Who Owns EOI?
Eaton Vance Enhanced Equity Income Fund — Institutional Ownership & 13F Holdings
$19.93
-0.03 (-0.13%)
Market Cap
$834.9M
Shares Outstanding
40,848,700
Institutional Holders
80
Total Inst. Value
$758.5M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
16
Closed Positions
9
Increased
33
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $626.7M | 33,404 |
| 2 | RAYMOND JAMES FINANCIAL INC | $24.6M | 1,311,047 |
| 3 | MORGAN STANLEY | $15.0M | 801,398 |
| 4 | BANK OF AMERICA CORP /DE/ | $11.0M | 588,558 |
| 5 | WELLS FARGO & COMPANY/MN | $8.7M | 465,956 |
| 6 | Cambridge Investment Research Advisors, Inc. | $8.6M | 459,951 |
| 7 | Invesco Ltd. | $8.5M | 450,925 |
| 8 | GUGGENHEIM CAPITAL LLC | $6.0M | 317,914 |
| 9 | Concurrent Investment Advisors, LLC | $5.3M | 281,366 |
| 10 | ROYAL BANK OF CANADA | $5.1M | 272,574 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +250 | $626.7M |
| RAYMOND JAMES FINANCIAL INC | +4K | $24.6M |
| MORGAN STANLEY | +42K | $15.0M |
| BANK OF AMERICA CORP /DE/ | +8K | $11.0M |
| WELLS FARGO & COMPANY/MN | +50K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | -104K | $6.0M |
| Cambridge Investment Research Advisors, Inc. | -36K | $8.6M |
| AMERIPRISE FINANCIAL INC | -30K | $3.9M |
| Kovitz Investment Group Partners, LLC | -22K | $15K |
| UBS Group AG | -7K | $3.6M |
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Frequently Asked Questions
How many institutional investors hold EOI?
As of Q1 2025, 80 institutional investors report holding EOI (Eaton Vance Enhanced Equity Income Fund) in their 13F filings.
Which hedge fund owns the most EOI?
The largest institutional holder of EOI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $626.7M in shares.
Are institutions buying or selling EOI?
This quarter, 16 institutions opened new positions in EOI and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.