Eaton Vance Enhanced Equity (EOI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Eaton Vance Enhanced Equity (EOI) following the 2026 Q1 hedge fund 13F filings?

As of today, EOI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), EOI gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Eaton Vance Enhanced Equity (EOI)

80 + Investors. Track Smart Money conviction in EOI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EOI

Based on 81 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their EOI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

81 funds currently hold this stock — 93% of the 3.0-year high of 87 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding EOI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 49% buying

38 buying39 selling

Last quarter: 39 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 11 → 16 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 12% medium ■ 25% new

51 out of 81 hedge funds have held EOI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +8%, value -10%

Value

-10%

+7%

Last quarter: funds added +8% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

7 → 6 → 11 → 16 → 12 new funds/Q

New funds entering each quarter: 6 → 11 → 16 → 12. A growing number of institutions are discovering EOI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new

Entry-cohort mix of 81 holders: 51 (63%) are 2+ year veterans, 9 entered 1–2 years ago, and 21 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

12 of 81 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	80	87	-8.05%
13F Shares	10M	9M	7.56%
Total Value	$170M	$189M	-10.04%
New Positions	11	16	-5
Increased Positions	26	30	-4
Closed Positions	18	11	+7
Reduced Positions	21	19	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-8.05%

13F Shares

10M

7.56%

Total Value

$170M

$189M

-10.04%

New Positions

-5

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

80 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EOI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EOI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PMG Family Office LLC	1.71%	81,657	$1.5M
2	Roman Butler Fullerton & Co	1.19%	220,865	$4.3M
3	TPG Advisors LLC	1.08%	92,053	$1.7M
4	OxenFree Capital LLC	0.78%	80,711	$1.6M
5	Guerra Pan Advisors, LLC	0.46%	39,565	$743K
6	Commons Capital, LLC	0.38%	24,512	$460K
7	Rhodes Investment Advisors Inc /Adv	0.30%	17,990	$370K
8	David J Yvars Group	0.23%	21,500	$404K
9	Axiom Investment Management LLC	0.09%	6,054	$114K
10	Elevation Point Wealth Partners, LLC	0.08%	188,248	$3.5M
11	TMB Capital Partners, LLC	0.07%	11,076	$208K
12	Ameritas Advisory Services, LLC	0.04%	54,262	$1.0M
13	Vestmark Advisory Solutions, Inc.	0.04%	185,947	$3.5M
14	Guggenheim Capital LLC	0.03%	239,891	$4.5M
15	Focus Partners Wealth	0.03%	1,472,565	$27.7M
16	Stockman Wealth Management, Inc.	0.02%	11,000	$207K
17	Indivisible Partners	0.02%	12,777	$240K
18	Colonial Trust Co / SC	0.02%	7,000	$127K
19	Farther Finance Advisors, LLC	0.02%	92,010	$1.8M
20	Stratos Wealth Advisors, LLC	0.01%	12,596	$237K
21	Bryn Mawr Trust Advisors, LLC	0.01%	15,019	$282K
22	Steward Partners Investment Advisory, LLC	0.01%	134,791	$2.5M
23	WCG Wealth Advisors LLC	0.01%	20,874	$392K
24	Raymond James Financial Inc	0.01%	1,507,644	$28.3M
25	Allworth Financial LP	0.01%	90,158	$1.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Eaton Vance Enhanced Equity (EOI)

What does the Smart Money Trend signal show for EOI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EOI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EOI?

More sellers than buyers — 49% buying: Last quarter: 39 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EOI holders?

Strong quality — 39% AUM from major funds: 12 of 81 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EOI?

63% of holders stayed for 2+ years: 51 out of 81 hedge funds have held EOI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Eaton Vance Enhanced Equity (EOI) following the 2026 Q1 hedge fund 13F filings?

As of today, EOI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), EOI has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Eaton Vance Enhanced Equity (EOI)

Smart Money Signals — EOI

Selling streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 49% buying

Steady new buyers — ~12 new funds per quarter

63% of holders stayed for 2+ years

Buying through price weakness — shares +8%, value -10%

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 26% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — EOI

Hedge Fund Ownership: EOI

Market Analysis: EOI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EOI

Is It Too Late to Buy Eaton Vance Enhanced Equity (EOI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EOI

Statistics: EOI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Eaton Vance Enhanced Equity (EOI)

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