond James Financial INC ($28.3M), Focus Partners Wealth ($27.7M), Morgan Stanley ($15.3M). Based on the latest 13F filings, there are a total of 81 tracked investment funds and institutions maintaining positions in EOI.
What is the overall institutional sentiment toward EOI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.6M, driven by 36 managers accumulating shares while 34 reduced their exposure.
Which institutions have been selling or reducing their EOI positions?
In the latest period, 21 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $61.1M.
Are there any notable investors adding EOI to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 27 existing holders added to their shares. The total reported buy value for the quarter amounted to $140.6M.

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