Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE ENHANCED EQUITY (EOI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — EOI

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 hedge funds hold EOI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

45 buying29 selling
Last quarter: 45 funds were net buyers (15 opened a brand new position + 30 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 6 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 15% medium 21% new
55 out of 86 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.
📈

Growing discovery — still being found

12 → 7 → 6 → 11 → 15 new funds/Q
New funds entering each quarter: 7 → 6 → 11 → 15. A growing number of institutions are discovering EOI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 10% 1-2yr 24% new
Of 86 current holders: 56 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
11 of 86 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in EOI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: EOI

How many hedge funds hold EOI — quarterly history vs. share price
Quarterly hedge fund ownership of EOI vs. share price

Market Analysis: EOI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EOI
2026 Q1 Stats Unlock in 15 days 86 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 86 81 6.17%
13F Shares 9M 8M 4.83%
Total Value $188M $178M 5.89%
New Positions 15 11 +4
Increased Positions 30 28 +2
Closed Positions 10 7 +3
Reduced Positions 19 18 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOI

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Institutional Holders (2026 Q1)

86 + investors

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

Top 25 institutional holders of EOI — 2025 Q4 · 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 COMMONS CAPITAL, LLC 0.38% 24,512 $460K
6 David J Yvars Group 0.23% 21,500 $404K
7 ELEVATION POINT WEALTH PARTNERS, LLC 0.08% 188,248 $3.5M
8 Cambridge Investment Research Advisors, Inc. 0.03% 543,309 $10K
9 Stockman Wealth Management, Inc. 0.02% 11,000 $207K
10 Indivisible Partners 0.02% 12,777 $240K
11 Farther Finance Advisors, LLC 0.02% 92,010 $1.8M
12 Stratos Wealth Advisors, LLC 0.01% 12,596 $237K
13 Bryn Mawr Trust Advisors, LLC 0.01% 15,019 $282K
14 WEDBUSH SECURITIES INC 0.01% 11,008
15 TRUIST FINANCIAL CORP 0.01% 200,602 $3.8M
16 BARRETT & COMPANY, INC. 0.00% 750 $14K
17 NBC SECURITIES, INC. 0.00% 2,711 $51K
18 WOLVERINE ASSET MANAGEMENT LLC 0.00% 20,503 $385K
19 World Investment Advisors 0.00% 10,634 $200K
20 Stratos Wealth Partners, LTD. 0.00% 12,118 $228K
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,852 $35K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 53,688 $1.0M
23 LRI Investments, LLC 0.00% 618 $12K
24 North Star Investment Management Corp. 0.00% 718 $13K
25 HIGHLINE WEALTH PARTNERS LLC 0.00% 150 $3K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EOI?

More buyers than sellers — 61% buying: Last quarter: 45 funds were net buyers (15 opened a brand new position + 30 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EOI holders?

Elite ownership — 40% AUM from top-100 funds: 11 of 86 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in EOI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EOI?

64% of holders stayed for 2+ years: 55 out of 86 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.