Eaton Vance Enhanced Equity Income Fund (EOI)

Eaton Vance Enhanced Equity Income Fund (EOI) is listed on the New York Stock Exchange, where it has traded since October 27, 2004.

Listed On
the New York Stock Exchange
Listed Since
October 27, 2004
Market Cap
$818M

About Eaton Vance Enhanced Equity Income Fund

Eaton Vance Enhanced Equity Income Fund offers mutual funds that invest across a wide array of equity, income, and alternative strategies. The primary investment objective of the fund is to provide current income, with a secondary objective of capital appreciation. The company's sector allocation includes: Information Technology, Communication Services, Financials, Consumer Discretionary, Healthcare, Industries, Consumer Staples, Energy, Real Estate, and Materials.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 90 institutions reported holding EOI, with 9.0 million shares worth $177.4 million in aggregate. The largest reported holder was Raymond James Financial, with 1.7 million shares worth $33.0 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Raymond James Financial1,678,256$33MAdded 11.32%
Morgan Stanley616,112$12MReduced 24.46%
Bank of America575,518$11MAdded 1.09%
Cambridge Investment Research Advisors534,160$11MReduced 1.68%
Wells Fargo & Company/MN532,902$10MReduced 2.26%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is EOI?

Eaton Vance Enhanced Equity Income Fund (EOI) is listed on the New York Stock Exchange, where it has traded since October 27, 2004.

Who are the largest institutional holders of EOI?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EOI were Raymond James Financial, Morgan Stanley and Bank of America.

How many institutions own EOI?

90 institutions reported a position in EOI for the quarter ended June 30, 2026, worth $177.4 million in total.

Did institutions buy or sell EOI last quarter?

Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for EOI.

Every reported institutional holder, plus insider and congressional trades in EOI, on SentiSense.